Sage CRM Hints, Tips and Tricks

Sage CRM has always had a web-based architecture and we believe this gives customers the freedom and flexibility to choose what is best for their business. Over the last few releases, we have been adding features that allow partners to improve the v...

Sage CRM uses Oracle Java within its architecture. Some of the features that Sage CRM uses Java to enable are, the Interactive Dashboards, the Import and Export of Records, the integration with Exchange and Mailchimp and it sits under the REST API. T...

Reminding you that Sage has great resources on YouTube, for most of our products.  This reminder is specifically for Sage CRM though. Roadmap for Sage CRM Best practice configurations lessons on a wide variety of features Presentations What's n...

Sage CRM has a very powerful tool for data upload. When combined with its different upload configuration options there are a few business needs that can be catered to. Using one of the upload configuration options in Data upload, on a demo Sage CRM 2...

One of the tasks that we have within our on-going overhaul of Sage CRM is the improvement of the consistency of behaviour of features within the interface. If a feature is available for one entity then we want to roll it out on all others - as long a...

https://youtu.be/7MEBYO4mH94 Sage CRM is a browser-based customer relationship management application that can be deployed on-premise or within the cloud. We want as many people as possible to be able to use Sage CRM. In this video Jeff Richards an...

The Sage CRM Roadmap has been updated for Sage CRM 2022 R1. https://youtu.be/F-c_2sqUveg You can find the new Roadmap at https://my.sage.co.uk/public/help.aspx#/roadmap/sage-crm

This video link below is to a recording of a presentation made to UK business partners.  This provides a summary of how the product has been developing over the last few releases and it outlines the priorities that are influencing the ...

We have updated the REST documentation and guides for Sage CRM 2022 R1 to provide guidance on how the Sage REST API generates its responses and the control of those available to developers. The Sage CRM REST API follows the design of any RESTful sys...

The Sage CRM 2021 R1 RESTful API extension added the ability to perform a search for a string across all company, people, case, opportunity, lead, solution, communication, order, quote, and custom entity records. http://{{server}}/sdata/{{install}}j/...

Sage CRM 2022 R1 has added a 'call home' feature that checks the support status of the installed instance of Sage CRM. It combines that with the license key information to display a message for System Administrators about the installed Sage C...

This feature is designed to improve the experience for users when working with and designing HTML templates. The change allows users to create table columns that can be resized. The change was implemented to address customer requests specifically in ...

The new version of Sage CRM has extended the requirement for each user to have a unique email address to situations where a system administrator or info manager edits an existing user. Now if a user being edited shares the same email address with an...

Sage is the global market leader for technology that provides small and medium businesses with the visibility, flexibility and efficiency to manage finances, operations and people. Sage CRM is part of that commitment. We want Sage CRM to be deployed ...

Sage CRM 2022 R1 has now been released from the development team. The exact release date in your country will be determined by your local Sage team as the final processes go to market preparations will need to be confirmed. Each release has a differe...

Sage CRM 2022 R1 is due to be released to the regions today, Monday 31st January 2022. Each of the Sage OpCo teams will determine when this new version will be released in their countries but you can start planning for upgrades now. Customers are su...

The first place that you look for help around the features and supported environments for all supported versions of Sage CRM is the Help Centre. http://help.sagecrm.com Sage CRM 2022 R1 will be released to the Sage operating companies on Monday&...

Sage CRM 2022 R1 is the first version of Sage CRM to be supported on Windows 11.  No other versions of Sage CRM currently supported (2019 R1, 2019 R2, 2020 R1, 2020 R2, 2021 R1, 2021 R2) have been tested on Windows 11.  Customers using supp...

The local Sage teams and integration partners should have completed their integration testing today Tuesday 18th January 2022. We are on target for the release of Sage CRM 2022 R1 to the Sage regions on 28th January 2022. Note: The exact release dat...

Sage was alerted (Tuesday 14th December 2021) to a Common Vulnerabilities and Exposures notice (CVE-2021-45046) that the fix to address CVE-2021-44228 in Apache Log4j 2.15.0 was incomplete in certain non-default configurations. Note that a previous ...

Sage CRM only has a browser based interface.  The system screens that a user see as they navigate around the product are rendered in HTML. HTML tags are used to define the structure and content of a document. They say "This is a header&quot...

I have written about the installation and configuration of system security in a couple of articles. An Overview of System Security More thoughts on System Architecture and Security Essentially the security of a Sage CRM is focused around the decisi...

As a system administrator, you can change the appearance of the Calendar List tab. For example, you can add or remove columns, change the horizontal alignment of values in each column, and set the default list sorting mode. You can log on as the syst...

Introduction A customer needed to retrieve captions from Sage CRM using the SOAP web services. Sage CRM is a system that controls its user interface using settings contained in the database. The database doesn't just hold the information about th...

A user can set the status of a Mailchimp campaign to Closed. You can see in the image below a new button is available when reviewing a Mailchimp campaign. Note: A user must have rights to use Mailchimp campaigns in order to do this. The campaign is ...