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In the standard system if the users Susan Maye and Kylie Ward both attended the same meeting with Kieran...
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12 Feb 2021
by
Jeff Richards
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287
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In the standard system if the users Susan Maye and Kylie Ward both attended the same meeting with Kieran...
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16 Oct 2023
by
Jeff Richards
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107
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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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250
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This component makes some small changes to the External Attendees feature for Appointments. This component...
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16 Oct 2023
by
Jeff Richards
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82
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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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217
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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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16 Oct 2023
by
Jeff Richards
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72
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You need a special version of the JavaScript include files that instantiate the COM object when designing...
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22 Mar 2018
by
Jeff Richards
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336
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This spreadsheet lists the main metadata and database changes that have been made between Sage CRM 2023...
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4 Oct 2023
by
Jeff Richards
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97
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This component will install a new version of the company quicklook page. This has been built using the...
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16 Oct 2023
by
Jeff Richards
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143
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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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16 Oct 2023
by
Jeff Richards
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105
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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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16 Oct 2023
by
Jeff Richards
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92
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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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16 Oct 2023
by
Jeff Richards
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100
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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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16 Oct 2023
by
Jeff Richards
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74
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Sage CRM will automatically truncate all text fields, (nvarchar and ntext) to 255 characters when they...
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16 Oct 2023
by
Jeff Richards
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102
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This component can be used to add a metadata description for a field derived or calculated in a view...
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16 Oct 2023
by
Jeff Richards
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92
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This component adds a report under the Administrator Reports category called "Reports with Charts"...
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16 Oct 2023
by
Jeff Richards
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71
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This will change the Title of each browser tab. When demoing Sage CRM or working on customisation it...
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16 Oct 2023
by
Jeff Richards
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85
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This component when installed will implement a new Case Workflow.
This has been tested within Sage...
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16 Oct 2023
by
Jeff Richards
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84
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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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334
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This spreadsheet lists the main metadata and database changes that have been made between Sage CRM 2022...
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27 Mar 2023
by
Jeff Richards
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120
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