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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...
This article has been prompted by a customer's questions as they completed a Data Protection Impact Assessment. A Data Protection Impact Assessment (DPIA) is a process to help organizations identify and minimize the risks to individuals' p...
Sage CRM 2023 R2's Multiple Read-Only Tab feature is a game-changer for users who need to compare data from multiple screens at the same time. It allows you to open a read-only version of any screen in a new browser tab, so you can easily switch...
The changes in Sage 2023 R2 have focused on improving the User Experience and improving the integration with Microsoft Exchange. There have also been some important security changes and the deterministic AI feature of the Company Narrative is now tr...
Sage CRM 2023 R2 has added a new column to the email import screen that shows whether a message has attachments.
The new column shows whether a message has attachments, and the other columns on the screen show information about the sender, recipients...
Sage CRM 2023 R2 has introduced a new option called "Default timestamp for imported emails". This option enables users and system administrators to set the default timestamp to apply to the emails imported from Microsoft Exchange Online.
T...
Sage CRM 2023 R2 has added support for single-tenant instances of Exchange Online.
When configuring OAuth 2.0 for an Exchange Online integration in Sage CRM, you can specify whether your Sage CRM app in Microsoft Entra ID supports a single tenant or ...
This article discusses the significance of securing web-based business applications like Sage CRM and Sage 300 through a strategy known as deep layered defence (DLD). These applications integrate customer management with accounting software and may ...
Sage CRM 2023 R2 includes a number of security enhancements, including fixes for bugs that affected the implementation of application security and changes to improve the overall hardness of the system.
Bug fixes
The following bugs that affected the ...
Sage CRM 2023 R2 has added the Multiple Read-Only Tab feature. This allows users to open a read-only version of the current screen in a new browser tab. Users can now reference and compare information from different screens simultaneously,...
Sage CRM 2023 R2 has introduced a new option called "Show stages with zero records." This option allows users and system administrators to hide the stages of a rectangular pipeline that do not include any records. This option controls the c...