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Sage CRM 2017 R2
Changing the sort order of an SSA (Search Select Advanced) field
Sage CRM Team
I was recently asked how to change the view order of the drop down in a SSA field (Advanced Search Select/Search Select Advanced). The sorting is always on the view field for the SSA field in alphabetical order. You cannot change that. But you can change which field is used for the view field. How...
25 Jan 2010
How to Create a Secondary Entity for a new Custom Primary Entity
This article shows the steps that I went through to create a secondary entity that is a child of a Custom Primary Entity. The business scenario that I imagined was that I had a new Primary Entity called Project that was created using the Advanced Customization Wizard. I needed to create a secondary...
8 Jun 2010
Customizing campaigns and marketing features
Sage CRM out of the box provides users with a very useful set of marketing or campaign management features. Users need to have 'Info Manager' rights in order to be able to use the campaign features. The campaigns area is accessed from the main menu. In the image above you can see...
19 Aug 2014
Graphical Workflow for Marketing
In a previous article " Customizing campaigns and marketing features " I discussed how amongst the powerful features that Sage CRM provides are marketing automation functions which offer the ability to control campaigns, waves (phases) and wave items( activities). Running a campaign can...
20 Aug 2014
Working with TopContent in Sage CRM. A round up of articles.
This round up article is a result of my process of putting together an answer to a colleague. My colleague had asked me a question about how customizations of the TopContent may be impacted by an upgrade of Sage CRM. In this post I have collected together some of the different articles that I think are...
15 Apr 2016
Adding a mobile (cell) phone into the TopContent
In the screen shot below you can see that I am looking at a Company Summary screen. A company has a default contact and in my system I have customized the TopContent area to display the phones numbers of the default contact. The office phone and mobile numbers are displayed while I am in the Company...
9 May 2016
An approach to recording completed marketing communications sent by an external system
A customer uses an external system to generate marketing emails to contacts. These contacts exist as records in their accounting system that is integrated with Sage CRM. This means that the contact exists in both Sage CRM and the Sage BMS but because the emails are sent from a third party system integrated...
29 Sep 2016
Cleansing data submitted by users in the COM API
Securing web applications can be tricky. One surefire way securing the system is to lock it in a box, where no-one can switch it on, much less enter data into it. Unfortunately, this is not the making of a useful CRM system. In Sage CRM 2017 R2, we’ve added a new feature that should allow partners...
26 Apr 2017
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