• Sage CRM 2024 R2 Release Date

    Do we have an idea on what the release date for CRM 2024 R2 is likely to be?
  • Tags - Enhancement

    Not sure if anyone agrees with this, I have put this through the normal enhancement request route, but wouldn't this be a better way to see records with the tag value you need???? I think it would be really useful if the 'tags' text could be added into…
  • Sage CRM - What's New in Version 2024 R1 training is now available

    Gain expertise in Sage CRM, optimize your operations, and take charge of your customer relationship management journey. Enhance your skills with us today. We are pleased to announce the what’s new training for the upcoming Sage CRM 2024 R1 product release…
  • Update Machine Credentials before expiry date.

    Update Machine Credentials before expiry date. When I go in to options to set ATO Credentials - it is asking me to "Restart Handitax" - How do i do this? Thank you
  • Free Sage CRM Development Skills Training Sessions

    Are the Free Sage CRM Development Skills Training sessions being recorded? In the past I have found the recorded sessions to be really useful. They used to be posted onto the community page, but the videos here do not seem to match the sessions. community…
  • The California Consumer Privacy Act is coming. Are you ready?

    Are you a Sage CRM customer? Changing regulations may impact you. On January 1, 2020, the California Consumer Privacy Act (CCPA) goes into effect. The CCPA aims to protect the personal information of all California consumers and applies to any for-profit…
  • Retirement notice: Sage CRM.com Hosted

    We've recently undertaken a full review of our CRM portfolio. As a result of this review, we have made the decision to retire the CRM.com Hosted product as of August 31, 2019 . After this date, users will no longer be able to access Sage CRM.com. This…
  • Sage CRM Advanced: Marketing, Self-Service, and Email Management class September 26

    Want to harness the email and marketing features of Sage CRM? Learn about marketing and self-service features to make sure your customers are getting the information they need and the ability to interact with your Sage CRM system! Next class is September…
  • Sage CRM Advanced: Reports, Views, and Dashboards class September 25

    Are you ready to create your own custom reports in Sage CRM? Learn how to build your own reports, create custom views and dashboards and peek into the inner workings of the CRM database. Next class is September 25. Sign up now.
  • Sage CRM Advanced: Customizations, Workflows, and Escalations class September 18-19

    Looking to customize your Sage CRM? Find out how to take your Sage CRM system to the next level by learning about custom fields, entities, screens, and more! Customize your very own workflow and automate tasks with escalations. Next class is September…
  • Which Institute does offer Sage 50 training ?

    Which Institute does offer Sage 50 training ?
  • Sage CRM 7.2 patch I now live

    Sage CRM 7.2 patch I is now live. Please login to the Knowledgebase to view KB 67037: Download Sage CRM 7.2 patch I . Note: Sgae CRM 7.2B is the minimum required version for this download.
  • kitting item in CRM

    Hi All, I would like to ask whether it is possible to make quotation for kitting items in sage crm. I am getting the below error when doing so. Please advise. Thanks
  • Sage CRM 7.3 patch B

    Sage CRM 7.3 patch B standalone version is now live. Please login to the Knowledgebase to view KB 63914: Download Sage CRM 7.3 patch B . Note: Sage CRM 7.3 is the minimum required version for this download.
  • Sage CRM 7.2 patch H now live

    Sage CRM 7.2 patch H is now live. Please login to the Knowledgebase to view KB 62288: Download Sage CRM 7.2 patch H . Note: Sage CRM 7.2B is the minimum required version for this download.
  • Support Center Closure: Monday, April 13, 2015

    Please be advised that the Sage CRM Support Center will be running with limited staff on April 13 from 10:15 to 11:30 am PT for a company-wide meeting. During this time, feel free to search our Knowledgebase for any issues or questions you may have.
  • Sage CRM 7.3 patch A Standalone version is live

    Sage CRM 7.3 patch A standalone version is now available. To download this patch, login to the Knowledgebase and visit KB 58626: Download Sage CRM 7.3 patch A . Note: You must be running Sage CRM 7.3 to install this patch.
  • Sage CRM 7.2 patch G Standalone version is live

    Sage CRM 7.2 patch G standalone version is now available for download. To download this patch, please visit KB 57077: Download Sage CRM 7.2 patch G . Note: Sage CRM 7.2B is the minimum required version for this patch. Cheers!
  • Standardization of Customer Support Hours - Effective February 2

    In March 2014, we standardized Support and Service hours (including phone and chat) for the majority of Sage products across North America to 9 a.m. – 8 p.m. ET Monday through Friday, excluding holidays. As an exception, we continued to offer extended…
  • Sage CRM 7.3 Standalone version is live

    The Sage CRM 7.3 standalone* version is now available for download in North America. To upgrade your system with the latest features, please visit KB 55176: Download Sage CRM 7.3 . *Please note that the integration piece will be available soon. Want…
  • Richmond Support Center Closure: Thursday, December 18, 2014

    Please be advised that the Sage CRM Support Center in Richmond will be closed from 3pm PT until end of day on Thursday, December 18, 2014. Some time zones may not be affected by this closure.
  • Sage CRM Getting Started Course discount

    Enroll in the Sage CRM Getting Started Course (March 10) by February 10 and receive a 20% discount. Course is delivered online. See detailed description of course on Sage U.
  • Sage CRM 7.1 patch O

    Sage CRM 7.1 patch O is now available as a standalone download. To download, login to support.na.sage.com , select CRM under "My Products", and search for "patch O". If you are already logged in, you can click here . Need to know when the integration…
  • Sage CRM 7.2 patch F hotfix 4 available

    Sage CRM 7.2 patch F hotfix 4 is now available as a standalone download. To download, login to support.na.sage.com , select Sage CRM under "My Products", and search for "patch F hotfix 4". If you are already logged in, you can click here . Note: After…
  • Holiday Closures: Sage CRM

    During the holidays, the Sage CRM Support Center will be closed on the following days: Christmas Day : Thursday, December 25, 2014 New Year's Day : Thursday, January 1, 2015 If you require support over the holidays, please visit the Knowledgebase…