• Office 2016 Support for Cloud & On-Premise.

    Hi Everyone, CRM 7.3 SP2.1 released to the public, after initial release we found bug in Lite Plugin. See support matrix & documentation : http://help.sagecrm.com/ Cloud CRM 2016 R1.4 suppose to be released in end of May, however got delay to June 15th…
  • Hosting Sage CRM 200

    Does anyone have a recommendation for hosting of Sage CRM 200? Alternatively, is anyone aware of a migration tool to move Sage CRM 200 database to SageCRM.com version? Thank you in advance. Stephanie
  • Question re Quoting Tool in Sage CRM.com

    Has anyone / does anyone know how to create a search / filter that searches WITHIN the quote documents themselves in Sage CRM.com i.e. the user wants to search by part number, within the proposal / quote. Or any workarounds on this?
  • Sage CRM and Sage Cloud Connector

    I am trying to get some information on Sage CRM and how it will interact with the Cloud Connector for ERP, but I have not found any information on the KB or on the forumn. Is this information not available yet or am looking in the wrong place? What…
  • Cloud - Multiple Opportunity Workflows

    Hi - I have multiple opportunity workflows in the cloud version but am finding that the New button (top right hand side) when in the opportunities section is just displaying " N ew" multiple times instead of distinguishing between my various flows. Each…
  • Identify Cloud Version

    I have taken out a trial but I don't remember being offered a version choice. How can I find out which version I am trialling ? Thanks.
  • CRM 7.2 Cloud Adding a Jpg Field?

    Is there a way to add a field to attach a visible jpg? The prospect is a modeling agency and needs a quick view of the Models on their summary screen in the form of a picture (jpg will work). Is this possible and if so how?