Sage CRM

With the release of Sage CRM 2024 R2, Sage has introduced a refreshed UI that enhances the visual appeal and puts user needs at the centre of the design. The Evolution of Sage CRM's Interface The journey towards the new Sage brand began wit...

In Sage CRM 2024 R2, the maximum length of certain fields has been increased. Specifically, the following fields in Administration | Email and Documents | Email Management and Server Options have had their maximum length increased from 50 to 320 cha...

Sage CRM Ally (beta) is a chatbot that Sage made available in the Help Centre earlier in 2024 and then integrated into Sage CRM 2024 R1. While it was generally well-received, we encountered some technical issues that required us to remove it from bo...

In Sage CRM 2024 R2, system administrators can enable or disable workflow for quotes and orders. By default, the quotes and orders workflow is disabled. This change refers to the ability to add user-driven workflows. But before I discuss this new fea...

Across two episodes, Jeff Richards and David Beard from the Sage CRM team talk with Lee Savidge from Accord Consulting, a UK consultancy that specialises in Sage 300 & Sage CRM. In this episode, Lee continues with his story on the value of integr...

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...

Across two episodes, Jeff Richards and David Beard from the Sage CRM team talk with Lee Savidge from Accord Consulting, a UK consultancy that specialises in Sage 300 & Sage CRM. In this episode, we talk to Lee about he got his start with Sage CRM...

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...

Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Gary Bissig, Senior Vice President at LabRepCo, a Sage CRM customer for over 10 years  & one of the largest and most respected consultative laboratory equi...

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...

Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Gary Bissig, Senior Vice President at LabRepCo, a Sage CRM customer for over 10 years & one of the largest and most respected consultative laboratory equipment ...

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...

Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Gary Bissig, Senior Vice President at LabRepCo, a Sage CRM customer for over 10 years & one of the largest and most respected consultative laboratory equipment ...

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...