Sage CRM Hints, Tips and Tricks

A customer had the need to empty hide fields on a screen. This type of customization can be accomplished in more than one way within Sage CRM.  I have chosen to hide the fields using the client side API since this will satisfy the conditions of...

I'm sure many of you have been in this position: you craft a beautiful, logical, well thought through email which is due to be sent to a large stakeholder list. Then you hit send. After a few seconds you experience that moment we all dread - &quo...

This article is intended for consultants that are not entirely confident with the IIS ( Internet Information Services) settings that are required for a successful Sage CRM installation. Sage CRM is a web-based application, and therefore it requires a...

The title 'How to create a new view, then build a report using that view which is then in turn used as the basis of a List Gadget in an interactive Dashboard' is a bit of a mouth full but as the advert says 'it does exactly what it says on the tin'....

The Sage CRM product is supported by a wealth of training and education resources on the internet. The Sage CRM YouTube channel is an invaluable learning aid, designed to help reduce the amount of time for customers and our business partners to under...

One of my jobs within Sage is to create and deliver short training courses for my colleagues in the different Support Teams around the world.  I've just started a new series of these 'bite sized' sessions.  The first lesson was ...

This article has been prompted by a question from a customer. They need for their users to capture Opportunity 'quick facts' to start the sales process. In their case, their contacts may wish to buy a 'product', a 'service' or a 'combined' solution. ...

A customer had a requirement to move database servers. This was a straight move from one server to another rather than upgrading database versions. There have been some very good tips and advice shared on the forums and I thought it would be useful t...

We're moving! Soon the forums and blogs of the Sage CRM community will be moving to become part of Sage City — a centralized community for all Sage solutions around the globe — and we want you to be part of it. What does this mean? Towards the end o...

You may have seen the diagram below in other articles and training materials. It is used to explain the hybrid nature of Sage CRM's architecture. It shows both the eWare.dll and the Java-based part which delivers behaviour through the use of Apache ...

This is the seventh and final article in a short series that is intended to explore the options available to a partner when moving a customer from an existing CRM or contact management system to Sage CRM on-premise. In this article, I will consider t...

Sage CRM has a web-based architecture that gives customers the freedom and flexibility to choose what is best for their business. And this may be on-premise, a private cloud implementation, on a public cloud offering or a hybrid implementation. 'Cost...

This is the sixth article in a short series that is intended to explore the options available to a partner when moving a customer from an existing CRM or contact management system to Sage CRM on-premise. In this article, I will consider how data inte...

Partners and customers are asked not to install Microsoft Security patch KB4516016 until further advised. Have had a number of reported cases for across the installed base for Sage CRM for all supported versions. This 3rd party article describes th...

This is the fifth article in a short series that is intended to explore the options available to a partner when moving a customer from an existing CRM or contact management system to Sage CRM on-premise. In this article, I want to consider the data d...

This is the fourth article in a short series that is intended to explore the options available to a partner when moving a customer from an existing CRM or contact management system to Sage CRM on-premise. In this article, I want to consider what exac...

This is the third article in a short series that is intended to explore the options available to a partner when moving a customer from an existing CRM or contact management system to Sage CRM on-premise. In this article, I want to consider the option...

This is the second article in a short series that is intended to explore the options available to a partner when moving a customer from an existing CRM or contact management system to Sage CRM on-premise. In this article, I want to consider the typic...

This is a new short series of articles that explore the options available to a partner when moving a customer from an existing CRM or contact management system to Sage CRM on-premise. When a Sage partner recommends a new accounting system to a custo...

The documentation for the REST API lists the entities that are supported for CRUD actions. For each entity examples of the JSON payload for each HTTP method are provided. And what is more, the documentation provides a Postman Collection that shows ho...

I have discussed in previous articles that Sage CRM REST service represents the objects exposed in Sage CRM (Company, Case, Quote etc) as resources. This means that a unique URL identifies each resource. A Sage CRM REST API URL will follow a basic pa...

The Sage CRM REST API follows the architectural principles inherent within Representational State Transfer (REST). There are key architectural concepts or constraints that the REST API follows. It uses stateless interactions - The Sage CRM REST servi...

Consider this HTTP GET request http://[servername]/sdata/crmj/sagecrm2/-/company('28') The image below shows the request (and the result) that has been sent and received by the Postman REST Client. The result is returned in JSON. JSON (JavaScript O...

In this article, I want to consider aspects of security within the REST API. This is will cover how authentication is handled, field-level security and user rights defined by security profiles. By their very nature, RESTful APIs are designed to take ...

The release of Sage CRM 2019 R2 introduces a new REST API (v1.0.0 beta) for developers and integrators. This new API enables developers to create, read, update, and delete entities in Sage CRM using standard HTTP methods such as GET, POST, PUT, PATCH...