{"id":8,"date":"2008-06-26T05:35:00","date_gmt":"2008-06-26T05:35:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7"},"modified":"2019-02-20T05:58:03","modified_gmt":"2019-02-20T05:58:03","slug":"individual-findnew-option-for-different-type-of-companies-in-main-menu","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/06\/26\/individual-findnew-option-for-different-type-of-companies-in-main-menu\/","title":{"rendered":"Individual Find\/New option for different type of companies in Main Menu"},"content":{"rendered":"<p><strong style=\"text-align: justify;\">Description:<\/strong><br \/>\nIts too time consuming to Go New Company Record first and then Select its type.<br \/>\nWant to segregate find\/create new companies options depend upon their Types from Main Menu?<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-21558 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2008\/06\/CRMIMAGE-1.jpg\" alt=\"Find\/New option\" width=\"899\" height=\"394\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2008\/06\/CRMIMAGE-1.jpg 899w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2008\/06\/CRMIMAGE-1-300x131.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2008\/06\/CRMIMAGE-1-768x337.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2008\/06\/CRMIMAGE-1-660x289.jpg 660w\" sizes=\"(max-width: 899px) 100vw, 899px\" \/><br \/>\n<strong>Solution:<\/strong><br \/>\nWe have developed this, so a user will get individual New\/ Find options on Left Panel of Main Menu according to different types of Company.<\/p>\n<p style=\"text-align: justify;\">Suppose user want to search only companies with type customer, there will be an option saying \u201cFind Customer Companies\u201d and by clicking on this option, new search screen appears where type is already set to Customer.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-21559 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2008\/06\/CRMIMAGE-2.jpg\" alt=\"Find\/New option Main menu\" width=\"942\" height=\"516\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2008\/06\/CRMIMAGE-2.jpg 942w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2008\/06\/CRMIMAGE-2-300x164.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2008\/06\/CRMIMAGE-2-768x421.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2008\/06\/CRMIMAGE-2-660x362.jpg 660w\" sizes=\"(max-width: 942px) 100vw, 942px\" \/><br \/>\n<span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/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<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3<\/a>),\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\">Sage 500<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300<\/a>).We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage ERP<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\">Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/business-manager\">Greytrix Business Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-project-manager\">Sage CRM Project Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-resource-planner\">Sage CRM Resource Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-contract-manager\">Sage CRM Contract Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-event-manager\">Sage CRM Event Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-budget-planner\">Sage CRM Budget Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/gmail-integration-for-sage-crm\">Gmail Integration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-mobile-service-signature\">Sage CRM Mobile Service Signature<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-cti-framework\">Sage CRM CTI Framework<\/a>.<\/p>\n<p>Greytrix is a recognized\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a>\u00a0for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on\u00a0<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>.<\/p>\n<p>For more information on our integration solutions, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Description: Its too time consuming to Go New Company Record first and then Select its type. Want to segregate find\/create new companies options depend upon their Types from Main Menu? Solution: We have developed this, so a user will get individual New\/ Find options on Left Panel of Main Menu according to different types of\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/06\/26\/individual-findnew-option-for-different-type-of-companies-in-main-menu\/\">Read More &raquo;<\/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":[720,1155,1660],"class_list":["post-8","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-company","tag-find","tag-new"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Individual Find\/New option for different type of companies in Main Menu - 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\/06\/26\/individual-findnew-option-for-different-type-of-companies-in-main-menu\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Individual Find\/New option for different type of companies in Main Menu - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Description: Its too time consuming to Go New Company Record first and then Select its type. Want to segregate find\/create new companies options depend upon their Types from Main Menu? 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