Sage CRM Hints, Tips and Tricks

With a theme of simplification and automation, the changes in Sage 2022 R2 have mainly focused on the new Email and Contact Import feature along with updates to the general user experience. The What's New Datasheet for the new release of Sage CR...

There are several articles that show the use of the Client Side API. I hope this is a valuable reference that brings everything together. See www.youtube.com/watch There are some Drop-in Demo Code examples of business rules that can be implemented in...

Sage CRM 2022 R2 has added support for SQL Server Web Edition. SQL Server Web edition is a low total-cost-of-ownership option for Web hosts and Web VAPs to provide scalability, affordability, and manageability capabilities for small to large-scale We...

Hi there! We recently received a case where user was not able to create a summary gadget, we have had similar cases in the past. If you ever encounter an issue like 'There is no data to show' or 'error loading data' while creating a gadget, more like...

The Sage CRM Community has additional resources to help partners. These include a spreadsheet that lists the main metadata and database changes that have been made between Sage CRM 2022 R1 and Sage CRM 2022 R2. You can download this from the Example ...

Sage began to review the accessibility of Sage CRM during 2021 as part of the development process. Sage CRM is partially compliant with the Web Content Accessibility Guidelines version 2.1 AA standard. We know some parts of the product are not fully...

For Sage CRM 2022 R2 we reviewed how passwords that are entered through the UI were stored within the system. The work standardized field sizes and the secure storage of the data. As part of this work we added a new field in the screen that allows pa...

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 supported in their upgrades from Sage CRM 2019 R1 and R2 ONLY onwards. You can use the Sag...

In Sage CRM 2022 R2 we have extended the REST API to allow a developer to specify a target folder for the uploaded files. The ability to upload files had been added to the REST API in Sage CRM 2021 but the file would only be uploaded into a temporar...

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.comAs part of the release, the Help Center has been updated with all of the release n...

Sage announced a refresh of its branding globally on 28th April 2022. The refreshed brand is intended to be symbolic of the insights and experiences Sage customers will get as part of the trusted network for Small and Mid-Size Businesses (SMBs). Sage...

Sage has redesigned the Contact and Email Import feature for Sage CRM 2022 R2. Instead of using an additional install (plugin) within the email client, the CRM server connects to the target email server and the user can select contacts and emails fro...

The System Health screen was introduced in Sage CRM in 2017. The System Health page was designed to allow System administrators to monitor the health of 10 Sage CRM components in real time. You can access the screen under <My Profile> | Admini...

The local Sage teams and integration partners should have completed their integration testing today Friday, 12th August 2022. We are on target for the release of Sage CRM 2022 R2 to the Sage regions on Friday 26th August 2022.   Note:&nb...

The following describes the steps to promote a secondary (custom) entity to a primary entity governed by security.  You will need administrator rights and the ability to run SQL scripts against the database using Microsoft SQL Server Management ...

I am surprised that I have not written about this before. This scenario may happen when you set up a new machine. And this is because of settings within the webserver. In the screen below, you can see that I have attempted to edit the values on one o...

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...