Sage CRM

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...

Keeping Sage CRM up to date is essential for security, performance, and compatibility. Each new release includes critical security enhancements, bug fixes, and improved integration with modern technologies. Upgrading also ensures compliance with sup...

This article is intended for System Administrators that require guidance on supported upgrade paths when upgrading from a much older version of Sage CRM to current, supported versions. Upgrading to a supported version of Sage CRM keeps your system se...

This article was prompted by my visit to a construction project last week and learning about how that company handled stakeholder communication.  It made me wonder how many other organisations or even project teams within a larger bu...

This article has been prompted by a customer question about which table in the database holds appointments and which one holds tasks.   Tasks and Appointments are both types of Communication Records. Their data is held in the Communi...

Best Practicies for SSL with Sage CRM & Sage 300 Securing Sage CRM and Sage 300 with SSL protects sesitive data. FOllow these best practices for configuration and maintenance Why SSL Matters Data Protection: Encrypts customer and financial data....

Yesterday, I visited a new building development near where I live. The site is high profile, next to the High Street, and it involved the demolition of existing low-level social housing and the construction of 4 new apartment blocks, again for social...

A Customer was becoming frustrated that after importing company data from another system their users could not see the records.  They were getting the error message "The record you requested has been deleted or you may not have securi...

We're continually evolving at Sage to support our Independent Software Vendors (ISVs) and integrators working with Sage CRM. In 2025, we're reinforcing this commitment through three key initiatives: Expanding the Beta Program: We're fo...