• Blog Post: CSV formats in CRM.

    Hello All, Today I'm going to explain the differences between the two CSV formats available in Sage CRM. When you are: generating reports, exporting find results to file or exporting group list to file you can find two CSV file formats: 'CSV', 'Excel CSV'. ...
  • Blog Post: How to Sync Additional CRM Appointment/Task Details to Outlook Appointment/Task

    Here is a feature that I think you will find useful. It can help you to sync more fields from the Company/Person/Address entities of the CRM Appointment/Task to the Outlook Appointment/Task body. Below is an example of how you could acheive this. Adding the pers_emailaddress to the Outlook Appointment...
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