{"id":8421,"date":"2014-08-05T10:13:09","date_gmt":"2014-08-05T10:13:09","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8421"},"modified":"2023-11-03T08:56:31","modified_gmt":"2023-11-03T08:56:31","slug":"associate-company-and-persons-to-primary-entities-in-sage-crm-for-mobile","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/05\/associate-company-and-persons-to-primary-entities-in-sage-crm-for-mobile\/","title":{"rendered":"Associate Company and Persons to Primary entities in Sage CRM for Mobile"},"content":{"rendered":"

In Sage CRM on-premise version, it has an ability to select Company and Persons while creating Cases, Opportunities, and Communications. But when Sage CRM is accessed using mobile devices like Android, Tablets etc. entry screens does not show the Company and Person SSA fields. Refer below screenshot.
\n\"Img1\"<\/a>New Stuff:<\/span> <\/strong><\/em><\/span>Rich Text Editor on Multiline Text fields<\/a>
\nHow Company and Person can be added to Cases, Opportunity or Communication entities?<\/strong><\/p>\n

    \n
  1. Login into Sage CRM on-premise version.<\/li>\n
  2. Navigate to the Administration | Customization | Cases.<\/li>\n
  3. Navigate to the Screens<\/strong> tab and select iPhone<\/strong> option from the list of devices.
    \n    \"Img2\"<\/a><\/li>\n
  4. On selecting iPhone from the device list only the iPhone screens will be visible in the screen list.<\/li>\n
  5. Select Case Detail screen and add Company and Person fields from the Field dropdown. User can adjust the field positions using Up and Down arrows as shown below.
    \n    \"Img3\"<\/a><\/li>\n
  6. Click on Add<\/strong> and Save<\/strong> button.<\/li>\n
  7. Login to the Sage CRM using mobile device and select New <\/strong>| <\/strong>Case; <\/strong>you will observe Company and Person fields get added on New Case screen.
    \n    \"Mobile<\/a><\/li>\n
  8. Using the above steps, a user can link Company and Person fields to any other entity when accessing through Mobile Devices.<\/li>\n<\/ol>\n

    About Us<\/strong><\/span>
    \n    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

    Greytrix<\/a> has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>), Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a> and Sage 300<\/a>).We also offer best-in-class Sage ERP<\/a> and Sage CRM<\/a> customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating 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 Sage Rockstar ISV Partner<\/a> for GUMU\u2122 Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

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

    In Sage CRM on-premise version, it has an ability to select Company and Persons while creating Cases, Opportunities, and Communications. But when Sage CRM is accessed using mobile devices like Android, Tablets etc. entry screens does not show the Company and Person SSA fields. Refer below screenshot. New Stuff: Rich Text Editor on Multiline Text fields\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[71,197,248,285,286,332,336,337,354],"tags":[720,1456,1630,1761,2010,2030,2031,2033,2140],"class_list":["post-8421","post","type-post","status-publish","format-standard","hentry","category-company","category-iphone-sage-crm","category-mobile-devices","category-person","category-phone","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-search-select-advanced","tag-company","tag-iphone","tag-mobile-devices","tag-person","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-sage-crm-com"],"yoast_head":"\nAssociate Company and Persons to Primary entities in Sage CRM for Mobile - 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\/2014\/08\/05\/associate-company-and-persons-to-primary-entities-in-sage-crm-for-mobile\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Associate Company and Persons to Primary entities in Sage CRM for Mobile - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM on-premise version, it has an ability to select Company and Persons while creating Cases, Opportunities, and Communications. 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