SageCRM Product Blog

Sage CRM v7.1 - Many Exciting New Features Spring 2011

2010-12-15T18:05:00Z

Sage CRM v7.1 will include Sage E-marketing for Sage CRM, our fully integrated email marketing solution which includes attention-grabbing e-marketing templates, smart-sending features, automated drip marketing campaigns and the ability to track open, click and bounce rates – all within Sage CRM....(read more)

SageCRM v7.0 Now Available!

2010-05-20T16:24:00Z

SageCRM v7.0 helps businesses manage employees and customers with new and exciting features....(read more)

SageCRM v7 has entered Beta

2010-02-11T14:40:00Z

Sage is getting ready to release the latest version of SageCRM and we will keep you posted as more information about this exciting new release becomes available. The new features of Sage CRM v7 are: The interactive dashboard Active directory provisioning SData provider Interface enhancements and product branding updates Mixed and system expiry licensing GCRM integration contract...(read more)

New SageCRM Patch Files Now Available

2009-12-11T13:00:00Z

New SageCRM patch files are available for download from SupportOnline including, SageCRM v6.2 Patch C (with Hotfixes 1 & 2), SageCRM v6.1 Patch O, and SageCRM v6.0 Patch X....(read more)

SageCRM v7.0 Beta Phase Has Been Announced

2009-12-10T12:04:00Z

The next generation of SageCRM 7.0 will be entering the beta phase with development partners next week. I will be blogging about changes and new features as they become available....(read more)

Dragon Dictation software now available at the Apple App Store Free!

2009-12-09T13:00:00Z

There've been some dictation apps before now, but now Nuance, makers of Dragon, the world's most popular desktop dictation software, is invading the App Store with their own. Plus, it's free (for a limited time)! ...(read more)

SageCRM - Changing the Default User Template

2009-12-08T13:21:00Z

All new CRM installs contain a Default User Template. The Default User Template is where you can define your baseline settings for all new users. This enables you to define a set of common characteristics (the default language to be used, security access rights common to all users, and user preference settings) that can be applied to new users. Once the default user template is defined, you can create other user templates, using the default template as a basis. Note that the number of user templates...(read more)

SageCRM - Viewing User Activity for All Users

2009-12-07T14:28:00Z

The User Activity administration option enables you to view the following information: ■ Summary information about all user activity. ■ A list of currently logged on users. ■ A list of historical user activity records. ■ Summary information about user sessions. To view user activity information for all users: 1. Select Administration | Users | User Activity. 2. Click on one of the four tabs to view the information you require (All User Activity, Currently Logged In Users, Inactive Users, and User...(read more)

Sage North America Reports 2009 Results

2009-12-04T15:46:00Z

Irvine , CA - Dec 02, 2009 - Sage North America, part of the Sage Group plc (LSE: SGE), announced today that total revenue for its fiscal year ended September 30, 2009 was $US 889.4 million, a decrease of 10%* over the same prior year period. Overall North America EBITA margin, including restructuring charges of $16.4 million incurred in the year, was 18% (2008:18%**) as the company effectively managed costs to increase efficiency. Excluding restructuring charges it was 20%. UK-based The Sage Group...(read more)

SageCRM - Company Team Restrictions

2009-11-25T13:29:00Z

Restrict Sensitive Info Rights to view the following tabs can be restricted for individual users depending on company team membership. This means that if you have not been assigned to work on an account via the Company Team tab, you may not view or update information in the following tabs: ■ Quick Look ■ Dashboard ■ Marketing (if available) ■ Notes ■ Communications ■ Opportunities ■ Cases ■ Company Team ■ Documents The tabs are displayed with "no entry" signs: These access rights can be...(read more)

SageCRM - What are Security Policies?

2009-11-23T15:39:00Z

Security Policies allow the System Administrator to set up additional security rights. When any of the settings within the Security Policies page are enabled, additional options are available in the Profile Rights For drop-down list in the Security Profiles page. A new icon called User Rights is displayed when the Allow Users Direct Rights In Territories setting is set to Yes. The security policies act as logical "OR"s to the existing Profile and Default Territory settings. Security Profiles...(read more)

SageCRM and MAS90/200 EES v1.4 customer beta announcement

2009-11-20T14:55:00Z

Sage is currently recruiting Beta and Controlled Release sites for the Sage MAS Extended Enterprise Suite v1.4 product. In order to be considered to be a participant in this program, we require that your Customer site be using the CRM integration on EES. The Beta program is set to start this month. There will be a one week period to run parallel and test the new version. We require the Controlled Release sites to go live the following week (Week 2), with the Beta sites continuing with their testing...(read more)

SageCRM - 6.2 Patch D has been released

2009-11-19T13:00:00Z

This attached document provides details of all Sage CRM patch releases for version 6.2. Installing the most recent 6.2 patch ...(read more)

SageCRM - What is the User Activity area?

