Hot topics
  • Sage CRM Support and Insights: Announcing version 2019 R1 available for download

    What's new

    This release provides new features and enhancements in the following areas:

    • Calendar
    • Email and SMS
    • Groups
    • Quick Find

    Version 2019 R1 also includes several fixes for reported issues. For exact details on what is included in the release, please refer to the Release Notes.

    Product download

    Important: If you use third-party products that integrate with your Sage product, check with the vendor…

    • 14 Feb 2019
  • Sage CRM Support and Insights: Sage CRM 2019 R1: Changes to Help and Available Resources

    Sage CRM 2019 R1 was released to the Sage operating companies on Monday 4th February 2019. And the Help Center has been updated with all of the release notes, guides and online help.

    Help.sagecrm.com should be the first place that you look for help around the features and supported environments for all supported versions of Sage CRM.

    We have updated the look and feel of the User, Admin, Troubleshooting, and Developer…

    • 7 Feb 2019
  • Sage CRM Support and Insights: Sage CRM 2019 R1: What to Expect

    Sage CRM 2019 R1 passed the QA process on Friday 1st February 2019 and was released to the Sage OpCos today. It is the first release within the new 3-year roadmap for the product that sets the development path through until 2021 and beyond. It demonstrates Sage’s continued commitment to the integrated Sales, Marketing and Service modules for Sage Business Cloud systems within the Sage 200 franchise or family of accounting…

    • 4 Feb 2019
  • Sage CRM Support and Insights: SageCRM.com end of life FAQ

    Following a commercial review, the subscription Sage CRM service hosted directly by Sage (hereafter known as ‘hosted CRM’) will be closed on August 31st 2019 & all accounts will be terminated.

    Why is this happening?
    Building on the decisions from an earlier portfolio review where hosted CRM product was removed for new sales, a decision has been taken to retire the hosted CRM product completely. The Sage…

    • 3 Dec 2018
  • Sage CRM Support and Insights: Explaining how integrated Sage CRM can help all parts of a company

    If you have been using Sage CRM even for a short while then you probably have developed a very strong sense of how it helps you do your job. The features of Sage CRM, when integrated with information from the backend accounting system, can quickly become essential whether you are focussed on the management and operation of the business as a whole or a particular function such as Sales, Marketing or Customer Service.

    • 22 Oct 2018
  • Sage CRM Support and Insights: Announcing Sage CRM version 2018 R3 available for download

    NOTE: This notice only applies to customers and partners in the North America region using Sage CRM standalone. 

    What's new

    This release provides new features and enhancements in the following areas:

    • Calendar
    • Quick Find
    • MailChimp Integration
    • Supported character sets
    • Setup

    Version 2018 R3 also includes several fixes for reported issues. For exact details on what is included in the release, please refer…

    • 21 Aug 2018
  • Sage CRM Support and Insights: Sage CRM 2018 R3: Improved support for special characters and Emojis

    We have improved support for Unicode characters (including special characters and emojis) encoded with two, three, or four bytes in UTF-8. 

    The improvements were implemented for email messages filed by the Email Manager, Classic Outlook Plugin, or Lite Outlook Plugin.

    You can see here an autoresponse from the Email Manager that has correctly handed back to me my test email with correctly rendered Emojis.

    And if I then…

    • 16 Aug 2018
  • Sage CRM Support and Insights: Sage CRM 2018 R3: Marking MailChimp campaigns as 'closed'.

    This is a new feature designed to make life a little easier of administrators of MailChimp campaigns.

    A user can now set the status of a MailChimp campaign to Closed. You can see in the image below a new button is available when reviewing a MailChimp campaign.

    Note: A user must have rights to use MailChimp campaigns in order to do this.

    The campaign is only closed in Sage CRM and this doesn't affect the campaign status…

    • 16 Aug 2018
  • Sage CRM Support and Insights: Sage CRM 2018 R3: Using Address, Email and Phone data in Quick Find

    The Quick Find feature has been extended to include phone number and email and postal address information associated with Person and Company records.

    Imagine that you miss a call while away from your desk.

    The number can be entered and you can find the information you need.

    This allows a user to search across Person and Company information with additional relevant business information.

    Please note that this…

    • 16 Aug 2018
  • Sage CRM Support and Insights: Sage CRM 2018 R3: Create a quick appointment for another user

    You can now use the quick method to create appointments in My CRM calendar of other users. Both you and the user to whom the calendar belongs are added to the User field of the appointment you create.

    I have logged into the system as a user called Susan May and I am looking at her calendar. I can now add an appointment for another user.

    I need to open the calendar of the user for whom I want to create an appointment…

    • 15 Aug 2018