Hints, Tips and Tricks
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Hints, Tips and Tricks
Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.
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Sage CRM 2019 R1: Increased user password security
Posted
1 day ago
by
Jeff Richards
We’ve increased security for user passwords in Sage CRM 2019 R1 by using the bcrypt algorithm to generate hashes for user passwords. Bcrypt adds a salt (a random string of characters) to each...
Sage CRM 2019 R1: Implementation Improvements
Posted
5 days ago
by
Jeff Richards
Within Sage CRM 2019 R1 we added some new features that are designed to make system implementation easier. These are: The ability to connect to the database server using its IP address Extended...
Sage CRM 2019 R1: Planning your upgrade & changes in supported software
Posted
7 days ago
by
Jeff Richards
The upgrade path for Sage CRM 2019 R1 is clear. Customers are supported in their upgrades from Sage CRM 7.3 sp3 onwards. You can use the Sage CRM 2019 R1 installation package to upgrade from versions...
Sage CRM 2019 R1: Improving the customer experience
Posted
8 days ago
by
Jeff Richards
Sage CRM 2019 R1 is the first release within the new 3year roadmap for the product. Our focus for this release has been on fixing bugs and making small but important improvements to the experience of...
Sage CRM 2019 R1: New SDK Resources
Posted
15 days ago
by
Jeff Richards
2
The Sage CRM includes a number of sample Visual Studio projects. The projects included in the SDK installer are: RelatedEntities source code  A version of the code behind the Relationship tab...
Migrating a SageCRM.com database to an instance of Sage CRM 2018 R3 (Part 9)
Posted
22 days ago
by
Jeff Richards
This is the ninth and final part of my short series of articles that explores the options available to a partner when moving a customer from Sage CRM Cloud edition (sagecrm.com) to Sage CRM on premise...
Migrating a SageCRM.com database to an instance of Sage CRM 2018 R3 (Part 8)
Posted
27 days ago
by
Jeff Richards
This is the eighth article within a short series that explores the options available to a partner when moving a customer from Sage CRM Cloud edition (sagecrm.com) to Sage CRM on premise. The last article...
Migrating a SageCRM.com database to an instance of Sage CRM 2018 R3 (Part 7)
Posted
1 month ago
by
Jeff Richards
This is the seventh article within a short series that explores the options available to a partner when moving a customer from Sage CRM Cloud edition (sagecrm.com) to Sage CRM on premise. The last article...
Migrating a SageCRM.com database to an instance of Sage CRM 2018 R3 (Part 6)
Posted
1 month ago
by
Jeff Richards
This is the sixth article within a short series that explores the options available to a partner when moving a customer from Sage CRM Cloud edition (sagecrm.com) to Sage CRM on premise. In this article...
Migrating a SageCRM.com database to an instance of Sage CRM 2018 R3 (Part 5)
Posted
1 month ago
by
Jeff Richards
This is the fifth article within a short series that explores the options available to a partner when moving a customer from Sage CRM Cloud edition (sagecrm.com) to Sage CRM on premise. In this article...
Migrating a SageCRM.com database to an instance of Sage CRM 2018 R3 (Part 4)
Posted
2 months ago
by
Jeff Richards
This is the fourth article within a short series that explores the options available to a partner when moving a customer from Sage CRM Cloud edition (sagecrm.com) to Sage CRM on premise. In this article...
Migrating a SageCRM.com database to an instance of Sage CRM 2018 R3 (Part 3)
Posted
2 months ago
by
Jeff Richards
This is the third article within a short series that explores the options available to a partner when moving a customer from Sage CRM Cloud edition (sagecrm.com) to Sage CRM on premise. In this article...
Migrating a SageCRM.com database to an instance of Sage CRM 2018 R3 (Part 2)
Posted
2 months ago
by
Jeff Richards
This is the second article within a short series that explores the options available to a partner when moving a customer from Sage CRM Cloud edition (sagecrm.com) to Sage CRM on premise. In this article...
Migrating a SageCRM.com database to an instance of Sage CRM 2018 R3 (Part 1)
Posted
2 months ago
by
Jeff Richards
This is a new short series of articles that explore the options available to a partner when moving a customer from Sage CRM Cloud edition (sagecrm.com) to Sage CRM on premise. New subscriptions to the...
The integration between Sage CRM 2018 R3 and Sage 300cloud 2019 (Part 6)
Posted
4 months ago
by
Jeff Richards
2
This is the sixth and final article in a short series that introduces the new version of the integration between Sage CRM 2018 R3 and Sage 300cloud 2019. This article will cover the technology used...
The integration between Sage CRM 2018 R3 and Sage 300cloud 2019 (Part 5)
Posted
4 months ago
by
Jeff Richards
1
This is the fifth in a short series of articles that introduces the new version of the integration between Sage CRM 2018 R3 and Sage 300cloud 2019. This article will look at how the integration is administered...
The integration between Sage CRM 2018 R3 and Sage 300cloud 2019 (Part 4)
Posted
4 months ago
by
Jeff Richards
This is the fourth in a short series of articles that introduces the new version of the integration between Sage CRM 2018 R3 and Sage 300cloud 2019. This article will look at how the Quote to Order...
The integration between Sage CRM 2018 R3 and Sage 300cloud 2019 (Part 3)
Posted
4 months ago
by
Jeff Richards
2
This is the third in a short series of articles that introduces the new version of the integration between Sage CRM 2018 R3 and Sage 300cloud 2019. This article will start looking at the user's...
Changing the display of Billing and Shipping addresses within the Order Entry Screen
Posted
4 months ago
by
Jeff Richards
A customer had the requirement to change the way in which the Billing and Shipping addresses were displayed when an Order was created. Consider this screen You can see that the addresses are...
The integration between Sage CRM 2018 R3 and Sage 300cloud 2019 (Part 2)
Posted
5 months ago
by
Jeff Richards
2
This is the second in a short series of articles that introduces the new version of the integration between Sage CRM 2018 R3 and Sage 300cloud 2019. This article will compare the technology of the previous...
The integration between Sage CRM 2018 R3 and Sage 300cloud 2019 (Part 1)
Posted
5 months ago
by
Jeff Richards
This is the first in a short series of articles that introduces the new version of the integration between one of Sage's bestloved accounting solutions and the sales, marketing and service functions...
Field Level Scripting in Mobile Devices
Posted
5 months ago
by
Jeff Richards
All scripts need to consider where they are executed. Create and Validate scripts are executed on the server. This means that a screen in the mobile device when it submits data will see that data processed...
How the mobile theme interface is generated.
Posted
5 months ago
by
Jeff Richards
I want to look in this article how the mobile interface is generated. System Administrators can extend the mobile screens using a feature called RunBlock that covers existing system entities, new custom...
The Journal Table
Posted
5 months ago
by
Jeff Richards
6
I was tempted to start a new series of articles called " Mysterious Tables of Sage CRM " but since this is supposed to be a sensible library of "Hints, Tips and Tricks" I have resisted...
Sage CRM 2018 R3: Concurrent Users, Web Services and Licenses
Posted
5 months ago
by
Jeff Richards
I was asked a question this morning that I don't think I have discussed in a previous blog article. A partner was concerned whether web services interactions could cause a potential conflict with...
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