SageCRM Product Blog

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

Scott Weber — Wed, 15 Dec 2010 18:05:00 GMT

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!

Scott Weber — Thu, 20 May 2010 16:24:00 GMT

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

SageCRM v7 has entered Beta

Scott Weber — Thu, 11 Feb 2010 14:40:00 GMT

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...(read more)

New SageCRM Patch Files Now Available

Scott Weber — Fri, 11 Dec 2009 13:00:00 GMT

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

Scott Weber — Thu, 10 Dec 2009 12:04:00 GMT

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!

Scott Weber — Wed, 09 Dec 2009 13:00:00 GMT

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

Scott Weber — Tue, 08 Dec 2009 13:21:00 GMT

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...(read more)

SageCRM - Viewing User Activity for All Users

Scott Weber — Mon, 07 Dec 2009 14:28:00 GMT

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...(read more)

Sage North America Reports 2009 Results

Scott Weber — Fri, 04 Dec 2009 15:46:00 GMT

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...(read more)

SageCRM - Company Team Restrictions

Scott Weber — Wed, 25 Nov 2009 13:29:00 GMT

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...(read more)

SageCRM - What are Security Policies?

Scott Weber — Mon, 23 Nov 2009 15:39:00 GMT

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...(read more)

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

Scott Weber — Fri, 20 Nov 2009 14:55:00 GMT

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...(read more)

SageCRM - 6.2 Patch D has been released

Scott Weber — Thu, 19 Nov 2009 13:00:00 GMT

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?

Scott Weber — Wed, 18 Nov 2009 13:00:00 GMT

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)...(read more)

SageCRM - What is a Team?

Scott Weber — Tue, 17 Nov 2009 15:53:00 GMT

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...(read more)

SageCRM - Field Security

Scott Weber — Mon, 16 Nov 2009 13:00:00 GMT

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...(read more)

SageCRM - Security Profiles and Territories

Scott Weber — Fri, 13 Nov 2009 13:00:00 GMT

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...(read more)

SageCRM - User Authentication / Password Setup

Scott Weber — Thu, 12 Nov 2009 13:00:00 GMT

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...(read more)

SageCRM - CRM Installations on a 64-Bit Server

Scott Weber — Wed, 11 Nov 2009 15:46:00 GMT

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

Scott Weber — Mon, 09 Nov 2009 15:08:00 GMT

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...(read more)

SageCRM - Rules Applied to E-mail Handling

Scott Weber — Thu, 05 Nov 2009 16:42:00 GMT

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...(read more)

SageCRM - Sales Forecasting

Scott Weber — Wed, 04 Nov 2009 13:00:00 GMT

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...(read more)

SageCRM includes Multi-lingual Support

Scott Weber — Tue, 03 Nov 2009 13:58:00 GMT

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...(read more)

SageCRM - Running Actions on Search Lists

Scott Weber — Mon, 02 Nov 2009 13:00:00 GMT

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...(read more)

SageCRM - Saving Search Criteria

Scott Weber — Fri, 30 Oct 2009 12:00:00 GMT

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...(read more)