Type Title Downloads Rating

Configuring Logging Levels for Main Screens

This topic is designed to help the new Application Administration. It is part of a series of lessons...
Posted to: Application Administration
by 588

Set up e-mail Aliases

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 721

E-mail Configuration

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 628

Controlling System Behaviour

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 487

SMS Configuration

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 560

How Mail Merge works

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 563

How to diagnose issues using System Health

This short lesson is designed to help system administrators and support colleagues working with Sage...
Posted to: Application Administration
by 441

Create E-mail Templates

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 640

Email Configuration using OAuth2

Sage CRM 2021 R1 has introduced the ability to configure the internal Sage CRM email client to use OAuth2...
Posted to: Application Administration
by 579

Create a Quote/Order Template

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 498

Control Forward and Reply Translations

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 525

Create a Simple Document Template

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 728

General System Settings

This topic is designed to help the new Application Administration. It is part of a series of lessons...
Posted to: Application Administration
by 547

Documents and Reports Configuration

This topic is designed to help the new Application Administration. It is part of a series of lessons...
Posted to: Application Administration
by 713

Using "Click to dial" links

Starting from version 2021 R1, all telephone numbers in Sage CRM are formatted as telephone links. The...
Posted to: Application Administration
by 526