Sage City Community
Sage City Community
  • Product Support
    • Africa & Middle East
    • Canada
    • France
    • Portugal
    • Spain
    • United Kingdom & Ireland
    • United States
    • Global Solutions
  • Community Help
  • Cancel
  • User
  • Site
  • Search
  • User
x Want to participate? Join the group to interact
Sage CRM
  • Sage Global Solutions

Sage CRM

Welcome to the Sage CRM Support Group on Sage City! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
Sage CRM Hints, Tips and Tricks
  • Forums
  • Blogs
  • Videos
  • Members
  • Resources
  • More
  • Cancel
  • Ask a question
  • Tags
  • Subscribe by email
  • More
  • Cancel
  • Sage CRM 2023 R2: Changes to Help and Available Resources

    Sage CRM 2023 R2: Changes to Help and Available Resources

    Sage CRM
    Sage CRM
    The first place that you look for help with 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 releas...
    • 2 Oct 2023
  • Introducing OpenJRE adoption in Sage CRM 2023 R2

    Introducing OpenJRE adoption in Sage CRM 2023 R2

    Sage CRM
    Sage CRM
    From Sage CRM 2023 R2, there will be a change in the product's Java runtime environment. As a response to feedback from partners and customers, we are moving away from utilizing Oracle JRE and transitioning to a distribution of OpenJDK. This shift w...
    • 29 Sep 2023
  • Sage CRM 2023 R2: Planning your upgrade & changes in supported software

    Sage CRM 2023 R2: Planning your upgrade & changes in supported software

    Sage CRM
    Sage CRM
    Sage CRM 2023 R2 will be released to all regions today, September 29, 2023. Each Sage OpCo team will decide when to release the new version in their country, but you can start planning for your upgrade now. To upgrade to Sage CRM 2023 R2, you can use...
    • 29 Sep 2023
  • Sage CRM and Sage City: A thriving community for businesses

    Sage CRM and Sage City: A thriving community for businesses

    Sage CRM
    Sage CRM
    Running a business in 2023 is hard, and 2024 could be a challenging year. The world is ever-changing, and many business owners feel anxious and stressed. Sage CRM, especially when integrated with Sage accounting products, is a vital tool for thousan...
    • 22 Sep 2023
  • Sage CRM 2023 R2: What to Expect

    Sage CRM 2023 R2: What to Expect

    Sage CRM
    Sage CRM
    The local Sage teams and integration partners should have completed their integration testing today Monday, 18th September 2023. We are on target for the release of Sage CRM 2022 R2 to the Sage regions on Friday 29th September 2023. Note: The exact ...
    • 18 Sep 2023
  • Sage CRM & Sage 300 Web Screens Using The Same Port. Conflict with Sage.CNA.WindowsService – Changing Ports for Tomcat Service

    Santiago Gonzalez Perez
    Santiago Gonzalez Perez
    We recently had a case where the BP was getting a IRL Rewriter error upon installation upgrade of CRM 2023. They would login to CRM and get the interactive dashboard not loading. Suddenly after the Apache Tomcat Service would stop and therefore all ...
    • 30 Aug 2023
  • Sage CRM 2023 R1. A round up of articles about Campaign Management

    Sage CRM 2023 R1. A round up of articles about Campaign Management

    Sage CRM
    Sage CRM
    Sage CRM is a powerful tool that can help businesses of all sizes plan, execute, and track their marketing campaigns. It provides a central repository for all your campaign data, such as target audience, goals, budget, and timeline. It makes it easy...
    • 10 Aug 2023
  • Sage CRM 2023 R1.  A round up of articles about Quick Find: A Powerful Search Tool

    Sage CRM 2023 R1. A round up of articles about Quick Find: A Powerful Search Tool

    Sage CRM
    Sage CRM
    The Quick Find feature in Sage CRM is a powerful search tool that allows users to quickly and easily find information in their CRM system.  Powered by Apache Solr, Quick Find can search across all of the data in your CRM system, including custo...
    • 27 Jul 2023
  • Disable click to dial links functionality associated with phone numbers[Workaround]

