Sage CRM

Designing entities, linking to cases, automating triggers, and reporting results  In my previous post, I explored three effective ways to run surveys in Sage CRM—covering NPS, CSAT, and case closure feedback. In this series, we go one step...

In Sage CRM, every screen is generated as the result of a hyperlink request. This may occur when a user selects a tab, clicks a button, opens a record from the Recent List, or follows a link from a list or dashboard gadget. The URL passed to eware.dl...

Customer feedback is the fuel that keeps service teams sharp, sales teams aligned, and leadership grounded in reality. Whether you’re measuring NPS, collecting case‑closure feedback, or running a quick satisfaction pulse, surveys are one of the...

Sage CRM 2026 R1 is a Security and Compatibility release, which means most of the changes are focused on strengthening the platform rather than introducing new developer features. While there are no new API endpoints or major functional changes to t...

When the General Data Protection Regulation (GDPR) came into force in May 2018, it fundamentally changed how organisations manage personal data. In response, Sage CRM 2018 R2 introduced a set of features designed to help partners and customers meet t...

Sage CRM 2026 R1 introduces an important upgrade to the PDF reporting engine used within the platform. As part of this Security and Compatibility release, Apache FOP has been updated to a newer version, delivering improvements in performance, stabil...

Following the recent release of Sage CRM 2026 R1, we’re pleased to share that the Technical Deep Dive webinar recording is now available to watch on demand. https://youtu.be/mtRwYvZVL28 What the session covers This session provides a detailed t...

Sage CRM 2026 R1 includes important updates to the Apache Tomcat application server, which plays a central role in the Sage CRM architecture. As part of this Security and Compatibility release, Tomcat has been upgraded and hardened to improve securi...

Sage CRM 2026 R1 introduces a number of important improvements to the integration with Microsoft Exchange Online. These updates focus on increasing reliability, simplifying configuration and ensuring continued compatibility with Microsoft’s ev...

As part of Microsoft’s ongoing modernisation of its SQL Server portfolio, Microsoft has confirmed that it will end the ISV Runtime (ISVr) agreement. This agreement previously allowed software vendors, including Sage, to distribute Microsoft SQ...

Sage CRM 2026 R1 introduces a series of important implementation improvements focused on strengthening the security, stability and resilience of the platform. As a Security and Compatibility release, this version continues Sage’s ongoing inves...

Sage CRM 2026 R1 was released on Monday, 30 March 2026. Each Sage operating company will determine when this version becomes available in its region, making this the ideal time to begin planning your upgrade. Upgrade Eligibility You can upgrade dir...

If you are looking for information about Sage CRM features, supported environments or documentation for any version, the best place to start is the Sage CRM Help Centre: http://help.sagecrm.com Sage CRM 2026 R1 Release and Resources Sage CRM 2026 R...

Sage CRM 2026 R1 introduces support for Microsoft SQL Server 2025 (Enterprise, Standard and Express editions). This ensures that customers can adopt Microsoft’s latest database platform and benefit from ongoing innovation in performance, secur...

As we continue the build-up to the release of Sage CRM 2026 R1, one of the commitments made during the recent TPAC South Africa keynote was to strengthen the resources available to our developer and ISV community. We are pleased to announce that the...

A tidy Sage CRM system runs faster, reports more accurately, and keeps your team productive. The trick is cleaning things up without causing accidental damage. Here’s a safe, streamlined approach that keeps everything intact.  Back Up Befo...

Following the successful completion of integration testing on 13 March 2026, Sage CRM 2026 R1 will be made available to Sage regional teams from Friday, 27 March 2026. This release represents another important step in Sage’s ongoing investment ...

This article has been prompted by discussion within the comments section on my recent article, "Simple Windows Utilities Every Sage CRM Administrator Should Know", and an email from an ISV about best practice on restarting a sys...

Sage CRM workflows are central to automating business processes such as lead qualification, case management, and sales progression. When they fail, the impact is immediate: stalled approvals, missing notifications, and frustrated users. For Sage busi...

Hiya, This is regarding the 'Show Overdue Task' checkbox on calendar screen.  When you enable "Show overdue tasks" in the calendar and navigate away from the calendar, and then navigate back to the calendar, Show overdue tasks ...

As administrators of Sage CRM, we naturally focus on CRM configuration, metadata, and user setup. But many of the issues that affect CRM performance, login behaviour, or stability originate lower down, in the Windows Server environment. This article ...

As part of our ongoing free Security Administration Skills Training for Sage CRM, we recently ran two focused sessions aimed at helping administrators configure Sage CRM more efficiently and consistently. These sessions looked at two key building blo...

Partners regularly ask how to help customers move safely from older Sage CRM and Microsoft SQL Server versions to the latest supported platforms. To support consistent advice and reduce upgrade risk, an updated Sage CRM and SQL Server Upgrade Planni...

Most Sage CRM users only scratch the surface of what the platform can do. Day‑to‑day, teams rely on the basics—managing contacts, tracking opportunities, logging communications. But beneath those essentials lies a powerful toolkit designed to a...

Installing Sage CRM is usually straightforward, but many installation issues come down to a small number of SQL Server prerequisites that are easy to miss, especially if you have not done a CRM install for a while. This article walks through a simpl...