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  • Blog Post: BP Webinar (30 April): What's New in Sage CRM 7.2

    We'd like to invite you to our upcoming webinar, What's New in Sage CRM 7.2. Summary Join us for a walk-through of the exciting new features included in the release of Sage CRM 7.2. Find out more about the key themes included in this release including Business Collaboration, Social Media...
  • Media: Sage CRM 7.2 What's New Presentation

    Overview of the latest features in Sage CRM 7.2. Sage CRM 7.2 delivers a host of exciting new features and enhancements that help you leverage the latest trends in mobility, Social CRM, and business collaboration. Smarter reporting is now possible with the help of enhanced features built to...
  • Media: Sage CRM 7.2 Release Preview

    Sage CRM 7.2 release preview.
  • Media: CloudCall Click for Sage CRM

    Make calls and replay conversations directly from Sage CRM SYNETY CloudCall Click transforms your CRM into a powerful communications system using state of the art Cloud technologies. CloudCall Click provides Sage CRM customers with improved productivity for their sales and support teams by allowing...
  • Media: Sage CRM 7.2 Data Model (ZIP)

    PDF and Readme for Sage CRM 7.2 Data Model. If you have any queries about this data model, please email sagecrmteam@sage.com .
  • Forum Thread: Does Sage CRM 7.2 support integration with Accpac 6?

    Does Sage CRM 7.2 support integration with Accpac 6?
  • Blog Post: Sage CRM 7.2: The New Client Side API

    This is a simplified and specialised set of code libraries that will allow easy screen customizations. The API is based on the JQuery syntax although I must stress that knowledge of JQuery is not needed in order to use the API. The API is included as part of the full product development cycle and...
  • Blog Post: Sage CRM 7.2: Changes to Primary Key Management in MS SQL Server and impact on Code

    Sage CRM 7.2 will introduce new Mobile Apps for Windows 8 and the iPhone. Please see the article " What's Coming in Sage CRM 7.2? ". As part of preparing for this new way of providing offline content, in an increasingly mobile world, the older style SOLO disconnected client has been dropped...
  • Blog Post: Sage CRM 7.2: Why Remove the Framesets?

    The structure of the screen created by Sage CRM v7.1 and earlier is frames based. If you have done any exploring of Sage CRM 7.2 you may well have discovered that there are hidden frames in the page. If you right click on a page in Sage CRM v7.1 or earlier and view source you will see the frames...
  • Blog Post: Sage CRM 7.2: The Impact of Frameset Removal on Code in Upgraded Systems

    The removal of the framesets in Sage CRM 7.2 has an impact in the follow areas onChange and Custom Content scripts. ASP extensions .NET extensions CTI Note: Depending on how you have coded customizations in Custom Gadgets there may be a potential impact on your Interactive Dashboards...
  • Blog Post: Sage CRM 7.2: Changes to Tomcat and the Local HTTP Rewriter

    Along with the changes to the way in which Java is installed and used by Sage CRM 7.2, there are also changes to Tomcat and the way in which HTTP requests are redirected to the Tomcat servlet. In Sage CRM 7.2 the version of Tomcat has changed to Tomcat 7. You can work with either 32 bit or 64 bits...
  • Blog Post: Sage CRM 7.2: Differences in Object References in Client Side Code (onChange & Custom Content)

    Consider the screen shown below This image happens to shown a data from a secondary entity being displayed in a summary screen in Sage CRM v7.1. You can see that in addition to the main entity information being displayed in the main part part of the screen there is also information from the...
  • Blog Post: Sage CRM 7.2: Enhanced Charting Options with Fusion Widgets

    Charts in Sage CRM 7.2 are now generated using HTML 5 meaning that Adobe Flash is no longer needed on the Client. This covers the display of charts in reports and in the Interactive Dashboards. In addition, Sage CRM 7.2 has extended the use of the Fusion Charts software within Sage CRM by including...
  • Blog Post: Sage CRM 7.2: The Impact of Frameset Removal on CTI integrations

    Consider the following image. The default basic CTI offering in Sage CRM v7.1 used the frameset structure as highlighted in the above image. Sage CRM has a very flexible set of APIs and there have always been several hooks in existence to allow other companies to create CTI software that can...
  • Blog Post: Sage CRM 7.2: ASP Customization and TopContent References in Upgraded Systems

    When you come to upgrade an existing implementation of Sage CRM v7.1 to Sage CRM 7.2 you will need to check code that references to the GetCustomEntityTopFrame() method CRM.GetCustomEntityTopFrame("Suppliers"); This is likely to include code for both 'Hand cranked' custom...
  • Blog Post: Customisations not using GetPage() will break in Sage CRM 7.2b

    This article discusses some important changes to the way ASP pages are rendered in Sage CRM 7.2 b and the problems you may encounter with existing customisations and how to resolve them. Note: this article describes how the product behaves in Sage CRM 7.2 b, things were different in Sage CRM 7.2 GA...
  • Forum Thread: Using fusion charts to replace API Flash Charts

    Our Financial Controller is a big fan of Stacked Bar charts, which causes me a problem on our custom asp fees tab, as through the API we don't get access to this chart type . Through the Flash Charts however, we do, in this article by the great Jeff Richards we can see how to implement a client side...
  • Blog Post: Accessing documentation & help for the client side API for Sage CRM 7.2

    Sage CRM 7.2 introduced a new powerful and simple to use API for carrying out client side customizations. I have written about the new API in several articles already. You can read a simple overview of the API in the article " The new client side API ". The API has been fully documented...
  • Blog Post: Sage CRM 7.2: Extending the Sage X3 Integration (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 listing of...
  • Blog Post: Sage CRM 7.2: Extending the Sage X3 Integration (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. Sage CRM provides the sales, marketing and services modules for the global business management solution, Sage X3. Together these make a complete front...
  • Blog Post: Sage CRM 7.2: Extending the Sage X3 Integration (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. Sage CRM provides the sales, marketing and services modules for the global business management solution, Sage X3. Together these make a complete front...
  • Blog Post: Sage CRM 7.2: Extending the Sage X3 Integration (Part 8)

    This is the eighth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. Sage CRM provides the sales, marketing and services modules for the global business management solution, Sage X3. Together these make a complete front...
  • Blog Post: Sage CRM 7.2: Control of Grids, Lists and Columns Using the Client Side API

    Below is a screen that shows the highlighting of columns and individual cells in a Grid in an earlier version of Sage CRM. Working with Lists in versions before Sage CRM 7.2 used to be something of a challenge for anyone not very familiar with JavaScript, as can be seen from the article "...
  • Blog Post: Sage CRM 7.2: Creating Ajax calls using the Client Side API.

    Below is a screen shot of an Opportunity Summary page. You can see that as the mouse hovered over the Company Name in the 'For' panel of the screen a tool-tip appeared that displayed the company's Status and Type. This is information that is not normally available within the browser when...
  • Blog Post: Sage CRM 7.2: Controlling Tabs with the Client Side API

    One of the common requirements that I hear during my conversations with partners and customers who are implementing Sage CRM is that at different points within a workflow or business process the organisation may need to make a user concentrate on only certain options that are most relevant at the time...