Sage CRM

11 Mar

Sage CRM 2022 has been released, with over 30 customer cases resolved and numerous key enhancements addressed...

13 Dec

Updated 23 December 2021 Sage 300 For clients that are concerned about the Log4j vulnerability, the Sage 300 Development Team has investigated this, and the Apache Log4J 2 library is NOT used in the 2022, 2021, and 2020 versions of Sage 300. While Sage 300 does use the Log4J 1 library (version 1.2.17) for...

Workflows are an integral part of Sage CRM, and we all know how crucial they are to any business that relies on them to perform their daily processes. In my experience as a consultant, there have been many times when users from client sites have contacted us to say that they...

Recently I was asked to hide the continue button on the ‘Case’ summary screen for one of our clients. As you can see in the image below, it is located on the top right corner of the screen. [caption id="attachment_651" align="alignnone" width="300"] Case summary screen with 'Continue' button[/caption] Since it was a...

It’s time to check your IT infrastructure’s performance again! Today’s blog is the second blog post in the infrastructure performance monitoring series. To recap, in my first blog we looked in brief about how businesses can harness the capabilities of a cool open-source performance monitoring tool – Nagios XI. For those...

05 May

In my last post I spoke about being able to use Crystal Reports through browsers other than IE. That got me thinking about the reporting options that are available in Sage CRM and the reasons that each of the different reporting options would be used. As I see it there...

24 Apr

With Sage CRM now supporting browsers other than Internet Explorer, then can be issues when trying to run Crystal Reports. The issues stems from the fact that Sage CRM uses an ActiveX component to display the report. This ActiveX component is quite powerful giving you access to export the report...

Welcome to our new series on the Accsys Framework. This is a new add on product that is currently in development by Accsys Consulting and we are giving you a sneak peak on what is coming up. Sage CRM is a tool that can enhance an organizations business processes by handling...

Sage CRM 7.2, has been released for almost a year now. If you’re a business owner or an IT manager who rely on the earlier versions of Sage CRM to facilitate your day-to-day operations, then it’s about time you look into what Sage CRM 7.2 has to offer. This latest...

Escalation Rules I.T. based solutions and I.T. software in general came about as a need to automate tasks. It allows businesses to focus more on their business objectives and not worry about the system that supports it. Escalation Rules allows the creation of automated tasks from notifications, setting values on screen,...

In the current competitive environment organisations rely heavily on information technology to automate business processes, streamline operations, manage resources, and even store yottabytes of data. If you’re an IT or an infrastructure manager or a small or medium size business owner looking to grow then researching about keeping your systems...

Recently, I needed to copy a database from SQL Server 2012 to SQL Server 2008 R2.  Unfortunately, database backups from one version of SQL Server cannot be read by a lower version.  To work around this, I had to use the "Generate Scripts" function to first create the structure and...

A requirement that we've come across a few times now is to track when a particular field value changed and what the previous value was (e.g. when did the Assigned User change for Company record X?).  A co-worker of mine came up with a method of achieving this, that involved adding only...

Sage CRM allows users to customise which screen should be displayed by default, when they login.But what if you want to login to a custom screen (e.g. an ASP file)?  In that case, you need to: Open the following file for editing \CRM\WWWRoot\InteractiveDashboard\InteractiveDashboard.asp Put in a Javascript redirect for the page you would...

More specifically, this information is usually intended to be outputted as an additional column, in the Opportunity pipeline screen. [caption id="attachment_408" align="alignnone" width="300"] How the "Days in Stage" column appears in the Opportunity pipeline.[/caption] To do this, you'll need to: Modify the database view used by the Opportunity pipeline. Create a translation. Add the new...

09 Aug

If the Sage CRM plugin for Outlook is working correctly, you should see  a "File e-mail" button in your Outlook toolbar. [caption id="attachment_402" align="alignnone" width="300"] Sage CRM plugin buttons in Outlook[/caption] If not, try the following steps to get it working: Requirements Check that your PC has the required libraries installed.  In the Add/Remove...