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The Sage CRM Community has additional resources to help partners. These include a spreadsheet that lists...
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17 Aug 2022
by
Jeff Richards
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69
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This component will install a set of basic Saved Searches, Groups and Advanced Finds. These can be used...
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12 Feb 2021
by
Jeff Richards
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139
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This is an Excel Workbook that lists the main metadata and database changes that have been made between...
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1 Feb 2022
by
Jeff Richards
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141
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Add a Budget Status Column to the CampaignsList. This is done by deriving a new column in the view called...
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12 Feb 2021
by
Jeff Richards
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144
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This component allows you to enter the name of an existing view. It will then create a new custom list...
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12 Feb 2021
by
Jeff Richards
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148
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This component when installed will implement a new Case Workflow.
This has been tested within Sage...
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12 Feb 2021
by
Jeff Richards
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155
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This component will add an additional Find option under the main menu. This will allow a user to search...
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12 Feb 2021
by
Jeff Richards
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155
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This component makes some small changes to the External Attendees feature for Appointments. This component...
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12 Feb 2021
by
Jeff Richards
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159
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This is an Excel Workbook that lists the main metadata and database changes that have been made between...
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8 Jan 2021
by
Jeff Richards
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159
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This component will add a feature "Simple Demo Date Changer" to the Data Management Administration...
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12 Feb 2021
by
Jeff Richards
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163
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This component is designed to be run on a new install of Sage CRM. It enables a system administrator...
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12 Feb 2021
by
Jeff Richards
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169
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This component will add two new tabs to the My CRM menu. The tabs will display the Companies and People...
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12 Feb 2021
by
Jeff Richards
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170
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This component will add a new version of the PeopleList within the Company tab menu. This will allow...
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12 Feb 2021
by
Jeff Richards
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170
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This component when installed will implement a new Company Workflow. This has been tested with Sage CRM...
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12 Feb 2021
by
Jeff Richards
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171
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This is an Excel Workbook that lists the main metadata and database changes that have been made between...
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30 Jul 2021
by
Jeff Richards
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172
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This component will add the metadata needed to allow a case to be related to another case in a parent...
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12 Feb 2021
by
Jeff Richards
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176
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Sage CRM will automatically truncate all text fields, (nvarchar and ntext) to 255 characters when they...
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12 Feb 2021
by
Jeff Richards
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176
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This component when installed will implement a new Opportunity Workflow.
This has been tested with...
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12 Feb 2021
by
Jeff Richards
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178
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This component will add two ASP pages into the system that will allow easier editing of the MailMergeRelatedInfo...
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12 Feb 2021
by
Jeff Richards
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178
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This component adds a report under the Administrator Reports category called "Reports with Charts"...
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12 Feb 2021
by
Jeff Richards
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179
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