• Blog Post: Custom Field Search

    In CRM, the custom tables store metadata for any new fields, screens, lists or entities that are created. Sometimes when I'm working on the front end that has been heavily customised, I may need to find where a custom field is referenced in the application. For example a custom field that was...
  • Blog Post: Building New Mobile Screens: A Round Up of Essential Articles

    Sage CRM offers native iOS and Android mobile CRM apps. The apps allow you to view contacts, opportunities, notes and customer information with or without internet access. The snag is that these apps are fixed in scope and can not be extended to include new custom entities or features. This is where...
  • Blog Post: Metadata and Screens

    The screen shown below is the Person Summary screen from Sage CRM. The screen is built from HTML that has been returned from the Sage CRM application running in the web server as a result of a request sent from the browser. In this example it is the eWare dll that was responsible for how the...
  • Blog Post: Sage CRM 2018 R1: An Overview of System Security

    Sage CRM is a product that has an expectation that its users are going to want to access the system from a wide variety of locations, both inside and outside the corporate network and that they will be accessing it using a range of different devices. That means that when planning an implementation...
  • Blog Post: Sage CRM 2017:Installation Requirements and Planning for System Implementation

    If you are faced with installing Sage CRM for the first time then is can be a little daunting. This is especially true when you need to think about not only the required hardware and software but application and system security and the possible need to cope with large numbers of users and making sure...
  • Blog Post: Sage CRM: Updating a license

    After you have installed Sage CRM there will come a time when you will need to make changes to its settings. I don't mean the every day administrative changes like changing the security profiles or adding a new team. I mean big changes like needing to reinstall the database - typically only...
  • Blog Post: Advanced E-mail Management: Creating a Template

    In this article I want to discuss how new rule templates for the Sage CRM Advanced E-mail Manager can be created and which SDK resources are available to developers. I have written previously about the Advanced E-mail Manager and these articles are worth looking at again as a they provide a useful...
  • Blog Post: Advanced E-mail Management: Configuring the use of a Template

    In this article I want to discuss how the Sage CRM Advanced E-mail Manager can be configured to use different functions within script templates to allow processing of emails according to business requirements. In an earlier article " Advanced E-mail Management: Creating a Template " I discussed...
  • Blog Post: Using the SOAP Web Service to add a Lead and set the Opened Date and Assigned User values

    Below is some example C# code that shows how to use the add() method to add a new Lead record into the Sage CRM database. The code will set the value for the Opened Date field and the Assigned User value. Note The following assumptions have been made. 1) The system is configured within the...
  • Blog Post: Sage CRM 2018 R1: More thoughts on System Architecture and Security

    The article called " An Overview of System Security " contains the following diagram. I wrote then "It is likely that an implementation will require you to think about how users will access the system from beyond the corporate network. In these circumstances Sage CRM's web...
  • Blog Post: Sage CRM and Sage Enterprise Intelligence: A technical introduction (Part 1 of 3)

    This is the first article in a series about the integration between Sage CRM and Sage Enterprise Intelligence. Sage CRM provides the sales, marketing and services modules for Sage business management solutions. When Sage CRM is implemented with Sage Business Cloud Enterprise Management (formerly Sage...
  • Blog Post: Sage CRM and Sage Enterprise Intelligence: A technical introduction (Part 2 of 3)

    This is the second article in a series about the integration between Sage CRM and Sage Enterprise Intelligence. In my previous article I explained Sage Enterprise Intelligence templates for Sage CRM were available on the community. I also discussed that Sage Enterprise Intelligence can connect to different...
  • Blog Post: Sage CRM and Sage Enterprise Intelligence: A technical introduction (Part 3 of 3)

    This is the third article in a series about the integration between Sage CRM and Sage Enterprise Intelligence. In my previous article I explained how to configure the Sage CRM database as a data source in Sage Enterprise Intelligence. In this article I want to discuss the import the SEI templates...
  • Blog Post: Using the Sage CRM templates in SEI (Part 1 of 2)

    This is the first article in a series about using the templates that provide the integration between Sage CRM and Sage Enterprise Intelligence (SEI). These templates bring the power of advanced analytics on the combined front office and back office system. I have written previously a series of articles...
  • Blog Post: Using the Sage CRM templates in SEI (Part 2 of 2)

    This is the second article in a series about using the templates that provide the integration between Sage CRM and Sage Enterprise Intelligence (SEI). In the first article I looked at the sales template and its content and how dashboard and the report elements can be surfaced in both SEI and Sage...
  • Blog Post: Sage CRM and Sage Enterprise Intelligence, A round up of essential resources.

    Sage Enterprise Intelligence is an intuitive business intelligence solution integrated with Sage business management systems such as Sage 300cloud and Sage Enterprise Management. It helps business users reduce time spent on analysis and reporting and make faster, better-informed decisions. Sage Enterprise...
  • Blog Post: An approach to recording completed marketing communications sent by an external system

    A customer uses an external system to generate marketing emails to contacts. These contacts exist as records in their accounting system that is integrated with Sage CRM. This means that the contact exists in both Sage CRM and the Sage BMS but because the emails are sent from a third party system integrated...
  • Blog Post: Sage CRM 2017 R2 Developer Best Practices (Part 1)

    For most customers and partners the need for development is on a small scale. It is typically focused on an integration with a business management solution or on adding a new entity within the system and generally these are relatively small projects with tight time frames. The design of Sage CRM emphasises...
  • Blog Post: Sage CRM 2017 R2 Developer Best Practices (Part 2)

    This is the second in a short series of articles on Sage CRM Developer Best Practices. I mentioned in my first article that I would discuss the project pain points that the participants had identified and how they can be overcome by careful preparation. There is no magic wand that will remove the...
  • Blog Post: Sage CRM 2017 R2 Developer Best Practices (Part 3)

    This is the third in a short series of articles on Sage CRM Developer Best Practices. At the end of the previous article , I promised I would discuss how project management and communication factors can influence overall project success. What is project management within a Sage CRM Implementation...
  • Blog Post: Sage CRM 2017 R2 Developer Best Practices (Part 4)

    This is the fourth in a short series of articles on Sage CRM Developer Best Practices. In the last article I discussed how project management and communication factors can influence overall project success. As part of that discussion I considered the importance of taking stock of the existing customer...
  • Blog Post: Sage CRM 2017 R2 Developer Best Practices (Part 5)

    This is the fifth article in the series on Sage CRM Developer Best Practices. At the end of the last article I said that I would use this post to consider the first of the 'tips' that were outlined in that article. Proper preparation prevents poor performance I discussed in the third article...
  • Blog Post: What happens when a Lead is converted to an Opportunity?

    Sage CRM integrated with Sage BMS products (e.g. Sage 100cloud, Sage 300cloud) provides a way of managing interactions with prospective customers through the initial contact with a Lead, the confirmation that the company is a valid sales opportunity through to the processing of Orders and Quotes that...
  • Blog Post: Integration with External Systems and the Synchronization of Application Data

    Introduction Sage CRM is integration-ready straight out of the box. It can integrate quickly with Sage BMS products, as well as other external applications through secure, standards-based web services and APIs. In this article I want to discuss the different approaches that can be taken by a developer...
  • Blog Post: Sage CRM 2018 R1: How a user's Favourite Records are stored in CRM.

    In the screenshot below, you can see that a user has selected certain records as their favourites. When a user marks a record as a favourite, an Ajax call is made from the interface to insert a record into the database table 'UserRecords'. The records that are created can be accessed...