Updated: 14 December 2017 About the Mapping Component The Sage CRM Mapping Component allows users to mark companies, cases, opportunities, and leads on a map in Sage CRM. Users can also view nearby hotels, airports, pubs, and restaurants on the...

Updated: 9 June 2017 The instructions in this article apply to Sage CRM 2017 R3, 2017 R2, 2017 R1, and 7.3 with or without any SP. We assume that you already have a Yammer account. To install and configure the Yammer Component, complete the following...

Hi All, Here I am demonstrating a little workaround for filing an email from Outlook to Lead (communication) in CRM using CRM Outlook plugin with the following steps. First change the Lead Field type in the Administration --> Customisation -...

Many people are asking us if it’s possible to add your own custom built entities to the iPhone. Well, the good news is you can!! Below is an example of exactly what needs to be done. Remember, to create a custom entity for use on your iPhone, you...

Background We are mindful that some of our customers are working with their own pre-existing templates in Microsoft Word, and do not want to remove the ability to perform mail merges with these templates. However, while it is possible to perform...