Sage CRM Hints, Tips and Tricks

A component that implements this feature can be found in the download folder "Example components and developer resources". You will need to be logged on to the community with the correct rights to be able to access this library of resources...

This is the fourth in a short series of articles on Sage CRM Developer Best Practices. In the last article I discussed how project management and communication factors can influence overall project success. As part of that discussion I cons...

This follows on from the article "How do you set a null value via (SOAP) Web Services?". Part of the difficulty in setting DateTime fields to null via webservices is that System.DateTime in the (Common Language Runtime) CLR is considered a ...

Sage CRM projects are very often implemented in a phases.  The first challenge for a new implementation is to get the software installed and being used. Sage CRM is a full featured CRM system with modules for Sales, Marketing and Customer Servic...

This is the third in a short series of articles on Sage CRM Developer Best Practices. At the end of the previous article, I promised I would discuss how project management and communication factors can influence overall project success. What is ...

Assuming that Values are passed as strings via webservices we can therefore represent null as an empty string. The code below is modified extract of code from the Web Services Test Harness that I use in my training classes. If I want to set the comp_...

www.youtube.com/watchThe E-mail Management functionality is installed automatically with any CRM installation. The CRM E-mail Management service runs as a background process on the server (EWAREEMAILMANAGER.EXE) and processes inbound emails according...

Tab SQL Clause is a property of an individual option within a tab group. The SQL Clause controls the display of the tab in the interface by using SQL to determine the whether the current state of the data matches the business rule expressed. We can d...

Sage CRM offers the ability to control the user interface through security rights and permissions granted through the user profile.  But it is also possible to dynamically change the interface just based on the data.  You may wish to ...

It is possible to define a workflow for the Company entity. Creating a company workflows is different from creating a new workflow for the opportunity or case entity. The entities, Leads, Cases, Opportunities and Solutions all work in a similar way....

www.youtube.com/watch You can find all the documentation on the Sage CRM Help Centre: http://help.sagecrm.com The following are the Advisory notices that have been issued regarding the key environmental changes that have been addressed...

A key component of successful emails is of course your layout. Whatever is displayed in the preview pane, or written in the subject line, is going to decide whether the dialogue with your organisation will continue, or your mail ends up in the trash ...

This is the second in a short series of articles on Sage CRM Developer Best Practices. I mentioned in my first article that I would discuss the project pain points that the participants had identified and how they can be overcome by careful...

In a recent article "The direction of travel, 2021 and beyond." I explained that 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 Sa...

I have assumed that you have created the new entity using the Advanced Customization Wizard. Since Sage CRM 2020 R2 the licensing model has been changed to allow all partners and customers to be able to use the wizard.  You can download the lat...

The Sage CRM development team are working to make sure that beyond the powerful core features that you'd expect from a modern CRM system we've got APIs that are open, standard-based, and free to developers and ISVs.  We want our APIs to ...

The newsletter is one of the most valuable email marketing tools. It is highly flexible and allows the sender to build a dialogue with the recipient in a non-intrusive manner. Therefore it is usually the format used in the "awareness" phase...

A many-to-many relationship described the situation when we have a need to create a link between several records in one table with several records in another table. Imagine a new custom entity called 'Event'. For example, a customer may have ...

This article has been promoted by discussion with colleagues ahead of the recording of a session that is due to be published on the Sage Advice podcast.     Our vision is to provide a great product for customers and partners alike. ...

Today we're going to take a brief look at template choice and design. Once you have decided on the design type, this step is important as your template is the architecture that will hold your email content. There are no rules to say that one temp...

Before designing your email you will hopefully have consulted internally on the campaign objectives and ensured your creative ideas are aligned with the brand direction. Now it is time to turn to the type of email you are going to send, and then deci...

The Sage CRM eLearning area for students following the Support Skills track has been updated to match the style of the Technical and Sales and Marketing tracks.  https://community.sagecrm.com/p/02-training_menu_support.aspx?GalleryViewType=...

Sage CRM provides logging that covers all of its internal actions. There are two parts to this logging which reflect Sage CRM's hybrid architecture. The configuration of the logging associated with the main user interface - the Company, Person an...

The What's New Datasheet for the new release of Sage CRM is available now to download. Sage CRM 2020 R2 was released on Friday 7th August 2020 as 'GA' to each of the Sage regions and countries. The local release of the software is down t...

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 2020 R1 and Sage CRM 2020 R2. You can download this from the Example ...