• Advisory: Sage CRM Announces New Chatbot for Improved User Support

    Sage has launched a new chatbot on its documentation and help website for Sage CRM. The new chatbot, which is still in Beta, is called Sage CRM Ally. Sage CRM Ally is powered by generative AI and has access to all documentation of currently supported…
  • Advisory: Information about software patches on the Sage CRM Help Center

    Information about software patches on the Sage CRM Help Center We’ve added information about all the available software patches to the Sage CRM Help Center . For each supported maintenance release, there will be one or more patches that address specific…
  • Server Requirements in Admin Guide

    Hi All, Not sure if anyone knows this, I have a customer asking about a new server set up for their CRM and I've tried to find in the Admin guide for CRM anything about how servers should be set up - when you can get away with one server or when to…
  • SAGE CRM 7.1.a documentation

    Hi Everyone, I have to fix several issues of a SAGE CRM 7.1.a site. They do not have any of the SAGE CRM guides. After several attempts on community and other places, I could not find them. Would anyone be kind enough to share the pdf with me please…
  • Need some help uploading data to Sage CRM?

    We've lots of resources to help you get your data into Sage CRM The Data Upload feature is a powerful tool that can save you time and resources when you need to add multiple new lead, company, or person records to Sage CRM or migrate data from Excel…
  • Sage CRM 7.2.e hotfix 3 docs?

    Are detailed docs for hotfix 3 available? Specifically, the mail issues addressed in the hotfix.
  • Web services guide

    Back in the days of Sage CRM 6.1 there was a document provided in the documentation folder called "SageCRM 6.1 Web Services Guide.pdf". Since that version, there has been no updated version of this file included in the documentation folder. Is tehre…
  • Documentation

    Hi, Is there a reason that the 7.1SP2 full install download no longer contains the documentation? Where can I download all of the documentation? I went to the https://my.sage.co.uk/downloads/ section and logged in and went to the CRM Guides and Manuals…
  • Printing User Help

    Is there a way to easily print the User Help in the Documentation section? Currently I am only able to print a section at a time.