Hints, Tips and Tricks

One of the enhancements made to Sage CRM 2019 R2 (123-171704-ENH) is in the way in which Self Service passwords were stored. It this article I want to place this change within the overall context of Security...

This is the tenth and final article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations...

This is the ninth article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

This is the eighth article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

This is the seventh article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

This is the sixth article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

This is the fifth article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

This article is based on previous articles and expands the information available. A screen is called as a result of a hyperlink. This may be a button click, a call from the recent list or any other...

A many-to-many relationship described the situation when we have a need to create a link between several records in one table with several records in another table. Imagine a new custom entity called...

This is the fourth article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

This is the third article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

This is the second article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

JavaScript is a simple, powerful language used within a large number of business applications. The language is used within Sage CRM to define certain types of business rules, to control processes and to...

This is the second article that covers the customization of the new version of the Self Service Demo site introduced alongside Sage CRM 2019 R1. This article will cover editing the files of the new...

This 2 part article will cover the customization of the new version of the Self Service Demo site introduced alongside Sage CRM 2019 R1. The Self Service API can be used to create an integration between...

As part of the materials created to support Sage CRM 2019 R1, we have created a new version of the Self Service Demo site. The article " A new responsive version of the Self Service Demo "...

One of the themes running through the three-year Sage CRM Roadmap is the improvement of resources for developers. We are applying effort in providing our ISVs, integrators and developers with an improving...

To support the release of Sage CRM 2019 R1 we have created a completely new version of the example CRM Self Service demo site. This is the first in a short series of 3 articles that discuss the new...

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...

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...

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 is the first release within the new 3-year roadmap for the product. Our focus for this release has been on fixing bugs and making small but important improvements to the experience of...

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...

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...

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...