Sage CRM Hints, Tips and Tricks

In the previous post we looked at 2 simple tips for improving your list growth, today we look at 2 further areas to consider: Make your subscription process easier to use Make sure you don't ask for too much information Make it easy to use The ...

Have you ever encountered a runtime error in .NET when using a web reference of CRM?Something like: "The type initializer for Program threw and exception. There was an error reflecting property". Good news is this is an easy fix. When the ...

We are going to continue where we left off just before Christmas discussing Email Marketing List Growth and Management - List Growth. In this blog we will cover Making your sign-up process easy to find in the website Incentivising the prospect to si...

Problem details The customer created a component for a workflow, and the workflow states were not displaying. Solution This was a really quick resolution, the cause often eludes us when they are obvious.  The entry state hadn't been enabled&...

In this article I would like to look at how Sage CRM is designed and how its architecture enables its features. Sage CRM is a product in transition; it is moving from one architecture to another. This is a evolution that started with Sage CRM 7.0 and...

When thinking about building up your list, there are two areas you need to look at. Firstly look outside your email marketing system. This could be, for example, via networking, tradeshows, seminars or other events. There is also potential within you...

According to the "Direct Marketing Association"*, good list management facilitates message delivery and more importantly will help build consumer trust. In that respect, sending e-mail to addresses that don't or no longer exist is regar...

When the Sage CRM REST API was released in Sage CRM 2019 R2 it covered the core entities within Sage CRM and that included the library. Using the API it was possible to view, insert, update and delete records. But each record had to be submitted as a...

Sage CRM 2021 R1 has provided support for a RESTful endpoint that will provide a developer with actions for about notifications directed at user. These are notifications that would appear within the Sage CRM user interface. The Sage CRM UserData endp...

Sage CRM 2021 R1 has provided support for a RESTful endpoint that will provide a developer with two actions for retrieving information about a user's preferences. The Sage CRM UserData endpoint can be passed an Action. UserData Actions getCalend...

The Sage CRM 2021 R1 RESTful API extension has 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...

Sage CRM is a metadata-driven application. It holds the definitions of its screens in tables within the database. The database tables detail which columns should be included in which lists or screens. The power of Sage CRM's metadata is very obvi...

When the Sage CRM REST API was released in Sage CRM 2019 R2 it covered the core entities within Sage CRM and that included the library. Using the API it was possible to view, insert, update and delete records in the library (document) table. There wa...

The RESTful interfaces have seen a significant expansion in this release. Example usage of all the endpoints is given in the Postman Collection that can be downloaded by following the links in both the Dev Guide and the REST API reference.(http://hel...

In this article, I want to consider some of the Key Customer Experience fixes and Usability Enhancements in Sage CRM 2020 R1 Sage CRM 2021 R1 is a significant release. It contains some major changes such as OAuth2 for Internal E-mail and Advanced E-...

Sage CRM 2021 R1 is significant in that it has delivered more than simple incremental improvements. This release has executed well on its priorities of delivering interface and user experience improvements, pain point elimination, and enhancing integ...

The release of Sage CRM 2021 R1 has seen several small updates and changes to the APIs in addition to the main RESTful API expansion. The RESTful interfaces have seen a significant expansion in this release – we are still calling this ‘be...

Starting from version 2021 R1, all telephone numbers in Sage CRM are formatted as telephone links Here you can see the Company Summary page – each phone number field is marked as a Click to Dial field. The Click Dial dial links make it easy to...

It is easy to create custom entities in your Sage CRM system. To do that, you need to download, install, and use the Advanced Customization Wizard. The Wizard is distributed as an optional Sage CRM component. It helps you to configure the various par...

Sage CRM 2021 R1 has introduced the ability to configure the Advanced Email Manager to use OAuth 2 to connect to either Gmail (Google Workspace) or Microsoft 365 Exchange. Customers who use Exchange or another Email Server on their own server can con...

Sage CRM 2021 has introduced the ability to configure the internal Sage CRM email client to use OAuth2 to connect to either Gmail (Google Workspace) or Microsoft 365 Exchange.Customers who are using Exchange or another Email Server on their own serve...

"The biggest factors in improving deliverability, 64% said clean up-to-date lists, with relevance at 52% and sender reputation at 42%. - Econsultancy "Email Marketing Census 2011" (2011)" At this point in the email marketing progr...

In this article, I want to look at how we can customize a list, and control the order of columns within that list. We're going to be looking at how we can use a technique called Inline Customization to allow us to customize a list very easily.Usi...

Using RSS feeds is a great way to follow the news abut Sage CRM and share content that you and your customers would be interested in. The RSS feeds below will automatically notify you when the main sources of Sage CRM resources posts an update. Sage ...

Sage CRM 2020 R2 introduced Modern Authentication (OAuth 2.0) for use with Office 365 Exchange Integration. See the article "Understanding OAuth 2.0"  We introduced this because of the ending of support by Microsoft for the use of Basic Authenti...