Using Microsoft Exchange® with Sage 300

Effective October 1, 2022, Microsoft is making changes regarding Microsoft Exchange that will impact your ability to email documents such as Orders, Invoices and Statements in-product if you are on an unsupported…

With a little creativity, it is easy for organisations of any size to improve the movement of data & processes using alerts & workflow.  To learn how customers of all sizes can reap the operational and financial benefits of using Alerts & Workflow…

Across TWO episodes, Jeff Richards and David Beard from the Sage CRM team talk with Bertus Fick, COO of Opus Xenta who are a global technology company serving the death care profession. 

 Sage 100, Sage 300 and Sage 500 customers, register now for our virtual STAC (Sage Third-Party Applications Conference) tomorrow, July 21, 11:30 AM – 4:00 PM (EST).  The virtual online event includes:

• Conference sessions with valuable business advice…

Sage Partner Cloud promises to provide key benefits for Sage CRM:

• Optimising for success: Expanding the ability to work remotely, while controlling costs.
• Security: Providing confidence that data is protected via Microsoft Azure-backed security.
• Time…

NOTE: This release announcement applies to Sage 300 for the North America region.

What’s new in Sage 300 US Payroll (Q2 2022)

• State legislative updates
• Improved security for sensitive data
• Non-binary gender
• Reviewing comments for employees

For…

NOTE: This release announcement applies to Sage 300 for the North America region.

What's new in Sage 300 Canadian Payroll (July 1, 2022)

• Legislative updates for New Brunswick
• Improved security for sensitive data
• Non-binary gender
• Reviewing comments…

NOTE:  This release announcement applies to Sage 300 for the North America region.

What's new in Sage 300 2021.5

For a summary of the new features and product fixes included, see the Sage 300 2021.5 release notes.  

What's new in Sage 300 2020.8

For…

NOTE: This release announcement applies to Sage 300 for the North America region. 

What's new in Sage 300 2022.2 

• Updated 1099 tax reporting 
• Vendor tax numbers are more secure 
• User passwords are more secure 
• Email documents using Microsoft 365 
• Enter…

A new What’s New in Sage 300 Version 2022.2 anytime Learning course is now available on Sage University for customers and consultants. This course provides you with information on the exciting new features and improvements that have been implemented…

The Sage CRM podcast series ‘Talking CRM’ - the most consistently seen product on the Sage Thought Leadership site - now has over 25 episodes on offer. Myself and my colleague Jeff Richards have talked with partners & customers about sites & approaches…

Introduction

Sage 300 passwords are becoming more complex, and the minimum size has increased!

Sage 300 prior to 2022.2 (April 2022)

• A basic password must start with a character and can contain numbers.
• A complex password follows the basic configuration…

The Governor of Kentucky signed legislation HB 144 which will lower the unemployment taxable wage base back to $10,800 for 2022.  The system update will be available in the Q2 2022 release in June.  However, since this is retroactive, the customer needs…

NOTE: This release announcement applies to Sage 300 for the North America region.

What's new in Sage 300 US Payroll (Q1 2022)

• State legislative updates for Arkansas and Delaware
• Local legislative updates for Kentucky, Maryland, Mississippi, Ohio…

This video link below is to a recording of a recent presentation made to UK business partners. This provides a summary of how the product has been developing over the last few releases and it outlines the priorities that are influencing the roadmap for…

We’ve identified a number of customers who are using the Making Tax Digital module and have not updated it to the latest version.

As we’ll shortly be retiring the license service that your version of the MTD module connects to, it’s really important…

What's new in Sage CRM 2022 R1

• Store Sage CRM data in Azure SQL Database
• Mass delete Communications
• Insert email signature into replies and forwards
• Resize table columns in email templates
• Automatically refresh Calendar and Calendar list

Download…

Thank you for being a wonderful Sage 300 Customer. We have an important update to share with you regarding the Sage Intelligence Reporting Cloud (SIRC).

Sage will be discontinuing the SIRC module offered as a part of Sage 300 cloud. This will be effective…

Sage CRM 2022 R1 has executed well on its priorities of delivering deployment and administration experience improvements, pain point elimination, and enhancing integration capabilities for 3rd party solutions.

Read more...

We talk with AW Cape about their delivery of Sage CRM with Sage 300, delivering a "maintenance services engine" for a housing village catering to burst mains, electrical faults, and other maintenance issues for residents.

NOTE: This release announcement applies to Sage 300 for the North America region.

What’s new in Sage 300 US Payroll (Q4 2021 SR1)

• Federal legislative updates
• State and local legislative updates

For more detailed information about the update read…

When it comes to Customer Relationship Management (CRM), it’s important to understand all the benefits of an integrated solution before beginning your selection process.

This blog post will help you make the best purchasing decision possible. It…

Closing the year? We’re here to help.

As you work on year-end processes, visit the Year-end Center to find*:

• FAQs: Browse year-end-specific topics and guides
• Helpful checklists: Step-by-step year-end tasks that you can view online or print
• Product…

The following patches are available for Sage CRM for Sage 300 customers:

• Sage CRM 2020 R2: KB 113866 Download Sage CRM 2020 R2.2 patch for Sage CRM 2020 R2 stand alone and Sage CRM 2020 R2 integrated with Sage 100 or Sage 300
• Sage CRM 2021 R1: KB 113904…