• Sage CRM 2024 and Beyond

    A 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.
  • | Sage CRM Podcast Series | A session with OrbusTechnologies - Ep. 2 |

    Across three episodes, we talk with Orbus Technologies Limited (Jamaica) who specializes in delivering CRM and accounting solutions across the Caribbean. In this episode , we talk to Paul about his collection of add-ons for customers that bridge the back…
  • | Sage CRM Podcast Series | A session with OrbusTechnologies - Ep. 1 |

    Across three episodes, we talk with Orbus Technologies Limited (Jamaica) who specializes in delivering CRM and accounting solutions across the Caribbean. In this episode , we talk with Paul about how he first learned about CRM - a long way from Jamaica…
  • | Sage CRM 2022 R2 | Released to the regions |

    The new features in Sage 2022 R2 mainly focus on the New Email and Contact Import feature. These replace the Classic and Lite Outlook Plugins. Other features include Setting maximum password lengths – part of a security review REST API improvements…
  • Benefits of Sage CRM Workflow Escalation Rules

    Investing in software for your business should help you reap numerous benefits, including increased efficiency and productivity along with reduced costs. But are you truly making the most of your software and systems? Guest Sage CRM blogger Caroline…
  • Extend your accounting system - learn more about Sage CRM

    CRM HQ offers flexible online courses that allow you to learn whenever you like. Use these free recorded lessons to help you get the skills you need to become a confident user, administrator, consultant or developer within a very short time. For resellers…
  • Snapshot Survey: Outlook Integration with Sage CRM in Sage 300

    In the first of a series of snapshot surveys. Jeff Richards wants to know how customers use the Outlook Plugins within Sage CRM. Snapshot Survey: Outlook Integration - Sage CRM Announcements, News, and Alerts - Sage CRM - Sage City Community
  • New Mobile Apps for Sage CRM announced by CRM Together

    CRM Together one of the foremost development companies specialising in Sage CRM has announced the release of new Apps for Apple and Android phones. CRM Together, Dublin, 16th November 2020 CRM Together’s MobileX extends Sage CRM usage beyond the desktop…
  • CRM 2019R2 with Sage 300 2019 PU4 - Merge companies in CRM doesn't work

    When merging two companies in CRM where one is linked to a Sage 300 customer record and the other one isn't the merge complains about the tax code and fails to merge. Does anyone know how to fix this? Dana
  • Sage CRM - What's New in 2018 R2 training now in Sage University!

    The SCRM - Sage CRM - What's New in 2018 R2 anytime learning course is now available in Sage University. Learn about the new features and improvements that have been added, including features to help with GDPR compliance. Use the link below to directly…
  • Vendor Item cost updated by I/C Vendor Details module.

    Hi, When our vendor notify us about their price change, we update our vendor cost in I/C Vendor Details module, under Vendor Cost. If we have outstanding POs for this item in the system, we would like to receive them with the old price, because the…
  • Sage CRM 7.3 Integration with Sage 300 ERP

    Sage CRM 7.3 integration with Sage 300 ERP 2014 and Sage 300 ERP 2012 is now live. You must be logged in to the Knowledgebase to view the following: Sage CRM 7.3 full product (required): Download Sage CRM 7.3 for Sage 300 ERP 2014 PU2 or 2012 PU5…
  • Accounts Payable Electronic Payments

    We'd like give our vendors confidence that their banking info is secure and not being broadcast openly when executing a transaction. Can any of you please provide some information on how that data is encrypted when it is transmitted? Thanks CO
  • Sage CRM 7.2 patch G integration patch available

    Sage CRM 7.2 patch G is now available for Sage 300 ERP 2014 product update 2 or Sage 300 ERP 2012 product update 4 and product update 5. To download, login to support.na.sage.com and search for "patch G for Sage 300", If you are already logged in, you…
  • Sage CRM 7.3 Integration with Sage 300 ERP Release Date

    FYI: The Sage 300 ERP 2014 integration with Sage CRM 7.3 will be available on March 31, 2015. Stay tuned to this forum and @Sage300ERPC for updates and changes. Thanks!
  • Getting answers to your technical questions

    Check out " Getting answers to your technical questions " for ways to get technical support for Sage CRM. It's posted in the Sage CRM support community!