Sage CRM integrates with a very wide range of Sage accounting products. These are classified by Sage as the Sage 200cloud franchise products. You may know them as Sage 100cloud, Sage 200cloud or Sage 300cloud.
Note: There are no changes planned to any of the integrations to Sage 200cloud franchise products in relation to the GDPR.
That means that the normal rules relating to data synchronization from a Sage accounting system to Sage CRM need to be understood. This might cause a piece of anonymized data to pass in either direction between the two systems. This is no different to a regular record update.
Within Sage CRM Person records that are shared with MailChimp or Swiftpage are flagged.
Customers would need to manually removed those records from those external systems. Please be aware of the Facebook and Twitter integrations.
This is the person summary a screen for a contact in Sage CRM.
You can see on this screen that this contact has been sent to MailChimp.
This field will show either ‘null’, ‘MailChimp’, ‘Swiftpage’ or ‘Swiftpage & MailChimp’.
This information is also shown at the level of the company. This feature will be added for Leads in Sage CRM 2018 R3.