Good news! There’s no more waiting on hold to speak with a Customer Services analyst. In fact, talking to the Sage CRM Team couldn’t be more convenient, thanks to online appointment scheduling. Now when you need assistance, schedule your preferred time and date for an analyst to call you back!
To schedule an appointment for Sage CRM assistance:
The maximum number of on-screen results returned by Quick Find can be configured.
This is a system wide maximum value for all users and is set in Quick Find configuration area.
Results appear as a scrollable list.
The Quick Find results are also optimised. The query does a full match search combined with wildcard search and provides increased relevancy scoring on results.
Quick Find displays results from multi…
You can see my dates below are displaying “Fri 06/04/2018” so dd/mm/yyyy.
The calendars follow the settings in User preferences.
As these change they change in the calendar.
The calendar allows you to filtering by Action and Status within the Day, Work Week, Week and Month views.
Here you can see that I am filtering to find my appointments of type ‘meetings’ rather than demos etc
Filters are retained for the duration of session. The Default filter is Pending on this screen.
There is an option included in the user preferences screen. This allows a user to decide how the main menu should be displayed on small screened devices.
On narrow screens the main menu appears as a three horizontal line clickable icon
You can see this on the top left of the screen.
The Main menu is optimized for long item names and smaller screens.
We are pleased to announce the availability of Sage CRM 2018 R2 to North America. Download from the knowledgebase:
Sage CRM 2018 R2 provides new features and enhancements in the following areas:
Sage CRM 2018 R2 helps…
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 merges with pre-existing Word templates, it is not possible to edit them via the Sage CRM rich text editor interface.
The objective of this document is to highlight the benefits…
Mail Merge allows you to produce printable documents merged with details from Sage CRM, for example customer contact details, product details, and quote and order items.
Mail merge templates contain Sage CRM merge fields, which are placeholders for information from the CRM database that are inserted during a merge. For example, the merge field <<comp_name>> is replaced by an actual Company name when the merge…
In Sage CRM mail merge is a server-side process, which means, you do not need Microsoft Word installed on your client machine in order to perform a mail merge. Please note, however, that you will require Microsoft Word or another program that opens .DOC, .DOCX of PDF files in order to view and print merged documents.
The mail merge process is cross-browser compatible, which means you can perform mail merges when working…
The majority of existing Microsoft Word mail merge templates that you work with will continue to work as normal - for example, those that merge Company and Person information. However, you will not be able to edit these documents on the fly in Sage CRM. What that means is, when you kick off the mail merge process with a Word template, the template is read-only until the merge…
Have you ever stopped to think what 'new product development' roles actually do? Often, it is to predict & shape the future - what will sell? What’s the next big thing? Which tends to summarise into one big question for a business: What to buy, build & distribute? And within the answers to that question mean dealing with varying degrees of risk. The easy option in many cases is to simply sell more…
We have released Sage CRM 2018 R1 and it is now available in our Knowledge Base.
For standalone Sage CRM install: For new installs of Sage CRM 2018 R1, you can download the full install from KB article 88024. If you are currently using standalone Sage CRM 7.2 or 7.3, you can upgrade to Sage CRM 2018 R1 using KB article 88026.
Help File install: Sage CRM 2018 R1 uses http://help.sagecrm.com for online help. If you do not…
In the last post we looked at 3 quick tips that focused on terminology, business objectives and business outcomes:
The following two tips will help build an initial understanding the product, describing features in terms that you can relate to.
Tip 4: Think of product…
Every day, small and medium-sized business owners are looking for ways to improve & grow their business. Many hours are invested in brainstorming, talking to customers and analysing competitive offerings. It is not uncommon that at some point in the process, technology will dangle that carrot in front of you: “Pick me – I can solve all your problems!” This can be a comforting thought, however it is unrealistic. We all…
Updated: 14 December 2017
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 map. The Mapping Component is compatible with Sage CRM versions 2017 R3, 2017 R2, 2017 R1, 7.3 SP3, 7.3 SP2, 7.3 SP1, and 7.3.
When configuring the Mapping Component, system administrators…
Are you thinking about moving your business into international markets? In this blog we look at seven critical things to consider when localising your product. Localisation is often misunderstood and the source of much confusion for the uninitiated. Here we introduce some key terms, concepts and trends around localisation. In future articles we will look to expand on this and show how the Sage Localisation…
Sage CRM Support Analysts often get asked questions about issues that can come up when integrating Microsoft Outlook with Sage CRM.
Below, you will find steps for installation and synchronization when integrating Sage CRM and Outlook. Review our How to troubleshoot Sage CRM Outlook Integration Knowledgebase article for information about uninstalling Outlook plug-ins and creating a Debug Trace Log, as well as additional…
Need help with Sage CRM? If you're not finding the answer in your software's in-product Help system, don't worry! We offer a variety of ways to find the answers and get the assistance you need. Depending on your Sage Business Care Plan, you may be able to take advantage of the services shown in the following chart. Please keep in mind, our response times can be longer during peak times.
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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:
Step 1: Register a Yammer app
Step 3: Download and install the Yammer Component
Step 4: Add your app's client ID into…
Step 3: Take note of your app's client ID
Step 4: Download and install the Yammer Component
Sage CRM version 2017 R2 has been released and is published in our Sage Knowledge Base.Please check out our latest Sage CRM 2017 R2 release notes, for new features and bug fix information.
If you are currently using Sage CRM 2017 R1, 7.3, or 7.2, you can upgrade to 2017 R2 directly.
Important: Make sure you're signed in to Sage Support before clicking the KB article links.
Sage CRM Standalone:
Sage CRM has released 7.3 Service Pack 3 hotfix 7 and has published in our Knowledge Base.
If you are currently using Sage CRM 7.3 SP3, then you can download and update to service pack 3 Hotfix 7 using KB article 82628.
This hotfix address the following issues:
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 spreadsheets. It lets you create many Sage CRM records at once instead of laboriously entering the details of each record manually in the Sage CRM user interface. It reduces…
I define Business Rules in my training courses as the "operations and constraints that apply to an organization in achieving its goals". This definition encompasses the entire suite of systems used by an organisation, from those that are paper based, to back office (e.g. a Sage BMS system like Sage 200 or Sage 100) and front office systems like the sales, marketing and customer service modules of Sage CRM.