|
This spreadsheet lists the main metadata and database changes that have been made between Sage CRM 2022...
|
27 Mar 2023
by
Jeff Richards
|
46
|
|
|
|
There is a new SDK Installer for Sage CRM with revised C# snippets. The SDK Installer will be compatible...
|
5 Apr 2023
by
Jeff Richards
|
102
|
|
|
|
The Sage CRM Community has additional resources to help partners. These include a spreadsheet that lists...
|
17 Aug 2022
by
Jeff Richards
|
132
|
|
|
|
This component will install a set of basic Saved Searches, Groups and Advanced Finds. These can be used...
|
12 Feb 2021
by
Jeff Richards
|
156
|
|
|
|
Add a Budget Status Column to the CampaignsList. This is done by deriving a new column in the view called...
|
12 Feb 2021
by
Jeff Richards
|
164
|
|
|
|
This component allows you to enter the name of an existing view. It will then create a new custom list...
|
12 Feb 2021
by
Jeff Richards
|
170
|
|
|
|
This is an Excel Workbook that lists the main metadata and database changes that have been made between...
|
1 Feb 2022
by
Jeff Richards
|
175
|
|
|
|
This is an Excel Workbook that lists the main metadata and database changes that have been made between...
|
8 Jan 2021
by
Jeff Richards
|
179
|
|
|
|
This component makes some small changes to the External Attendees feature for Appointments. This component...
|
12 Feb 2021
by
Jeff Richards
|
179
|
|
|
|
This component when installed will implement a new Case Workflow.
This has been tested within Sage...
|
12 Feb 2021
by
Jeff Richards
|
180
|
|
|
|
This component will add an additional Find option under the main menu. This will allow a user to search...
|
12 Feb 2021
by
Jeff Richards
|
184
|
|
|
|
This component will add a feature "Simple Demo Date Changer" to the Data Management Administration...
|
12 Feb 2021
by
Jeff Richards
|
194
|
|
|
|
This component will add the metadata needed to allow a case to be related to another case in a parent...
|
12 Feb 2021
by
Jeff Richards
|
197
|
|
|
|
This component will add two new tabs to the My CRM menu. The tabs will display the Companies and People...
|
12 Feb 2021
by
Jeff Richards
|
198
|
|
|
|
This component when installed will implement a new Company Workflow. This has been tested with Sage CRM...
|
12 Feb 2021
by
Jeff Richards
|
198
|
|
|
|
This component will add a new version of the PeopleList within the Company tab menu. This will allow...
|
12 Feb 2021
by
Jeff Richards
|
200
|
|
|
|
This is an Excel Workbook that lists the main metadata and database changes that have been made between...
|
30 Jul 2021
by
Jeff Richards
|
201
|
|
|
|
This component is designed to be run on a new install of Sage CRM. It enables a system administrator...
|
12 Feb 2021
by
Jeff Richards
|
203
|
|
|
|
This component adds a report under the Administrator Reports category called "Reports with Charts"...
|
12 Feb 2021
by
Jeff Richards
|
205
|
|
|
|
This component will add two ASP pages into the system that will allow easier editing of the MailMergeRelatedInfo...
|
12 Feb 2021
by
Jeff Richards
|
206
|
|
|