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  • 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…
  • Just Released: Sage CRM 2024 R1

    Note: This announcement applies to Sage CRM for the North America region. What's new in CRM 2024 R1 • Sort favorites • Apply formatting to text fields • Prevent external URLs in website gadgets • Prevention of accidental deletion of Screens and Lists…
  • Adding Custom List to Company Summary Screen

    Hello! Our organization is using Sage CRM 2021 R1. I've developed a custom list named CustomDistinctCommAction. I'm seeking guidance on how to display the content of this list within the Detail box panel on the Company Summary Screen. Is there…
  • Add links to Custom Entities in Top Content

    Hello. I have 3 Custom entities, 1 parent and 2 child entities. I want to display the Parent entity name in the top content area of the child entity. I knew in old versions it was done using Custom Jump option in the Hyperlink field. but in 2022 version…
  • How to send out email about company detail in Lead workflow?

    Hi all, in my Lead workflow, I wanted to send out email to recipients once an action is triggered. However, in the list of fields to include in email content, I cannot select any company detail from Company table. Its only showing data from Lead table…
  • user in company team cannot view the company

    Hi all, I have added the user Siang to Timber Friend SB company. Meanwhile, the account manager for this company is another user. However, Siang still not able to find/access this company or view the lead related to this company even though the…
  • SageCRM - Create Script in a field definition of a screen - What set of variables/functions can be used?

    When I use a 'Create Script' on a field in a screen I can set a number of variables: Hidden (eg. Hidden=true;) AllowBlank (eg. AllowBlank=false;) DefaultValue (eg. DefaultValue="Active";) Or even functions: eg. RemoveLookUp("Inactive"…
  • Help Needed to Improve User Experience on Company Entry Screen

    Hi community, I've noticed an issue with the layout of the fields on our company entry screen. The fields are placed at the edges (almost!) of the screen, which doesn't seem user-friendly. I understand that these settings might not be adjustable by…
  • Request Assistance - Under Company record add new Tab and List in Sage CRM

    My company uses Sage CRM 2021 R1. I am currently learning how to make enhancements and changes. I have a requirement to either add a new Tab named "Service" under a company record or modify the existing "Cases" Tab (whichever is simpler), as the "Cases…
  • CRM- Notifications

    How do you print your notifications/alerts in the CRM system on a word document?
  • can you update customer id in crm

    with so many companies buying/selling to one another, is it possible to update the customer id in crm that coincides with the id in MAS Sage
  • Sage CRM: Error occurs with Rest API (sdata) DELETE request when Table Script is present

    We use the Sage CRM Rest API (sdata) to view and administrate companies, persons, email addresses and phone numbers. GET's work fine, but when we issue one of the other methods, eg. DELETE, an error occurs on the server. Also responses get very slow.…
  • Advisory: From Sage CRM 2024 R2, only the Contemporary Theme will be supported.

    The use of themes other than the Contemporary theme will deprecated in Sage CRM 2024 R1, and support for other themes will be dropped from Sage CRM 2024 R2. In Sage CRM, themes refer to the visual appearance and layout of the user interface. Themes…
  • Just Released in North America: Sage CRM patches addressing vulnerabilities now available for 2021 R2, 2022 R2, 2023 R2

    Three Patches for Sage CRM are now available and have been distributed to the Sage Regions. Sage CRM 2021 R2.5 Sage CRM 2022 R2.4 Sage CRM 2023 R2.2 These patches resolve a few internal issues and provide a new system feature to control of…
  • Advisory: Sage CRM patches addressing vulnerabilities now available for 2021 R2, 2022 R2, 2023 R2

    Three Patches for Sage CRM are now available and have been distributed to the Sage Regions. Sage CRM 2021 R2.5 Sage CRM 2022 R2.4 Sage CRM 2023 R2.2 These patches resolve a few internal issues and provide a new system feature to control of…
  • Sage CRM- Version 7.2- Search Index is currently being updated

    We have a customer using an version of Sage CRM that is no longer in support. Version 7.2 They have noticed the following message in relation to the Key Word Search. The message remains and no one is able to use the search function. We looked…
  • Adobe Dreamweaver

    Hi I have built a site in Adobe Dreamweaver, https://www.magnet.co.za/ . Can I integrate Sage CRM into the site?
  • How to allow user change his own Sage 300 password on Sage CRM User Level Security?

    Hi all, How to allow user change his own Sage 300 password on Sage CRM User Level Security? Currently only admin can do it in Administration -> Sage 300 Administration > Sage 300 Integration Screen Access - User-Level Security. I do not want to allow…
  • Filter by date dashboard

    We have a table with yearly accumulated data and I would like to be able to filter it by date to show me the accumulated data from previous years up to today (to make a comparison with the current year). How can I do this?
  • Translations, Language, and Captions in Sage CRM - A round up of articles

    This page contains links to articles and guides that explain how to manage translations, languages, and captions in Sage CRM for system administrators and developers. Sage CRM has built-in translations for English, French, Spanish, and German. You can…
  • Sage CRM 2024 and Beyond

    This article provides a sneak preview of the key features and enhancements in development for Sage CRM 2024 R1. It also highlights the roadmap for the upcoming years, giving you a glimpse of the direction of the product. What's coming in Sage CRM 2024…
  • 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: Sage CRM patches addressing vulnerabilities now available for 2021 R2 and 2022 R2

    The Patches for Sage CRM are now available and have been distributed to the Sage Regions. Sage CRM 2021 R2.4 Sage CRM 2022 R2.3 Sage CRM contained several vulnerabilities discovered during penetration testing. Note : Customers on either 2021…
  • Is there a way to edit Schedule of Values template?

    We are looking to edit the way our format for the schedule of values outputs & prints, is there a way to edit this? Or is this a default that is unable to change? The same goes for our estimate template.
  • Sage CRM 2023 R2: Public Roadmap Updated

    The Sage CRM Roadmap has been updated for Sage CRM 2023 R2 onwards. This is available at https://my.sage.co.uk/public/help.aspx#/roadmap/sage-crm This roadmap is indicative and is subject to change and all dates are estimates. Items may be delayed…