Sage CRM installer installs different types of services on the CRM application server. These services are useful to run different types of mechanisms in CRM. Below are the services with their use.
- CRM Indexer Service: This service is useful to run the Keyword search functionality in CRM. It creates index in all the database records and then updates the index intermittently to track the records that have been added or updated in the database.
- CRM Escalation Service: Main purpose of this service is to run the escalation rules configured in Sage CRM.
- CRM E-mail Manager Service: The CRM E-mail Manager Service runs as a background process on the server and processes inbound emails according to predefined business rules.
New Stuff: Masking Email and Phone Number in SAGE CRM- Part2
With the release of Sage CRM 2017 R1, a new service named “CRM QuickFind” is introduced in Sage CRM. This service is responsible for the “Quick Find” feature available in Sage CRM 2017 R1 onwards.
Using Quick Find we can search the data across all the entities in one click only.
You can view the current status of Quick Find service in “Quick Find service status” in Sage CRM. Refer below screenshot for the same.
In the above screenshot, the date and time of last indexing completed is shown in “Last Quick Find index completed at” field. Also, you can restart the Quick Find service using “Restart Quick Find” button available in above screenshot.
About Us
Greytrix 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.
Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM 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. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.