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  • Does CRM 2023.R1 have "Contact and Email Import" feature working for an on-premise Exchange 2019?

    This Sage City post regarding Outlook plugins and CRM 2022.R2: https://www.sagecity.com/sage-global-solutions/sage-crm/b/sage-crm-hints-tips-and-tricks/posts/sage-crm-2022-r2-ux-improvements---outlook-plugin-replacement---new-email-and-contact-import…

  • Need some help uploading data to Sage CRM?

    We've lots of resources to help you get your data into Sage CRM The Data Upload feature is a powerful tool that can save you time and resources when you need to add multiple new lead, company, or person records to Sage CRM or migrate data from Excel…

  • Is anyone actually using the tablet theme in a live sales environment?

    We are looking at Sage CRM (7.3) for an existing Sage 300 customer. They only want to use the tablets, and they don't want to use the desktop theme, but there seem to be numerous things that don't work on the tablettheme. Is anyone actually using tablets…

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