\nThe Tasks management groups all the commercial actions. Task feature of Sage ERP X3 allows us to keep the track of task done and also to schedule the future task as well. They offer characteristics and simplified behavior in order to take into account the widest range of different actions.
\nWe can synchronized the task with the Outlook, when tasks are synchronized with outlook the x3 tables get updated in parallel on creation or modification of records concerned and stored the information coming from the Outlook tasks.<\/li>\n
\nCalls help us to scheduling of calls to be carried out and to save a summary of those which are carried out. We can save the details of calls like contact person, priority of call, date and time, call objective, call duration etc.
\nThe call management takes the control of two types of actions carried out on a daily basis:
\n>> Incoming calls record
\n>>\u00a0The scheduling of calls to be carried out
\nUnlike tasks we also can synchronize the Calls with Outlook. Its works same as that for the Tasks.<\/li>\n
\nThe management of appointments has as its objective the scheduling of appointments and meetings to be carried out and to save a summary of those carried out. We can save the various details related to appoint like meeting date, time, contact person, location, key persons of the meeting etc. It stored the all the details of appointment.<\/li>\n<\/ul>\n
About Us<\/strong><\/span> Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0Salesforce.com<\/a> and\u00a0Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3)<\/a>. Currently we are Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0Sage X3 customization and development services<\/a>,\u00a0integrated applications such as POS<\/a> | WMS<\/a> | Payment Gateway<\/a> | Shipping System<\/a> | Business Intelligence<\/a> | eCommerce<\/a> and have developed add-ons such as Catch \u2013 Weight <\/a>\u00a0and Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>; GUMU™ integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n For more information on Sage X3 Integration and Services, please contact us at\u00a0x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":" The CRM Activity module for Sage ERP X3 enables the user to improve management of customer relations. The marketing function can use it to organize and monitor marketing campaigns, manage direct mailing and telemarketing, and set up trade shows and press campaigns. This module can be used on a daily basis to monitor jobs and\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":[8,11,1],"tags":[129,258,454,2236],"class_list":["post-3159","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-tips","category-uncategorized","tag-appointment","tag-calls","tag-crm-activity","tag-task"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/3159","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=3159"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/3159\/revisions"}],"predecessor-version":[{"id":30403,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/3159\/revisions\/30403"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=3159"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=3159"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=3159"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"\"](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2013\/05\/CRM-Activity.jpg\")
<\/a>Unlike Tasks and Call we also can synchronized the Appointment with Outlook.
\nThis blog will help you in guiding yourself through the CRM Activities, we will be bringing some more important topics on CRM Activities on our blogs.<\/p>\n
\nGreytrix<\/a> \u2013 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