Hints, Tips and Tricks

Sage CRM 2018 R2 added new views that could be used to create groups that only include Persons and Lead who have explicitly granted consent. For example, if I wanted to I could create a Dynamic Group...

A customer asked for guidance whether screens in Sage CRM could be opened up into new browser tabs or windows. The definitive statement is tucked away in the patch release notes for Sage CRM 7.2 e....

There are over 50 issues identified by customers that have been addressed in this release, including corrections to dashboard gadget behaviours, mail merging, the component manager and more. This diagram...

As a system administrator, you can change the appearance of the Calendar List tab. For example, you can add or remove columns, change the horizontal alignment of values in each column, and set the default...

Customers are supported in their upgrades from Sage CRM 7.3 onwards. Upgrades to R3 from versions older than Sage CRM 7.3 are not supported (and actively blocked). Customers on earlier versions of Sage...

As a general rule, we only support products that themselves enjoy mainstream support from their manufacturers. This means that our software inevitably changes over time. We need to consider the changes...

There are a small number of important changes to the database and metadata that you need to know about. 3 New Views vAddressComposer vPhoneComposer vCalendarList A new ScreenObject...

Are you tired of troubleshooting the application after an upgrade? Are you tired of unexpected screen and data errors after a conversion?Were you wondering what your customer is going to think when they...

Once upon a time there used to be a CRM field entrytype called 'user multi select' that seemed to be available to help define new fields. The actual EntryType is designed to be used with communications...

This is a SQL script that will solve the problem associated with on-premise accounts that still have some ntext fields in their database from older versions of CRM. The ntext fields do not allow some...

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...

Deleting communications As part of the general right to be forgotten you may need to remove communications. These are communications either associated with a person or a Lead. The Communication tab...

The screen below shows the administration screen Administration -> System -> System Behaviour You will see these two fields. Use Global XSS Filter HTML elements blocked by filter...

Laws such as the GDPR introduce a right for individuals to have personal data erased. The right to erasure is also known as ‘the right to be forgotten’. But what if you need to remove customer...

We only support products that themselves enjoy mainstream support from their manufacturers. This means that our software inevitably changes over time. We need to consider the changes in supported software...

A consent record can be created for leads and persons. And once saved, a new consent email can be sent. There are separate default email templates provided for managing Person and Lead consent. ...

The Sage CRM Community has additional resources to help partners. These include a spreadsheet that lists the main metadata and database changes that have been made between Sage CRM 2018 R1 and Sage CRM...

The GDPR requires that you have evidence of consent from a contact to be marketed to via email, text, calls etc. In the this article we shall look at the features in Sage CRM that allow you to manage...

Perhaps you want to control the logging to see the REST request get handled and then see the database interaction. You may want to see how SQL changes between users (e.g. Mayes/Admin/Ebden) and how that...

Sage CRM offers a very simple MessageBlock object that you can use for your own pages. This object can either be used automatically to send a message without an interface prompt or it can create a form...

A new version of the Self Service demo site has been created for use in training sessions. The refresh has kept the same functionality and has simply updated the images and styling used. Partners...

I have written about the installation and configuration of system security in a couple of articles. An Overview of System Security More thoughts on System Architecture and Security Essentially...

This article builds on the article " How to customize reports through CSS in PDF format " to further explore how Summary Reports can have their look and feel changed. Summary Reports are the...

Summary reports, which show a quick overview of account information, are available from the Summary Report buttons of the summary screens for each of these system entities: Companies People ...

Below you can see that I have created a new List Page with a PipeLineGraphic for a Custom Entity. The List Page has been created using the ListPage specialised class of the .NET API. You can see...