Out of the box, Sage CRM provides users with an interface that is fully translated into English, French, Spanish, and German. We can add any number of additional languages to Sage CRM and in order to demonstrate this capability, we have added a new library...

We recently had a few cases where customers reported the error message "The size of the report is too big, use the filter criteria to reduce the size of the report." when they ran a report and exported it to Excel/CSV. When they run the same...

You can define a workflow for the Company entity. Creating a company workflows is different from creating a new workflow for the opportunity or case entity. The entities, Leads, Cases, Opportunities and Solutions all work in a similar way. They have a...

The Data Upload function in Sage CRM is delivered via Apache Tomcat. Generally, if your dashboards are working you would expect once the file has been uploaded to Sage CRM server from Data Upload screen (Step 1 of Data Upload process), you will...

This article has been prompted by a customer who had a requirement to change the default display of a multiselect field. This article uses the Client Side API introduced in Sage CRM 7.2. The default display of a field is shown below. The default...