2009-11-18T13:00:00Z

The User Activity area of the system enables Administrators to view user login and activity details. Information that can be viewed includes user login and logout time and date, session duration, logout method (whether manual or by automatic timeout), system access method (browser and version), a list of currently logged on users, and a historical list of users. Viewing User Activity for All Users The User Activity administration option enables you to view the following information: ■ Summary information...(read more)

SageCRM - What is a Team?

2009-11-17T15:53:00Z

A team is a group of users who perform similar roles. In a small organization, this might mean that all Sales Department users are part of the Sales Team. In a larger organization, there may be Telesales, Direct Sales, and Field Sales teams. Putting Teams to Use in Your Organization Each user can be made a member of one team and can be given rights to view multiple teams. Communications, Opportunities, Leads, and Cases can all be tracked by individual user and by team. Also, Communications can initially...(read more)

SageCRM - Field Security

2009-11-16T13:00:00Z

The System Administrator can set up field security for the whole CRM system, for individuals, teams, and for security profiles via the Administration | Customization | <Entity> | Fields tab. For example, it is possible to make a field invisible to some users, allow others to view the contents of the field but not to change them, and to give others both read and write rights. In addition, it is also possible to make it mandatory for the user to enter a value in the field before submitting the...(read more)

SageCRM - Security Profiles and Territories

2009-11-13T13:00:00Z

The System Administrator can manage security access rights across the organization by setting up security Profiles and, if required, security Territories. Profile . A profile is a way of grouping users together when defining access rights (View, Update, Insert, Delete). Territory . In addition to basic access rights profiles, you can further divide users rights by territory. For example, you may want users in the Europe territory to view all Opportunities within the USA territory, but not to be able...(read more)

SageCRM - User Authentication / Password Setup

2009-11-12T13:00:00Z

A user requires a User Name logon ID to access the system. You can also set the minimum length and strength of passwords. These settings can be accessed from Administration | Users | Security | Policies. Password Encryption A user's password is encrypted both within the system and in the database for maximum security. The System Administrator can change, but not view, a user's existing password. Password Expiry The number of days for the password to expire is set within Administration | Users...(read more)

SageCRM - CRM Installations on a 64-Bit Server

2009-11-11T15:46:00Z

CRM is a 32-bit application which can run on a 64-bit server (from version 6.1 and above). For example, with IIS 6.0 on Windows Server 2003 x64 Edition. However, since the IIS default is for 64-bit applications, the following CScript needs to be run first on the server from the command prompt...(read more)

Using SageCRM as a Development Platform

2009-11-09T15:08:00Z

Sage CRM is integration-ready straight out of the box. It can integrate quickly with Sage ERP products, as well as other external applications through secure, standards-based web services and APIs. Please read the attached documentation for additional information....(read more)

SageCRM - Rules Applied to E-mail Handling

2009-11-05T16:42:00Z

Did you know that SageCRM has the ability to apply rules to inbound emails? Can your CRM system do this? Here is an example: When an e-mail is received in the specified mailbox, the e-mail database table is checked for all the people associated with the e-mail address. ■ If only one person is associated with that e-mail address— even if the e-mail address is used as a private and business type—a communication is created for that person, which is also associated with the CRM user. ■ If an associated...(read more)

SageCRM - Sales Forecasting

2009-11-04T13:00:00Z

Did you know that Sales Forecasting is a standard feature of the SageCRM application for both Individual CRM users and Teams? Sales Forecasting functionality: ■ Allows individual Sales Users to flag opportunities in their pipeline to indicate whether they should be included in their sales forecast. ■ Allows individual Sales Users to enter forecasts using their opportunity pipeline as a default starting point. ■ Allows Sales Managers to make their forecast based on their own personal pipeline (if...(read more)

SageCRM includes Multi-lingual Support

2009-11-03T13:58:00Z

SageCRM, included as part of the Sage Accpac Extended Enterprise Suite, provides multicurrency, multi-lingual support from a single code base—English, U.K. English, French, German, Spanish, Dutch, and Japanese—making this solution the logical choice for businesses around the world. SageCRM's single server installation and web browser access, allow employees, partners and customers alike to view the information they need to get the job done, anytime, from anywhere in the world....(read more)

SageCRM - Running Actions on Search Lists

2009-11-02T13:00:00Z

You can perform a number of actions on all types of search lists— lists returned by a standard search, lists returned by Advanced Find, lists returned by Keyword Search, lists based on saved searches, or the My CRM Contacts list. Actions available are: ■ New Document. You can create a merged document for all contacts contained in your list. ■ New Task. You can create a new task with the same details for each of the contacts on your list. ■ New E-mail. You can create an e-mail with merge fields, which...(read more)

SageCRM - Saving Search Criteria

2009-10-30T12:00:00Z

When you perform a search to return Companies, People, Opportunities, Orders, Quotes, Cases, Solutions, Leads, or Communications that match specific search criteria, you may want to save the list and reuse it. For example, let’s say you want to search for all companies in the system based in London that have 21 - 50 employees on staff. You can create a saved search based on this list. When you do this, you are saving the search criteria as opposed to the actual list. If new companies are added to...(read more)