Default Values Manager

Sometimes clients want a new entry in CRM to inherit a value determined elsewhere. For example:

  1. When creating a new opportunity, the Industry field on the opportunity screen should inherit the Industry value previously defined on the Company summary screen.
  2. When creating a Case, the account manager field on the Case screen should inherit the value defined on the Company screen.

Our Default Values Manager utility makes it very easy to manage these relationships. 

Related Sage CRM News

Sage 500 CRM

Greytrix publishes an integration with Sage 500. It uses the same GUMU architecture as Greytrix’s integrations with 100, X3, and Intacct.  And while it does

Read More »

Ian McFarlan

Over the past 18-months (since COVID started), My CRM Manager has gone deep into improving our website and web presence. This has included rebranding, re-doing

Read More »
Schedule A Demo