Sage CRM

The default Pipeline within the Opportunity List displays a Statistics panel beneath the pipeline. The article Customizing the Opportunity Pipeline Summary Information explains how to control the information in the Pipeline statistics area but not a...

This post has been prompted by a question in the discussion forum and made easier to pull together because I am presenting a short training session on the Customer Care features of Sage CRM this week.  Customer complaints are an inevitable ...

Is your Sage CRM cluttered with duplicate records, outdated contact info, or inconsistent formatting? You’re not alone. As customer databases grow, so does the potential for messy data—and that can slow down your team, cloud your reportin...

The Sage CRM Business Partner Advisory Council (BPAC) met on 21st May 2025 with a dynamic session that underscored Sage’s enduring commitment to its CRM platform. Hosted by Jeff Richards, Head of Training Program Development, the webinar featur...

Sage CRM continues to evolve—delivering new features, critical patches, and helpful tips through regular blog posts and active forum discussions right here on the Sage Community Hub. If you want to stay informed about everything from product a...

Are you part of the global Sage partner community delivering CRM value to customers? Whether you’re an ISV, solution provider, or Sage colleague, we invite you to register for the next meeting of the Sage CRM Business Partner Advisory Council,...

One of the most common questions I hear from customers is: “Should our field staff use the Sage CRM Desktop theme on tablets, or should they stick to the mobile-optimised interface on phones?” The answer depends on how your team wor...

We recently noticed, through internal testing and collaboration with a partner who had a client with the same issue, that upgrading to the latest Outlook does not enable us to attach documents directly from Outlook via the drag-and-drop feature in CR...

This week, I had the opportunity to attend the TPAC Conference in Toronto, Canada, held from April 6–8 at the Hyatt Regency. With over 150 delegates and 20+ exhibiting companies, TPAC has become a standout event for showcasing the strength and...

For over 20 years, Sage CRM has been a trusted solution for small and medium-sized businesses (SMBs) seeking to enhance customer relationships and drive growth. While the CRM landscape has evolved, Sage CRM continues to deliver a robust and adaptable...

Our first Business Partner Advisory Council (BPAC) meeting of 2025 was a fantastic session, with 28 attendees coming together to discuss key updates, roadmap developments, and real-world success stories. A huge thank you to everyone who joined and co...

We had a recent case open from a Tech Partner who uses clean vanilla instances to do testing for their third party software. Within Sage CRM we were getting the following error after installing the Sage 300 component and doing integration. Nobody co...

Sage CRM QuickCal 1.1, is an addon designed to streamline appointment scheduling and improve communication within Sage CRM.  To install, users must ensure that their Sage CRM system has Self Service enabled and is configured to se...

Hey Sage 300 community! I’m Mich Martins, CEO of MWare Consulting, and I’m beyond excited to introduce you to something truly game-changing: the Sage 300 Action Group. Backed by industry powerhouses like Bobby Perel (Peresoft), Doug Ash (...

The TPAC South Africa 2025 conference brought together 154 attendees, including Sage ISVs, Sage 200 and Sage 300 partners, and industry leaders. It was a fantastic opportunity to showcase Sage CRM’s continued evolution, connect with partne...

Managing storage efficiently is crucial for maintaining the performance and reliability of your Sage CRM system. Sage CRM gives administrators several options to optimize storage, manage log files, and fine-tune the database. This article outl...

CRM Together has released of a new, free, and open-source component for Sage CRM (versions 2022 R1 and later) that significantly enhances the user experience through the addition of image support and visual cues. The Sage CRM Entity Image Component b...

While implementation of Multi-Factor Authentication (MFA) in Sage CRM is already on the road-map, we are advocating for this to be prioritized for the future releases. As the security landscape continues to evolve, it has become increasingly cru...

This session explores best practices for delivering reports to mobile users. Key takeaways include: The importance of concise data presentation, avoiding excessive columns. Using charts instead of tables for better readability on small screens. The ...

When answering a customer's question about formatting dates in an ASP page to UTC, I created a couple of useful functions. The customer needed to retrieve dates from the communication record in preparation for sending to an external&nbs...

This session examines how Sage CRM can integrate with built-in mobile features to enhance productivity. Key topics include: Using click-to-call, SMS, and email integration to improve communication. Capturing geolocation data to enhance record-keepin...

This session focuses on how automation can improve efficiency in the mobile interface. Key insights include: The role of escalation rules in triggering email and SMS notifications. How table level scripts enforce data validation and automate workflo...

This session explores how administrators can extend Sage CRM’s mobile theme without requiring code. Key topics include: The step-by-step process for creating custom lists and screens. It is important to ensure database views contain necessary ...

This session introduces the customization of the Sage CRM mobile interface, emphasizing the importance of tailoring screens for efficiency and usability. Key points include: How security policies shape the user experience. The impact of Sage CRM&rsq...

Two weeks ago, I visited a construction site in the part of London where I live.  I learned how they implemented their corporate social responsibilities and managed stakeholder communication.  The project I visited has a high local profile...