{"id":51,"date":"2008-09-19T13:04:00","date_gmt":"2008-09-19T13:04:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=51"},"modified":"2019-02-20T06:55:52","modified_gmt":"2019-02-20T06:55:52","slug":"convert-notes-to-communications-for-particular-company","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/19\/convert-notes-to-communications-for-particular-company\/","title":{"rendered":"Convert Notes to Communications for Particular Company"},"content":{"rendered":"

Need easy access to convert notes to communications which belong to a particular company?<\/p>\n

A user taking quick notes from company contact person and now willing to convert all\/Individual notes to communication.<\/p>\n

Solution:<\/strong><\/p>\n

Now it is available in Sage CRM. We have a tool which will add a new Button named “Convert to Communication” below the Notes List which belongs to Company Entity, please refer the Screen.<\/p>\n

There are 3 notes with this company. When user will click on the “Convert To Communication” button; on a single click all 3 notes will get converted to communications for the Company named Test Company.<\/p>\n

\"GT-SageCRMComponent\"
\nAbout Us<\/strong><\/span>
\nGreytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

Greytrix is a recognized\u00a0Sage Rockstar ISV Partner<\/a>\u00a0for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on\u00a0Sage Marketplace<\/a>.<\/p>\n

For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Need easy access to convert notes to communications which belong to a particular company? A user taking quick notes from company contact person and now willing to convert all\/Individual notes to communication. Solution: Now it is available in Sage CRM. We have a tool which will add a new Button named “Convert to Communication” below\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332],"tags":[711,1678],"class_list":["post-51","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-communication","tag-notes"],"yoast_head":"\nConvert Notes to Communications for Particular Company - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/19\/convert-notes-to-communications-for-particular-company\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Convert Notes to Communications for Particular Company - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Need easy access to convert notes to communications which belong to a particular company? 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