    Seema Singla
    Seema Singla
    We recently received a case where the user wanted to disable the 'click to dial' functionality associated with phone numbers.  Here is a workaround for that: 1. Under .. wwwRoot/js/Custom folder > create a .js file and add t...
    • 26 Jul 2023
  • Creating a Communication of Type Task using the REST API

    Creating a Communication of Type Task using the REST API

    Sage CRM
    Sage CRM
    The Sage CRM REST API can be used to create a Task Communication. This involves inserting two records into the database: a communication record and a comm_link record. The comm_link record is a secondary entity that links the communication (task) wit...
    • 26 Jul 2023
  • Moving Sage CRM from HTTP to HTTPS and how to renew SSL certificates.

    Santiago Gonzalez Perez
    Santiago Gonzalez Perez
    Moving Sage CRM from HTTP to HTTPS and how to renew SSL certificates.   This last month we had a couple of BPs that ran into issues with their CRM instances not promoting suddenly. Only to find that the SSL had expired on the server. Logically o...
    • 24 Jul 2023
  • Sage CRM 2023 R1: Email and Phone Numbers in CRM

    Sage CRM 2023 R1: Email and Phone Numbers in CRM

    Sage CRM
    Sage CRM
    When working with Sage CRM's APIs you may experience "strangeness" when interacting with person details.  This is "strangeness" could be when you directly edit phone and email details and every thing seems to sa...
    • 4 Jul 2023
  • Is Sage CRM backwards compatible with Sage 300?

    Santiago Gonzalez Perez
    Santiago Gonzalez Perez
    We recently had a case where the BP was wanting to integrate Sage CRM 2022 R2 with Sage 300 2021. They had various issues before contacting us. At first they believed the integration component was not the correct one. So they requested where to downl...
    • 22 Jun 2023
  • Manually updating the Tomcat version

    Ocean Helberg
    Ocean Helberg
    Customers can manually update the version of Tomcat installed with Sage CRM. Sage updates software components due to functional changes or due to security requirements.  Sage has tested and approved the Tomcat versions supplied with Sage CRM. &n...
    • 7 Jun 2023
  • Sage CRM 2023 R1: SDK Improvements - New SDK Installer available

    Sage CRM 2023 R1: SDK Improvements - New SDK Installer available

    Sage CRM
    Sage CRM
    Sage is working to make sure that Sage CRM has APIs that are open, standard-based, and free to developers and ISVs. Sage wants the Sage CRM APIs to be used to integrate Sage CRM with Sage Accounting Products and become part of an ever-expanding ecos...
    • 14 Apr 2023
  • Sage CRM 2023 R1: SDK Improvements - Enabling existing pre-Sage CRM 2023 R1 custom entity to allow email import.

    Sage CRM 2023 R1: SDK Improvements - Enabling existing pre-Sage CRM 2023 R1 custom entity to allow email import.

    Sage CRM
    Sage CRM
    The Email Import functionality in Sage CRM 2023 R1 has been upgraded to include support for custom entities, enabling emails to be linked with custom entity records. This enhanced feature is available through a new version of the Advanced Customizati...
    • 13 Apr 2023
  • Sage CRM 2023 R1: UI Improvements - Expanded ability to control styles

    Sage CRM 2023 R1: UI Improvements - Expanded ability to control styles

    Sage CRM
    Sage CRM
    Since Sage CRM 2021 R1, Sage CRM's interface has undergone significant visual changes. In Sage CRM 2022 R2 this included the incorporation of a vivid green, black, and white colour palette. In Sage CRM 2023 R1, new icon sets and chart colours hav...
    • 12 Apr 2023
  • Sage CRM 2023 R1: UI Improvements - Sage branding uplift and accessibility improvements.

    Sage CRM 2023 R1: UI Improvements - Sage branding uplift and accessibility improvements.

