Sage CRM

Managing Sage CRM requires a deep understanding of its underlying structure, including entities, screens, and fields that form the backbone of your customer data management. Whether you're a system administrator or a developer, having a comprehe...

Regular software vulnerability monitoring including penetration testing is a crucial part of Sage CRM's development cycle. Upgrades are critical for protecting data, maintaining compliance, safeguarding business, ensuring business continuity, and...

Sage CRM Ally (beta) is a chatbot initially introduced within the Help Centre and integrated into Sage CRM 2024 R1. While it was generally well-received, we encountered some technical challenges that prompted us to temporarily withdraw Sage CRM Ally ...

The Sage CRM Community has additional resources to help partners. These include a spreadsheet that lists the main metadata and database changes that have been made between Sage CRM 2024 R1 and Sage CRM 2024 R2. Having a document that explicitly list...

Sage officially was released Sage CRM 2024 R2 on Friday, 4th October 2024. Each Sage operating company (OpCo) will decide when to roll out the new version in their region, so it’s a good time to start planning your upgrade. Upgrading to Sage C...

For information about features and supported environments across all versions of Sage CRM, your first stop should be the Help Centre at http://help.sagecrm.com.Sage CRM 2024 R2 was officially released to Sage operating companies on Friday, 4th Octob...

The local Sage teams and selected development partners completed their integration testing on 17th September 2024 and Sage CRM 2024 R2 will be released to the Sage regions on Friday 4th October 2024. Sage is delighted with this important release for...

Writing this blog to point directly towards ACT (Actions Codes) within Sage CRM URLs. Which Partners have been asking me for a better understanding of what the requests in the URL mean and could not find these older articles. What the ACT codes repre...

Exchange Online will permanently remove support for Basic authentication with Client Submission (SMTP AUTH) in September 2025. After this time, applications and devices will no longer be able to use Basic auth as an authentication method and must use...

We recently had a case where the BP has had a customer where the activity table has been updating with tons of information and they were wondering how to possibly reduce that activity. During one of the many options that we suggested they came back w...

Recently we have had an influx of License requests to our support inbox from both end users and partners. We thought it would be handy for our local support team to help with the speediest process for you to get the information you need quickly. Reas...

We recently had a case where a BP were upgrading a client to Sage CRM 2023 R2.2 and have struck an issue where Sage CRM Rest API DELETE requests fail with a 400 error, and nothing is logged to current_sdata2.log etc. The same requests works as expect...

Notepad++ is a free and open-source text editor.   It lacks features specifically designed for working with log files, such as filtering, highlighting specific events, or searching based on timestamps or keywords but it does have a use...

Sage CRM offers mail merge functionality for both individual records and batch operations and integrates Mail Merge with workflows and marketing campaigns. You can initiate a mail merge from the specific record you're working with (e.g., a Compa...

A customer had the requirement to incorporate an HTML page within Sage CRM. This article explains how to structure an ASP page within Sage CRM allow 3rd party HTML to be included with the page and maintain the menu and navigation of Sage CRM. T...

I recently had a case where the BP was trying to export a report via Sage CRM 2023 and could not get it to work no matter what Excel option they chose. It worked and displayed on screen and in PDF but not on Excel. At first I was not able to replicat...

OnChange Scripts are executed on the client side (user's web browser) whenever the value in the field is changed. They offer more flexibility for dynamic behaviour on the user interface. OnChange Scripts can be used for various purposes: Updati...

Over the years we have written hundreds of articles that discuss different aspects of administration, customization and API usage. And over the years we have created a series of 'round up' articles that group the different posts into subject categor...

The focus of Sage CRM 2024 R1, is to continue to modernize the user experience and improve user satisfaction, while also enhancing security, increasing productivity, and laying the groundwork for future advancements.  This release has executed ...

Validate Scripts in Sage CRM are defined against a specific field within a Screen. Each field within a screen can have its own Validate Script. This script targets the data entered in that field and performs validation checks based on pre-defined cr...

We experienced a case recently where the BP was having trouble having a custom field show up in their Company Search Screen and Company Grid. We could not tell from the Logs why it was not showing up. It all seemed to have been setup correctly. The T...

Sage CRM Create Scripts provide a powerful tool for implementing business rules. These scripts are executed on the server side whenever a screen is created. This allows system administrators to control how a screen behaves. They allow administrators...

Sage CRM 2024 R1 has introduced a new user interface feature called Tagging. Tags can be considered like hashtags in Social Media but they play a very similar role to Project Tagging or Dimensional Tagging in Accounting systems.  This is a...

Hiya, We recently received a case in which the license key was working fine with the fresh install but was giving the errors: 'Setup can not read the existing license key' while upgrading. If you ever face something similar you might want to ...

Tagging in Sage CRM enables users to associate entities with relevant tags without modifying the underlying data model, offering benefits such as flexibility in data capture, targeted marketing campaigns, enhanced reporting and analysis, a...