Opportunities are a very important aspect of sales revenues in any business as they help us to track orders, sales forecast and quotations against every sale. As we know opportunity goes through various stages in Sage CRM. In this blog, we will discuss how to auto update opportunity stage from Proposal Submitted to Proposal Approved… Read More »
In this blog, we will be looking at a solution which will allow system to tag/link Company and Person against those email addresses which are not available in CRM. Let me explain this with an example. Suppose, we have a Person associated with Greytrix Company in CRM which has 2 email addresses added against him.… Read More »
This is a term that we normally come across in Accounting and ERP packages and not in CRM. In SageCRM we do have tracking in Case and Opportunity which comes close to auditing but it is not actually auditing. It is more of tracking of the phases that an opportunity or a case goes through… Read More »
Description: Think about tracking the old data whenever it is changed to new one??? Suppose you want to track this information in single table and display in the tab against any CRM entities. This can be achieved using sql trigger functionality. Solution: For this first you may need to create two magic tables (i.e. inserted… Read More »
Description: Think about tracking the old data whenever it is changed to new one??? Suppose you want to track this information in single table and display in the tab against any CRM entities. This can be achieved using sql trigger functionality. Solution: For this first you may need to create two magic tables (i.e. inserted… Read More »