Sage CRM Hints, Tips and Tricks

Deleting communications As part of the general right to be forgotten you may need to remove communications. These are communications either associated with a person or a Lead. The Communication tab will have a button available to Administrator to all...

Imagine that you have created a new custom entity called 'Project' for your system. Sage CRM provides the Advanced Customisation Wizard to allow you to do just this very easily as you can see in the image below. You should notice that I crea...

Laws such as the GDPR introduce a right for individuals to have personal data erased. The right to erasure is also known as 'the right to be forgotten'. But what if you need to remove customer data? Anonymization is the recommended approach f...

Sage CRM has views that could be used to create groups that only include Persons and Lead who have explicitly granted consent. For example, if I wanted to I could create a Dynamic Group based on the person entity and use the 'Consented Persons&#3...

In this article I want to consider how Sage CRM's SOAP based web services can be used to extend its features and integration with other systems. Sage CRM actually has two forms of web service in the current system. It offers both REST and SOAP We...

I faced this message when I attempted to log-on to one of my training installs this morning. This was approximately 10 minutes before the start of a webinar but I am sure there are quite a few partners to whom this message has appeared in equally ala...

The maximum number of on-screen results returned by Quick Find can be configured. This is a system wide maximum value for all users and is set in Quick Find configuration area. Results appear as a scrollable list. The Quick Find results are also op...

In the screenshot below, you can see that a user has selected certain records as their favourites. When a user marks a record as a favourite, an Ajax call is made from the interface to insert a record into the database table 'UserRecords'. T...

When the figures from your campaigns start coming back, it is inevitable that ROI discussion will be a central topic, particularly with senior management. While it would be foolish to diminish the importance of ROI (particularly with those who are pr...

This article will provide a worked example on how to extend Summary Reports. For this example I will add a new Notes section to the Case Summary Report. In order to do this I drew on information contained in two previous articles. custom_reports se...

This article builds on the article "How to customize reports through CSS in PDF format" to further explore how Summary Reports can have their look and feel changed. Summary Reports are the PDF reports that can be run directly for the Summar...

An equally important part of the analysis phase of email marketing is to undertake a review of the campaign performance. This is from an organisational and delivery perspective, metrics don't really play a part in this process. With this in mind,...

The Quick Find feature includes phone number and email and postal address information associated with Person and Company records. Imagine that you miss a call while away from your desk and find that someone has stuck a post it note with the callers n...

If you have carried out an upgrade from a version of CRM older than Sage CRM 2017 then this article may be relevant.. From Sage CRM 2017 R1 onwards, the standard communication page in the 'My CRM' and 'Team CRM' context is produced us...

Sage CRM has a great feature — Favourites. All primary entities have the ability to mark them as favourite and access them easily from user Favourite list. We can extend this feature for custom entities as well. If you have used Advanced Custo...

Sage CRM provides an integration with MailChimp. The integration allows users to push their Sage CRM contacts into MailChimp and quickly and easily create new targeted email marketing campaigns in Sage CRM. A customer reported a situation where once ...

Can we customise the "Statistics for All stages" that appear next to the pipeline in My CRM / Opportunities? The pipeline graphic and its associated statistics are driven from within the dll and have no definition within meta data. This m...

Further to the previous post introducing email marketing metrics, this week we are going to take a look at the principles surrounding the top 3 - clickthrough, open and deliverability. Clickthrough Rate: The most tracked email metric is click-throug...

Uninstalling the integration As there are many different components to the integration, uninstalling the integration will require multiple steps Master article can be found Sage 300 -> CRM integration troubleshooting guidePrevious article can...

Choosing your metrics is an important decision for your company to make, however you must also keep in mind that many variables come into play that may not be reflected in the figures themselves. This key point was made recently in the blog "Ema...

Quotes and OrdersNext up you can create your quote or order in Sage CRM by using the web screens from Sage 300. Master article can be found Sage 300 -> CRM integration troubleshooting guidePrevious article can be found hereNext arti...

Customer and Vendor PromotionsLets look at promoting a Customer/Vendor in Sage CRM to Sage 300. Promoting a customer or vendor to Sage 300 is the process of capturing the details of a customer/vendor and then pushing the info to Sage 300 to be able t...

Importing Customers and/or Vendors. When you have integrated the systems and you need to get your AR customers and AP vendors from Sage 300 into CRM, you can use the import function in Sage CRM to import your existing customers and vendors from Sage ...

We will be looking at the Database-Level security setup portion of the integration. This part is needed to identify the security requirements the integrated screens that gets shown from Sage 300 to CRM. When we worked with the User Level securit...

In Sage CRM 2021 R2 we have made a change to allows a template to be selected when using the 'Send Quote' and 'Send Order' quick mail merge feature. The image below shows a Quote Screen In Sage CRM 2021 R1 and earlier a user could cl...