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This reference document is a detailed spreadsheet that provides a clear overview of key elements within...
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7 Oct 2024
by
Jeff Richards
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16
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This spreadsheet lists the main metadata and database changes that have been made between Sage CRM 2024...
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7 Oct 2024
by
Jeff Richards
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19
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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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8 Apr 2024
by
Jeff Richards
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79
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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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128
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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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133
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This component will add the ability to display an uploaded image of contact on the person summary screen...
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16 Oct 2023
by
Jeff Richards
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134
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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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137
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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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140
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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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148
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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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16 Oct 2023
by
Jeff Richards
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151
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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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155
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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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159
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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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160
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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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160
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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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160
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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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161
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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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165
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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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175
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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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184
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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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216
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