Sage CRM

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...

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...

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...

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...

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...

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 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....

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...

At Sage, we’re always looking for ways to make your experience with Sage CRM smoother and more intuitive. We’re excited to announce a faster way to access all our Sage CRM blog content. Rather than navigating through a long URL, you can ...

Sage CRM is a powerful tool that helps support teams manage customer interactions, track cases, and deliver exceptional service. However, like any software, occasional challenges can arise. Knowing how to troubleshoot effectively ensures minimal disr...

We're excited to announce the latest update to the Sage CRM public roadmap, available at Roadmap. This revised roadmap reflects Sage's ongoing dedication to Sage CRM as the integrated CRM solution for mid-sized businesses. Sage's ...

Support dashboards in Sage CRM provide a centralized view of your customer service operations, helping your team track key metrics, manage cases efficiently, and deliver exceptional customer experiences. In this step-by-step guide, we’ll walk y...

This release focuses on integration, customization, and usability enhancements. The updates improve user control over integrations with Exchange Online and Mailchimp, make it easier to manage workflows, and tailor the CRM to business needs. Addition...

This is the final part of the revised series. In this article, I will examine the types of results and reports returned from Mailchimp into Sage CRM. Mailchimp has its native information. Within Sage CRM, a scheduled job retrieves the campaign resul...

This is the penultimate revised article of the series. In it, I want to consider how we can create the campaign in Sage CRM and send it to Mailchimp. A user authorised to use the Mailchimp features will find the Mailchimp campaign option under the &#...

In this revised fifth article of the series, I will describe how to create a Group in Sage CRM and add it as a segment to a Mailchimp Audience. The place to start is within the Groups screen within the 'My CRM' menu. I have created a Group in...