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  • Getting answers to your technical questions

    Check out " Getting answers to your technical questions " for ways to get technical support for Sage CRM. It's posted in the Sage CRM support community!

  • Mail merge on workflow

    I am working in 7.2b and have a workflow step in which I need to create a merge document. The mail merge works fine but when I go to the record in the documents tab I see that the document type is blank. Why is it that when I create a mail merge manually…

  • What is the Sage mobile and Sage CRM strategy and roadmap?

    During Sage Summit 2013, attendees wanted to know the answer to this question from us: What is the Sage mobile and Sage CRM strategy and roadmap?

  • How do you use Sage CRM most effectively? What are your tips and tricks?

    During Sage Summit 2013, a lot of people came together to answer this question: How do you use Sage CRM most effectively? Those that attended shared their tips and tricks but we want to know here, what are your tips and tricks?

  • Sage CRM 7.1 Patch K

    Sage CRM 7.1 Patch K is now available. Please log on to your Sage Support Knowledgebase account. Under My Products, click on Sage CRM. Search for Patch K. Scroll down until you see Sage CRM 7.1K Patch Download. Then click on Download. …

  • How do you set up a two way data flow/sync from Sage ERP to Sage CRM for sales staff to close deals?

    During Sage Summit 2013, this question came up as a point of discussion: How do you set up a two way data flow/sync from Sage ERP to Sage CRM for sales staff to close deals? Add your two cents.

  • Sage CRM 7.2B Patch for integration with Sage 300 ERP

    An issue has been discovered with the Sage CRM Patch 7.2B. Although it's not an issue when updating existing customers and/or vendors in Sage 300 ERP, we have found an issue after installing the patch and creating or adding new customer and/or vendor…

  • How to integrate ERP data into CRM reporting?

    During Sage Summit 2013, many attendees had this question on their minds: How do you integrate ERP data into CRM reporting? What would be your suggestion?

  • Customer support center closure: October 29, 2013

    Our customer support lines will be closed tomorrow, October 29, 2013 from 10:15am - 11:45am PT (1:15pm - 2:45pm ET) for a company meeting. �

  • Sage CRM 7.2B Full Install now available

    Sage CRM 7.2B Full Install is now available for download on the Customer / Partner Portal. To download, click on Sage CRM Standalone Downloads under Download application files. 7.2B Full Install will be on the very top to download. Thanks…

  • Sage CRM 7.2 Patch B

    Sage CRM 7.2 Patch B is now available. Please log on to your Sage Customer / Partner Portal account and download. Under Download application files on the right toolbar, click on "Sage CRM Service Packs and Patches" and you will find Patch B on the top…

  • Sage CRM 7.1 SP2 Update

    Sage CRM 7.1 SP2 Standalone (Full install) now available. Please log on to your Sage Customer Portal account and download. https://customers.sagenorthamerica.com/ Under Download application files on the right toolbar, click on "Sage CRM Standalone Downloads…

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