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  • Capturing data using different Key Attribute EntryTypes and Data Categories

    The ability to define additional Key Attributes as a way of capturing extra data in outbound calls and for ad hoc purposes is one of the most useful aspects of the marketing features in Sage CRM. But it may also require considerable thought in how to…

  • Adding a Clone Campaign button to Sage CRM using ASP COM API

    Here is an example that uses the Button Group feature added in Sage CRM. You can see from the screen shot above that I have added a button to the system generated Campaign Summary Screen. When the button is pressed, the following screen appears that allows…

  • Mass email function

    When trying to mass email a group created from our "leads" by going to the group we've created and selecting "New Email" we are not given the correct fields from the "Choose Field to insert into the E-Mail" drop down menu. The only options we are given…

  • Show Campaigns entry screen in every task or communication by default

    Is there any way you can set Campaigns entry to be visible by default in every task or communication instead of clicking the button Show Campaigns? From To

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