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FunkyDexter

How to customise Sage CRM?

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Hi All.

Apologies if I'm posting in the wrong place, I think this is the right place but not 100% clear.

I'm a dev working for a small software house.  One of our divisions is already using Sage CRM to do manage it's sales process but is also doing a bunch of stuff in parallel using an in house web site and some excel spreadsheets.  I'm 99% certain that Sage is capable of all the stuff they need with a bit of customisation and some user training.  I'm interested in the customisation part of that equation.

From a quick whiz round the internet and the UI I can see that there are a lot of customisation capabilities offered through the front end and these are probably enough to do most of what we want. However, there's going to be a need to carry out some operations that are unlikely to be supported through the front end, e.g. calling out to our other systems when certain events occur in the front end.  I'm assuming there are some scripting/coding customisation capabilities and want to start getting my head round them.

Can anyone point me at some good materials that would walk me through these more code based customisation capabilities?

Thanks in advance for any help

FD

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  • +1
    verified answer

    Hi FunkyDexter,
    I would certainly reach out to your Sage Business Partner and discuss their training options and they should have a good understanding of your current configuration.

    Below is always a good place to start as well.

    https://help.sagecrm.com

    Firstly familiarise yourself with the front end and core functionality.
    Then digest the system admin guide, developer documents and the API's

    And of course there are a lot of helpful people on this forum if you get stuck.

  • 0 in reply to Sean from Spire

    Thank you.  I've just spent 5 minutes perusing the developer docs and they look like exactly what I was looking for.  I'm pleasantly surprised at how open it is, with the ability for me to add whole tables to the DB and front them with ASP pages.  That should allow me to do everything I'd ever want.

    Thanks again for the pointer.  I'll post back if I come up with any specific questions.

Reply
  • 0 in reply to Sean from Spire

    Thank you.  I've just spent 5 minutes perusing the developer docs and they look like exactly what I was looking for.  I'm pleasantly surprised at how open it is, with the ability for me to add whole tables to the DB and front them with ASP pages.  That should allow me to do everything I'd ever want.

    Thanks again for the pointer.  I'll post back if I come up with any specific questions.

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