Category: Sage CRM Tutorials

v7.1 SP2 Document Attachment Enhancements

Service Pack 2 of Sage CRM version 7.1 introduced some significant enhancements to the Document Attachment feature. With these enhancements, you can now upload documents using other browsers besides Internet Explorer, you can upload multiple files at the same time, you can attach multiple files to a single Task, and your system can be setup to limit the size and type of files that can be uploaded. In this tutorial, we demonstrate the document attachment enhancements.

Non-Customer Quoting w/Sage 300cloud (Accpac) Integration

One of the powerful features of the integration between Sage CRM and Sage 300cloud (Accpac) is that it allows you to generate quotes and orders to prospects without requiring that they be customers in Accounts Receivable. This feature helps you avoid cluttering up your AR with customers who have never made a purchase. In this tutorial, we’ll walk you through the process of generating a non-customer quote.

Field Security in Sage CRM

Field security in Sage CRM allows your system administrator to define how users can access the fields on a screen. For example, it’s possible to make a field invisible to some users, allow others to view the contents of the field, but not make changes, and to grant others both read and write access. In this tutorial, we take a look at this feature and run through an example to illustrate how it works.

Search Select Advanced Fields in Sage CRM

Sage CRM provides you with a number of different field types that you can add to your screens allowing you to configure the system to meet your needs. One of the available field types is the Search Select Advanced field that allows you to search for records within an entry screen. In this tutorial, we walk through an example of adding a Search Select Advanced field to the Opportunity screen.

Setting Up an E-Marketing Campaign in Sage CRM

Sage CRM version 7.1 and above includes Sage E-Marketing, an integrated system that makes it easy to setup and track your email campaigns. In previous tutorials, we’ve shown how to create your list of recipients, import your email template and how to insert merge fields and hyperlinks for personalization and tracking. In this tutorial, we show you how to setup an E-Marketing Campaign and send an email blast.

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