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  • Media: Sage CRM Connector for IMan - Integrate any application with SageCRM

    Our SageCRM connector provides complete and tight connectivity with SageCRM, enabling you to rapidly integrate any application. Integration is made through our configuration based and code-free middleware solution, IMan. The connector is bi-directional, meaning data can be both uploaded to and extracted...
  • Blog Post: A Trick to expose an External Table through Sage CRM's SOAP Web Services.

    Sage CRM has the ability to link to external databases. Once an external database table is linked to Sage CRM the External Access settings of the linked table can be changed to allow both SData and Web Services access. I have discussed in previous articles how easy it is to provide SData access. ...
  • Blog Post: How to schedule a Tomcat service restart

    Recently, I’ve noticed some forum posts on the Sage CRM Community about the Tomcat service not working properly and that this might be effecting Exchange Integration. To help with this, I’ve created a batch file and task in Windows Task Scheduler to reset Tomcat service every day at 15...
  • Blog Post: Connecting to an External ODBC database e.g. Sage 100cloud

    I needed to establish a connection to the Sage 100cloud database to allow me to check details about a customer record within the integrated system. A direct connection to an ODBC database is a very useful way to allow realtime queries to be run against the ERP data from within the Sage CRM interface...
  • Blog Post: Using SData to expose Group-like Data to an External Application in Sage CRM

    A customer wanted to be able to access groups from an external system. I have written about the way in which groups are defined in Meta Data in the article " Reports, Saved Searches and Groups " and this may be useful as background reading. Groups can be either Static or Dynamic. Static...
  • Blog Post: Creating a new database connection to Sage X3 (Part 1)

    This is the first article in a series that will discuss creating a new database connection to the Sage X3 database using the standard Sage CRM features. The articles will take you through the steps so that you can understand how you can add new screens and grids to Sage CRM that will allow the listing...
  • Blog Post: Creating a new database connection to Sage X3 (Part 2)

    This is the second article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. Sage CRM's screens are defined in Meta Data. The Meta Data is held in tables within Sage CRM and this is key to understanding how new screens...
  • Blog Post: Creating a new database connection to Sage X3 (Part 3)

    This is the third article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. I discussed in the previous article " Extending the Sage X3 Integration (Part 2) " how Sage X3 tables or views can be modelled in Sage CRM...
  • Blog Post: Creating a new database connection to Sage X3 (Part 4)

    This is the fourth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. I discussed in the previous article " Extending the Sage X3 Integration (Part 3) " how to define the connection to the database. This...
  • Blog Post: Creating a new database connection to Sage X3 (Part 5)

    This is the fifth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. Views that are intended to be used to list data from Sage X3 need to share a common key with the corresponding data in Sage CRM. We used as an example...
  • Blog Post: Creating a new database connection to Sage X3 (Part 6)

    This is the sixth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. Fields that exist in the linked view in Sage X3 are mapped automatically to the Sage CRM Entry Types based on their physical database type but actually...
  • Blog Post: Creating a new database connection to Sage X3 (Part 7)

    This is the seventh article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. Previously I have shown how a simple Search screen allowing data from the Sage X3 system to be retrieved from within the Sage CRM interface can be...
  • Wiki Page: 536-16813 - Integration with Sage Murano: Premature End of File error

    Summary: An issue may arise on attempting to migrate a copy of Sage CRM integrated with Sage Murano to another machine. After carrying out the migration, the integration was enabled. This resulted in an error being written to the logs. No misconfiguration errors were displayed on-screen, however the...
  • Wiki Page: 636-17133 - Outlook integration: Security settings causing illegal user action error

    Summary: When adding a contact using the classic Outlook plugin, certain action security records may cause an "Illegal user action" error to appear in the ewaresystem.log. Symptoms: The following error message will appear in the interface when adding a Contact record in Outlook using the "Add...
  • Wiki Page: 636-17136 - Twitter integration not working with new Twitter accounts

    Summary: Integration with twitter account not working. Symptoms: The error message "Twitter authorization failed" appears when trying to set up integration. Cause: The problem seems to occur with recently created twitter accounts, accounts older than 1/2 years seem to integrate fine. Status...
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  • Media: Sage CRM supports LIFASA as it grows nationally and internationally

    Implementing Sage CRM has enabled LIFASA to more effectively and proactively manage their customer relationships. Their marketing campaigns and activities are more targeted and responses can be tracked easily and effectively.
  • Media: Micros South Africa underpins customer service excellence with Sage CRM

    Sage CRM has enabled Micros to use customer service reports to identify if there is a need for training or an opportunity to upsell to a different product/service. Sage CRM has provided Micros with a way to monitor KPIs for team members identifying how calls are logged/prioritised and resolved.
  • Wiki Page: 536-17010 - Sage 200 CRM: Editing a Person's phone number may update an unrelated Account's phone

    Summary: An issue may arise when editing phone numbers in an integrated copy of Sage CRM with Sage 200. The issue may result in the wrong phone number being updated through the interface, and will only be observed when the SuppressAccounts entry on Custom_Sysparams is set to "Y". Symptoms:...
  • Wiki Page: 632-17307 - Outlook plugin for Apple Mac

    Summary: Someone asked Support if it is possible to install Outlook integration for Microsoft Outlook on an Apple Mac. Resolution: The installalation of Outlook Integration for Microsoft Outlook on Apple Mac is not supported by Sage CRM.
  • Blog Post: Understanding SData & how the GCRM Contract is used in Sage accounting system Integrations

    SData is the short form of 'Sage Data'. This is the HTTP-based communication protocol used by many Sage product APIs and integrations. SData is used as the basis of the integration between Sage ERP 1000 (developed in the UK) and Sage Murano ERP (developed in Spain). You can read more about...
  • Wiki Page: 536-17489 - "GetForeignIDValue" blank id causes warning in integration

    Summary: When running a SOAP integration synchronisation the status returned at the end of the sync is "Warning". Also an error message appears in the logs: "ERROR in LoadChangeLogResultFromQuery - GetForeignIDValue called for an id that was blank." All of the linkages look correct...
  • Media: GUMU Sage CRM Integration with Sage ERP X3

    Real-time, bi-directional, Multi-folder / Language integration between Sage CRM and Sage ERP X3. Access your ERP data on the GO from within Sage CRM’s web browser functionality on Mobile/Tablets as well. ** Key Features ** * Similar to our GUMU Sage 100 and Sage 500 ERP Architecture * 1) No...
  • Media: Sage CRM drives growth & empowers teams at Thermo-Twin Industries

    Challenge Disparate databases and standalone systems were hampering sales and making it difficult for management to analyze the business and plan future strategies. Solution With a single source of customer data, sales, marketing and management teams are empowered with easily accessible information...
  • Media: Customers for Life: Why Sage is the Only Choice

    Over 15,000 small and medium sized companies across the globe use Sage CRM every day to accelerate sales, drive business productivity and make every customer interaction count. Download this eBook to explore a selection of our customers’ stories across five industries including: Banking &...