Sage CRM Hints, Tips and Tricks

There are a number of critical upgrades and enhancements that make upgrading to Sage CRM 2020 R2 a must-have.  The Office 365 authentication method will change to OAuth 2.0, which has an effect on all Office 365 users. Security enhancements to...

  Problem Receiving error: Permitted number of user licenses exceeded. Resolution Confirm that you don't have more active users in the Users table, then what you are licensed for. Should you have additional users (more than licensed), don'...

As mentioned previously in the "Email Marketing Strategy" article, we are now living in an email-dependent society where customers are bombarded by an array of electronic communications, 89% of which is spam. Therefore it is critical that t...

Moving on from the previous post, it is important now to turn some of this theory into practice and take a look at implementation. Once you have chosen your segments you need to consider the different methods available for using these segments. Some ...

Environment Sage CRM 2019 Sage ERP 300 2019  PU5 Sage 300 2019 PU5 CRM Integration I recently had an issue logged where a customer was experiencing the below error while attempting to create a quote or order from an unpromoted company within Sa...

The Sage CRM application like most applications is license based. The license is a twenty-five alphanumeric key that is requested during the installation or upgrade process. Your Sage Business Partner or Reseller will supply this license. The license...

Since the introduction of the REST API ins Sage CRM 2019 R2 we can see that there are three types of web service in Sage CRM. SOAP The SOAP Web Services are the classic interfaces that adhere to the SOAP protocol specification. SData 1.1 SData i...

As I write the Development team are just preparing to hand the code over to the QA team. I am assuming that everything will run smoothly and with the final checks of Sage CRM 2020 R2 and it will be released to the Sage OpCos at the beginning of Augus...

Let's talk about lifestyle modelling. There are a number of ways in which you can use the data that you hold on your customers to build up a more accurate picture of the type of lifestyle and habits they are likely to have. This can be a very pow...

Sysadmin is a little known but useful path flag that can be used in Sage CRM to list the current logged on users. It can also be used to manage current logged on sessions. In path looks like http://servername/installname/eware.dll/sysadmin If you att...

Sage CRM's publically accessible and documented REST API was introduced in Sage CRM 2019 R2. If you have been working with Sage CRM for a while then you probably know about and have used the older SData 1.1 API. And while it is true that the REST...

Over the years we have written hundreds of articles that discuss different aspects of administrating, customization and API usage. And over the years we have created a series of 'round up' articles that group the different posts into subject categori...

Sage CRM has an internal reporting feature that allows a System Administrator to control who can report on the business data held inside Sage CRM. When a user creates a new report, they can make use of the following features in the report editor...

Now - let's look at increasing the sophistication. A powerful way of segmenting your database is to look at 'click behaviour' as well as browsing or purchase history. In comparison to profile based segmentation (which relies on customers ...

I have updated the Web Services Test Harness Solution that I use to help explain the use of the different methods of the SOAP Webservices. You can find this updated version here: https://community.sagecrm.com/partner_community/m/example_componen...

I have updated a sample ASP page that demonstrates how you can clone a Person record.  The sample ASP page demonstrates the code needed to copy a person record and all the associated information. The ASP page partly solves the issue that when a ...

However, We can get a broader view of the Field Security permissions by viewing the FieldSecurity table: In the FieldSecurity table there are a few columns to note: FdSe_SecType FdSe_RecordID FdSe_Permissions The field FdSE_SecType indicates t...

To fix this issue: The easiest way to fix this would be to change the Field Security permissions for the User, Team or Security profile on the field that is being restricted. This might not be that simple on a CRM system that is heavily customised. S...

When selecting the favourites feature the below error may show up. This can be caused when a user has added an item to their favourites list (DB table: UserRecords). Then after this an administrator has applied field level security on the entity tha...

Now we move on to segmentation approaches, specifically the three different forms of segmentation (profile, behaviour and lifestyle). Profile based segmentation tends to be the simplest & most commonly used method for segmenting emails. Many peop...

Right, let's now move on to data sets: There are many ways that a database can be segmented but the best place to start is pragmatically marketing your product or service. Segmentation is driven by data and, importantly, be sure you check 'wh...

The previous post introduced the challenges of segmentation. Let's now talk about harnessing objectives. It's vital you set yourself some overall objectives for segmentation. Start by thinking about your business: What the key factors of succ...

When a user is working with a workflow and is escalating from one state to another there are times when the CRM will be interrupted and the workflow rules for a state will not be completed leaving the workflow in a semi-processed state. This can happ...

The Sage CRM Summit is just a few days away now so make sure that you take this opportunity join this free event.  There is a technical and commercial track and it has all the ingredients to equip you to get the most out of integrated Sage CRM....

The previous post was the final piece that looked at strategicc readiness for email marketing. This week we move on to an area of huge importance to the success of an email marketing programme - segmentation. Segmentation is the method by which we cr...