Sage CRM Tips and Tricks
1. How can I quickly add contacts I've got in Outlook straight into SageCRM?
- In Outlook, find and select the contacts you want to add to Sage CRM
- Click the Add Contact button on the Outlook toolbar.
Note: A dedupe is performed on the Company name. If a company match is detected in CRM, the list of matches is displayed and you can select the appropriate company.
- Then, when the Person dedupe find page is displayed, select the Enter Person Details button.
- If any duplicates are detected, they are displayed. You can select a contact by clicking on it.
- If no duplicates are detected, the new Person page is displayed in CRM within Outlook, with the existing contact details from Outlook filled in.
If a company match is not detected, a new company (that includes the person details on the Person panel) is automatically created using the Company name from Outlook.
- Select Save and then select the Synchronize button in Outlook.
- The Person Summary page is displayed. The contact is also added to the My Contacts tab in CRM, so that they get synchronized between the two systems in the future.
- When you delete a contact in Outlook, the next time you synchronize, that contact is also deleted from CRM if you have the appropriate rights in CRM.
2. Now that I'm starting to get a lot of Communication history in my Company and Person records, I find I'm having to go to the next page to find the record I'm after (the grid only shows the 10 most recent communications) . Is there an easier way?
Yes, don't forget that you have control over how many lines you can display in your grid views. The default setting is 10, but you can set a limit as high as 25.
- In My CRM, click the My Preferences tab
- Click the change button
- Change the Grid Size value and click Save