I was prepping for the NA Sage Summit 2011 which was taking place in Washington, DC just over a week ago and I wanted show off the power and simplicity behind the Sage CRM Exchange Integration that was just recently released in Sage CRM v7.1. Plus, I...

What is the Mapping component? The Sage CRM Mapping component allows users to plot companies, cases, opportunities, and leads on a map in Sage CRM. Users can also view nearby hotels, airports, pubs, and restaurants on the map. The Mapping component...

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...

Updated: 9 June 2017 The instructions in this article apply to Sage CRM 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 steps...