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  • Sage CRM 2022 - Improving deployment options and driving down total system costs.

    Sage CRM 2022 - Improving deployment options and driving down total system costs.

    Sage CRM
    Sage CRM
    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...
    • 13 May 2022
  • How to manually upgrade the Java Runtime Environment (JRE) version used by Sage CRM

    How to manually upgrade the Java Runtime Environment (JRE) version used by Sage CRM

    Sage CRM
    Sage CRM
    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...
    • 27 Apr 2022
  • Sage Customer Support and Training - YouTube channels

    Ocean Helberg
    Ocean Helberg
    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...
    • 15 Mar 2022
  • Linking Person address to company address in Data upload

    Ravinder
    Ravinder
    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...
    • 10 Mar 2022
  • Sage CRM 2022 R1: UX improvements - Update territory in Opportunity, Case, Lead Groups

    Sage CRM 2022 R1: UX improvements - Update territory in Opportunity, Case, Lead Groups

    Sage CRM
    Sage CRM
    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...
    • 8 Mar 2022
  • Sage CRM 2022 R1:  Accessibility Statement

    Sage CRM 2022 R1: Accessibility Statement

    Sage CRM
    Sage CRM
    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...
    • 15 Feb 2022
  • Sage CRM 2022 R1:  Roadmap Updated

    Sage CRM 2022 R1: Roadmap Updated

    Sage CRM
    Sage CRM
    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
    • 15 Feb 2022
  • Sage CRM 2022:  The direction of travel, 2022 and beyond

    Sage CRM 2022: The direction of travel, 2022 and beyond

    Sage CRM
    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 ...
    • 14 Feb 2022
  • Sage CRM 2022 R1: REST - Controlling URLs included in responses including FQDN and protocol

    Sage CRM 2022 R1: REST - Controlling URLs included in responses including FQDN and protocol

    Sage CRM
    Sage CRM
    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...
    • 14 Feb 2022
  • Sage CRM 2022 R1: REST improvements (Quickfind)

    Sage CRM 2022 R1: REST improvements (Quickfind)

    Sage CRM
    Sage CRM
    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/...
    • 14 Feb 2022
  • Sage CRM 2022 R1: UX improvements - The display of installed Sage CRM version, license key, and version support end date

    Sage CRM 2022 R1: UX improvements - The display of installed Sage CRM version, license key, and version support end date

    Sage CRM
    Sage CRM
    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...
    • 8 Feb 2022
  • Sage CRM 2022 R1: UI Improvements - Resize table columns in email templates

    Sage CRM 2022 R1: UI Improvements - Resize table columns in email templates

    Sage CRM
    Sage CRM
    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 ...
    • 7 Feb 2022
  • Sage CRM 2022 R1: Implementation improvements - Extending the requirement for each user to have a unique email address

    Sage CRM 2022 R1: Implementation improvements - Extending the requirement for each user to have a unique email address

    Sage CRM
    Sage CRM
    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...
    • 3 Feb 2022
  • Sage CRM 2022 R1: Implementation improvements - Deploying Sage CRM on Microsoft Azure SQL

    Sage CRM 2022 R1: Implementation improvements - Deploying Sage CRM on Microsoft Azure SQL

    Sage CRM
    Sage CRM
    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 ...
    • 2 Feb 2022
  • Sage CRM 2022 R1: Changes to the database and metadata

    Sage CRM 2022 R1: Changes to the database and metadata

    Sage CRM
    Sage CRM
    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...
    • 1 Feb 2022
  • Sage CRM 2022 R1: Planning your upgrade & changes in supported software

    Sage CRM 2022 R1: Planning your upgrade & changes in supported software

    Sage CRM
    Sage CRM
    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...
    • 31 Jan 2022
  • Sage CRM 2022 R1: Changes to Help and Available Resources

    Sage CRM 2022 R1: Changes to Help and Available Resources

    Sage CRM
    Sage CRM
    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&...
    • 28 Jan 2022
  • Sage CRM 2022 R1: Thinking about Outlook Integration, Internet Explorer and Windows 11

    Sage CRM 2022 R1: Thinking about Outlook Integration, Internet Explorer and Windows 11

    Sage CRM
    Sage CRM
    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...
    • 26 Jan 2022
  • Sage CRM 2022 R1: What to expect

    Sage CRM 2022 R1: What to expect

    Sage CRM
    Sage CRM
    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...
    • 18 Jan 2022
  • Advisory: Apache log4j vulnerability (CVE-2021-45046)

    Ocean Helberg
    Ocean Helberg
    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 ...
    • 13 Dec 2021
  • Sage CRM 2021 and Cascading Stylesheet Support

    Sage CRM 2021 and Cascading Stylesheet Support

    Sage CRM
    Sage CRM
    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...
    • 1 Dec 2021
  • Sage CRM 2021: IP Address Checking and Session Cookies

    Sage CRM 2021: IP Address Checking and Session Cookies

    Sage CRM
    Sage CRM
    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...
    • 1 Dec 2021
  • Sage CRM 2021: How to customize the calendar list

    Sage CRM 2021: How to customize the calendar list

    Sage CRM
    Sage CRM
    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...
    • 30 Nov 2021
  • Sage CRM 2021 R2: Retrieve the Translations from Sage CRM using the SOAP Web Services

    Sage CRM 2021 R2: Retrieve the Translations from Sage CRM using the SOAP Web Services

    Sage CRM
    Sage CRM
    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...
    • 23 Nov 2021
  • Sage CRM 2021: Marking Mailchimp campaigns as 'closed'.

    Sage CRM 2021: Marking Mailchimp campaigns as 'closed'.

    Sage CRM
    Sage CRM
    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 ...
    • 19 Nov 2021
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