    Sage CRM
    Sage CRM
    A year ago, at the end of April 2022, Sage unveiled a new Branding aimed at representing the valuable insights and experiences that customers can expect from the trusted network for Small and Mid-Size Businesses (SMBs). We started the rebranding proc...
    • 11 Apr 2023
  • Sage CRM 2023 R1: Admin Improvement: File Upload whitelist replaces blacklist

    Sage CRM 2023 R1: Admin Improvement: File Upload whitelist replaces blacklist

    Sage CRM
    Sage CRM
    Sage CRM 2023 R1 has changed the way in which files uploaded into the library are policed. In Sage CRM 2022 R2 and earlier there was a setting called "File extension restrictions" that allowed a System Administrator to blacklist the extens...
    • 10 Apr 2023
  • Sage CRM 2023 R1: SDK Improvements - New Advanced Customisation Wizard

    Sage CRM 2023 R1: SDK Improvements - New Advanced Customisation Wizard

    Sage CRM
    Sage CRM
    Sage's goal is to provide open, standard-based, and free APIs for developers and ISVs to integrate with Sage CRM. This will allow for seamless integration with Sage Accounting Products and contribute to the growth of the ecosystem. Creating cust...
    • 7 Apr 2023
  • Sage CRM 2023 R1: UX Improvements - Downloading, editing and re-uploading documents, spreadsheets and other files

    Sage CRM
    Sage CRM
    In Sage CRM 2023 R1, there is no longer a need for users to install a plugin to access and modify files that are attached to a Company or Community record, or files created using the Mail Merge feature. Instead, users can now download the file to the...
    • 7 Apr 2023
  • Sage CRM 2023 R1: UX Improvements - Import emails into Cases and Custom Entities, flags and filters.

    Sage CRM 2023 R1: UX Improvements - Import emails into Cases and Custom Entities, flags and filters.

    Sage CRM
    Sage CRM
    Sage originally introduced the Contact and Email Import feature in Sage CRM 2022 R2. The feature replaces the need for customers to install an additional plugin within the email client. It added the ability to connect directly to the target Exchange ...
    • 7 Apr 2023
  • Sage CRM 2023 R1: Changes to the database and metadata

    Sage CRM 2023 R1: Changes to the database and metadata

    Sage CRM
    Sage CRM
    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 ...
    • 6 Apr 2023
  • Sage CRM 2023 R1:  UX Improvements - The Company Narrative

    Sage CRM 2023 R1: UX Improvements - The Company Narrative

    Sage CRM
    Sage CRM
    Sage CRM 2023 R1 has introduced a new feature called the Narrative, which will appear in the Company tab menu. (See: A sneak peek at the new Company Narrative feature now in development.) The feature generates a simple synopsis of the interactions w...
    • 6 Apr 2023
  • Sage CRM 2023 R1: SDK Improvements - Revised .NET Documentation on developer.sage.com

    Sage CRM 2023 R1: SDK Improvements - Revised .NET Documentation on developer.sage.com

    Sage CRM
    Sage CRM
    Sage's focus is on ensuring that our Sage CRM platform offers open, standard-based APIs that are freely available to developers and ISVs. The objective is to encourage the integration of Sage CRM with Sage Accounting Products and create a thrivi...
    • 5 Apr 2023
>
Generic Content
Sage
Africa & Middle East Canada France Portugal Spain United Kingdom & Ireland United States Global Solutions
  • facebook
  • instagram
  • linkedin
  • youtube
COMMUNITY
  • Community Help
  • Site help
  • Site map
COMPANY
  • Overview
  • About us
  • Careers
  • News
  • Sage events
  • Investors
  • Sage Foundation
PARTNERS
  • Sage Partner Program
  • Partner Hub
  • Developers & ISVs
  • Sage Marketplace
SUPPORT & TRAINING
  • Contact Support
  • Sage Knowledgebase
  • Sage University
  • Sage Advice Blog
Generic Content
  • © Sage Group plc 2022
  • Privacy
  • Cookies
  • Community guidelines
  • General data protection regulation