Welcome to the Sage CRM Support Group on Community Hub! 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.
Tagging in Sage CRM enables users to associate entities with relevant tags without modifying the underlying data model, offering benefits such as flexibility in data capture, targeted marketing campaigns, enhanced reporting and analysis, a...
Sage CRM 2024 R1 has added a new tagging system to simplify the way you organize and access your records.
What are Tags?
You can think of tags as labels you can add to your records. Tags work similarly to hashtags on social media, allowing you to cl...
Sage CRM 2024 R1 supports bold and italic formatting in multiline text fields. This new feature empowers users to emphasize and structure information more effectively, leading to enhanced readability and quicker insights into crucial details.
Users ...
Enhanced security features have been implemented to bolster data protection in Sage CRM 2024 R1. These include the implementation of improved controls over external URLs within dashboard gadgets.
A new checkbox, labelled "Allow external URLs in ...
Sage CRM Ally (beta), is an AI chatbot embedded in the Sage CRM user interface designed to enhance user help accessibility through Sage CRM features.
This is the same chatbot that we have been using in the help centre: https://communityhub.sage.com/s...
Sage CRM is constantly evolving to provide a better user experience. This update focuses on simplifying the user interface and improving performance.
Sage aims to make Sage CRM simpler and more efficient.Two features are being deprecated to achieve 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 2023 R2 and Sage CRM 2024 R1. You can download this from the Example ...
Sage released Sage CRM 2024 R1 to all regions on Thursday, 11th April 2024. 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 2024 R1, you ca...
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.com
Sage CRM 2024 R1 will be released to the Sage operating companies on Thursday 11th&...
The local Sage teams completed their integration testing last week and Sage CRM 2024 R1 is on target for a release to the Sage regions on Friday 12th April 2024.
Sage is delighted with this important release for Sage CRM in 2024 and it is r...
I have recently presented a training session about Sage CRM's SOAP Web Services. I thought it would be useful if I created a list of articles that deal with aspects of using the SOAP web services interface.
General
An...
Company Team and Sensitive Tabs are a way of adding a "no code" control of access for people in the same security profile/territory - so imagine users that work together but where the system administrator doesn't want them casually accessing cer...
The Sage CRM Component Manager uses the file extension .ES for its script files. These files contain JavaScript code that can be modified to customize various aspects of Sage CRM.
The .es files are located on the Sage CRM server in the %ProgramFiles(...
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 ...
I wonder if you have ever looked at the viewed the page source of a screen in Sage CRM and seen this...
The script reference looks like src="/[instance]/js/crm/Z010_crmAPICore.js?version=xxxx".This is a trick used by of our develo...
Here at Sage we have all of the information out and availble for one to be able to check all the necessary information required when planning an upgrade. This might seem like simple and silly thing. But I hope this helps some of you be able to find q...
A customer had the requirement to provide their users with a simple organisation chart that showed the contacts they had within an organisation grouped by department.
Sage CRM's API has an OrgTree function described in the Sage CRM Developer Gui...
Wanting to bring this very unique error to light.
Our BP was getting this error message from the Reports menu, in CRM 2023 R1.2 when they exported to XLSX/Excel CSV/CSV error as follows:
The same report printed fine to screen and PDF.
T...
Sage CRM should always be implemented with HTTPS when exposed to the internet. As a system that handles sensitive customer data, exposing that data over unencrypted HTTP would be a major security risk.
An additional strategy for strengthening your de...
This page contains links to articles and guides that explain how to manage translations, languages, and captions in Sage CRM for system administrators and developers.
Sage CRM has built-in translations for English, French, Spanish, and German. You c...
This article provides a sneak preview of the key features and enhancements in development for Sage CRM 2024 R1. It also highlights the roadmap for the upcoming years, giving you a glimpse of the direction of the product.
What's coming in Sage ...
Last month I came across a peculiar request. The BP was using CRM internally and the logs were showing authentication issues, not allowing it to connect to the mailbox. This error is a recuring one about twice a year.
Initially we thought this ...
We have seen in other posts that it is perfectly possible to create ASP pages that contain multiple blocks. These have been search pages or entry pages that have drawn their blocks from either the same or different entities.
What we have not discusse...
This article has been prompted by recent enquiries about how the performance of specific list screens in a customer's system can be improved.
Custom extensions of the interface can be made using either the .NET or Classic ASP APIs.
These are some ge...
Like any software, Sage CRM is susceptible to security vulnerabilities and bugs. That's why it's important to keep your Sage CRM system up to date with the latest patches and upgrades.
Sage recently announced that it updated its Sage CRM Hel...