Browse By Tags

  • Blog Post: Building List screens with FilterBoxes

    Custom Pages that contain Search screens are fussy about block positioning. The search block does not work correctly if it is included into the container following the list making it more difficult to create a screen with filterbox like behaviour. The type of Screen I am aiming at is shown here. This...
  • Blog Post: SID and Key Grabber

    I have been doing a lot of work with client applications comunicating with CRM. One of the best ways to do this is with Web Services. The issue I ran into was, "How do I make my client app awear of what CRM is doing and the context it is at?" This is why I built these two classes to help with...
  • Blog Post: CRM in a downturn - our thought leadership piece appears in Director of Finance (UK) magazine ...

    Just a short post now that I am back, after a week away chasing the sun in Cornwall ... Sage UK marketing have secured a double page editorial in the Spring edition of Director of Finance. The magazine, which lands on 15,000 FD’s desks this week, speaks of the imperative of investing in a CRM system...
  • Blog Post: Innovation in business - making CRM work even better

    Since I last wrote, the idea of creativity in business has been swirling around in my mind. The current economic conditions are driving our customers to think more about WHAT they sell - what are the top products, what else could we sell to existing customers, etc. Trouble is, that thinking really...
  • Blog Post: Engagement meets reputation management

    My last post focused on employee engagement & how that intersects with a CRM strategy. In particular, I made a strong point that every CRM strategy needs to be company-wide & have employees at its' heart. A few readers commented on that post and the previous , musing on how social media...
  • Blog Post: "No longer sitting in the big chair" - speaking at mycustomer.com

    TFM&A is over for another year. The folks at United Business Media indicated a footfall increase of 10%, while on the Sage stand, our partners saw a good flow of interest. Happy people all around then ! My colleague Duncan Wood presented a piece on taking CRM Mobile which was well received - similarly...
  • Blog Post: Sharpening the proposition ...

    Over the last week several people have asked my thoughts on how CRM propositions need to reflect the changing times. A couple of threads have been running around in my head, so let's see if I can bring them together. Firstly - I attended a Gartner CRM Summit in the UK last week. The message from...
  • Blog Post: Making sure everyone knows where the cheese is going to be ...

    The last couple of posts focussed on awareness of why people buy CRM solutions & the value they wish returned from an implementation. As this blog exists in the realm of the development partner community, I thought it useful to "follow the story" - ensuring that the implementation effort...
  • Blog Post: Talking About Customers ? Focusing squarely on customers is more like it ...

    Here in the UK, the global downturn has brought the challenges of business failure into the everyday media. Nowhere has this downturn been more apparent than among small and mid-sized businesses (SMBs) - Sage UK's traditional heartland. Smaller businesses have seen a slowing customer demand &...
  • Blog Post: Going around in circles? The 360 Degree View in an age of Social Media

    Companies turn to CRM tools and strategies for many reasons. Typically it's an initiative that aims to gather more information, thus providing a better service and, hopefully, a loyal customer. It's the often quoted "360 Degree View" mantra. Criticisms of such initiatives however...
  • Blog Post: Where do you want your cheese to be ?

    The world is going through a period of change. Boom & bust cycles are a fact of life but this time, some say, it is unprecedented change. Fundamental assumptions are changing & continue to do so. Arguably, unlike previous recessionary times, these changes are happening faster & reaching further...
  • Blog Post: Managing Employee engagement & CRM strategies - it's easier than you think ...

    Last time, I wrote about how & where social media interacts with a business' CRM strategy. For this post, I wanted to move into an area of great personal interest to me - executing a CRM strategy so that everybody really "gets it". In particular, I wanted to focus on employee engagement...
  • Forum Thread: Team and Territory Security

    Hi, I have issue about team and territory. I have A and B users, the A user assign to JO territory and T1 team, the B user assign to KA territory and T2 team. I need the A user view,insert and edit on the own opportunity and view the B user opportunities. I make below profile security. ...
  • Forum Reply: Re: Adding time limits to workflow states?

    To my understanding the only difference between a Transitional rule and an Escalation rule is that one is user-progressed while the latter is conditionally-progressed. So to notify the Assigned-to person of the opportunity, I created a loop at a certain state: When the workflow progresses to...
  • Forum Thread: Sage CRM integrator recommendations (NYC)?

    We've been all but abandoned by our integrator, and are looking for a good Sage CRM/Accpac integrator in or around NYC. Any and all recommendations appreciated. Thanks, Andrew Sasaki Director, Data Systems The Deal LLC
  • Forum Thread: Export to PDF problem with Arabic characters

    I tried to export standard reports to PDF, but when use export to PDF option, in the exported file all Arabic/Farsi characters be separately. For example, PDF file display " ی ل ع " instead of " علی "
  • Forum Thread: Creating Print Button to merge template

    Hi, Can you help please, we are using Sagecrm 6.2, I want to create a print Button on the case summary Page that when pressed will automatically merge and print a template from within CRM. I also want to avoid step1, Choose letter option, and just print! Thanks
  • Forum Thread: IE 10 SAGE 200 7.1 sp2 patch G

    Is SAGE 200 version 7.2 patch G supported for IE 10
  • Forum Thread: Pulling field data from Company into Cases

    Hi, I have had a request to add a new field to the Company entity, and then also display this field in the Case summary screen in a similar way to how the SLAID works. Is there an easy way to do this? Thanks James
  • Forum Thread: Filter Opportunities on My CRM

    I have a customer that has custom text field on the Opportunities screen off My CRM. This is a free form field. Customer wants the ability to filter off that field adding to Status, Stage and Territory. Has anybody else done this? thanks much mark
  • Forum Thread: security settings in Sage CRM

    I have a prospect who has strict HIPA regulations. They are looking for a solution where a customer record may have some items (tasks, Communications, and or document drops) that would be only accessibly to certail users and other communications on the same customer accessible by anyone. So the setting...
  • Forum Thread: Quotes / Orders Number format - Start number sequence at different number

    Hi All, Stumped with this one, where would I go to ensure the next Quote number (quot_reference) is 1000 for example = QT -1/1000 not QT - 1/1? Appreciate any help with this. Thanks, Greg
  • Forum Thread: Change domain administrator password, and Sage CRM ceases to function

  • Forum Thread: Creating an Auto Email with Outlook to all Attendees of Meeting after Meeting Creation

    I'm confident this can be a wonderful work around if we can figure it out. Problem: I'm working with 2 separate CRMs. Salesperson Bob has CRM A integrated with their Outlook and Projectperson Jim has CRM B integrated with Outlook. Two CRMs can't be connected to one Outlook. Salesperson...
  • Forum Thread: Using Create Script to display a Count of Communication Records in a Field

    I have a field in my Opportunity entity called "No. of Demos", which should display the count of demo-type communication records related to that Opportunity (which are not cancelled). My create script does not work yet, but so far looks something like this: OppoId = CRM.GetContextInfo...