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...

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...

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...

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...

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 ...

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 ...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 ...

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 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...

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...