x Want to participate? Join the group to interact
  • State Not Answered
  • Replies 6 replies
  • Subscribers 74 subscribers
  • Views 830 views
  • Users 0 members are here
Browse Forums
Announcements
105
topics
32
replies
General Discussion
6k
topics
18k
replies
King_1

Merge Company - source company info

Posted By

Hello folks -

Thank you very much for the help you have already given. I have another issue and its kind of important.

When we need to do a company merge, and we search for the second company, only a VERY small amount of info is shown about that second company.

We would like to add to that view the phone number, city, state and division fields to that view. I hope this is something that is NOT easier said than done.

Thanks again you guys for your help. It is very appreciated.

King

  • 0

    Hi,

    Yes this is not possible using the standard way but if you require more information to be shown in the merge company drop down list then we have found out a way to do this. Refer below link for more details.

    www.greytrix.com/.../

    You can drop us an email off the loop at [email protected] for a more detail discussion.

    Regards,

    Dinesh

  • 0

    Thank you for your response and email Dinesh. I am actually here to learn how this thing works and how to properly support it and my company isn't interested in paying $350 for a solution at this time. If there is anyone else who may have some inside knowledge as to how this can be done, I am here to learn. Thank you for your time.

    King

  • 0
    Hi,
    We understand your concern here. You must have noticed from our blog we provide tips/tricks & scripts wherever its possible. If there is a need for technical expertise then it is handled by the services team where there is a small cost involved.
    Anyways, you requirement cannot be achieved by Sage CRM screen/field level changes. It can be achieved by overriding the functions which are responsible for displaying the fields in the merge source dropdown. You can find the responsible function name by referring source of the page/screen and overriding appropriate functions to meet the requirement. Also, for function overriding you need to write client side script. You can refer the Developer guide for more details on client side script or you can also get in touch with your Sage Partner to assist you with the same.
    Also, please ensure proper backups are maintained before trying the above.
    Hope this helps!
    Sincerely,
    Dinesh
  • 0

    Dinesh -

    Thank you for the info. We actually have recently used your company to do our data conversion for the import. And we do backups constantly. My boss loves backups. Backups of backups.

    David -

    My boss is very happy with this response. Unfortunately, we are both not only completely new to Sage CRM, but we weren't involved with CRM until a few weeks before going live, so we are coming in to the game very late. Others were taking care of everything, and not doing it exactly the same way the IT department would. That being said, we don't get to just open the program and start hitting buttons to see what it does. That green arrow leads to a great little search function and will help in all sorts of places inside CRM.

    Thank you both very much for your help. We can consider this closed.

  • 0

    The free option is to just use the magnifying glass/Finder. You won't get have the additional fields you'd like in the pull-down but you can add pretty much whatever you like to the Find panel and grid.

  • 0

    Great. A couple more suggestions since you are new to CRM:

    1. Get a CRM dev server so you can play around in a safe iteration of CRM without worrying about messing anything up.

    2. Commit yourself to some time every week to read through through the CRM User Guide and System Administrator Guide. If you get through a chapter a week you'll be in GREAT shape in a year.

    3. As with Greytix's blog, we too have a free online resource: http://ignite.azamba.com/

    4. Do not be penny-wise-pound-foolish about working with an experienced CRM partner. We are experts in what we do and can save you immeasurable sums by doing things right for you at the onset. If your current ERP or CRM partner is not experienced enough, you are entitled to work with another firm that is. Or ask them to partner with an expert CRM firm to bring you additional expertise.

    I cannot tell you how many times I have seen CRM implementations crash and burn because companies refused to spend money on new consultants, having had bad experiences with their former ones, and try to do things totally on their own. This always ends up costing the company way more in the mid and long term.

    Good luck to you!

*Community Hub is the new name for Sage City