Customizing Sage CRM

While Sage CRM is of course a CRM application, it is also a powerful web-development platform we can use to do all kinds of practical things to improve your overall ‘system’. 

We are development partners for Sage CRM and on this page, you will find examples of customizations.  Some, (creating new entities) illustrate very client specific needs, and others (like Communication Statistics, and ID Generator) are commonly applied to almost all systems we work on.  Please note that we use a lot of what you see below in conjunction with Sage CRM’s process control features.  

Table of Contents

Creating and Linking New Entities

Maybe your company is ok with the core sections of Sage CRM, but maybe it would make more sense to add new sections (aka Entities).  An example is to add a section to Sage CRM to profile and manage equipment.  And if you want those equipment records associated to service jobs, no problem.  Creating new sections for client’s systems happens all the time and this is a great example of how Sage CRM can readily be made more practical for your unique environment.  We have provided some examples below, but what you choose (or need) to manage in your Sage CRM instance is up to you.

In this video (right), we show examples of net new screens within Sage CRM that can be used to profile information.  The video also shows how these new screens can be woven into the rest of Sage CRM. 

One of the examples shows illustrates Equipment records and how they can be associated to a service job (Case).  But that is just one example, the possibilities are unlimited.

ID Generator

Our ID Generator allows you to create a consistent naming convention for data created in Sage CRM.  This could be applied to anything within Sage CRM, Cases, Leads, Opportunities, or otherwise. 

In this video example we are using a schema of YY + Number for the opportunity + Company + Creation date of the opportunity, but keep in mind that it can be whatever you want, this is just an example.

Communication Statistics

When was the last time this account was contacted? 

You will always know with our communication statistics component. Once installed, a set of fields will become available at the Company, Opportunity, Case, and Lead sections of CRM. 

Communication Statistics

Finding non-standard Data Easier

Sage CRM makes it easy to look up certain information, but for some projects we need to make it even easier.  Whether you are looking for a document, a specific address, or a phone number, we can extend Sage CRM’s default search features to allow you to do more.

Global Documents Lookup

Where was that file loaded?

With our Document Finder component, you can search across the entire Sage CRM database for specific files or file types.  It works just like if you were looking up a person or a company.

Document Finder
Global Phone Number Lookup

Not sure what type of phone number was used when a contact number was recorded in CRM? With our global phone number search, you can search across various phone number types regardless of whether the number has been entered for a company or person.

Global Address Lookup

Prevent duplicate entry by searching the entire CRM database for an address that might already exist. With our global find address feature, you can search across various address types (billing, shipping, mailing, etc) regardless of whether the address has been entered for a company or person.

Adding Images

Sometimes it just makes more sense to add a picture to a screen or sort through images using our image gallery tool. 

Image Gallery

Our Image Gallery component it provides a new tab allowing users to easily view images. The feature can be applied to Companies, People, Cases, and Opportunities.  

You can restrict it to specific image files (libr_types) or image types.

WYSIWYG

This example of WYSIWYG is from our internal system.  When we track service issues that require a technician to get involved, adding a picture is often the most efficient way to communicate the requirement. 

Please note that this WYSIWYG feature was created by CRM Together and made available to everyone in the Sage CRM community via their open-source program.

Integrating with Other systems

Integrating with accounting is great, but you can also connect Sage CRM with other systems.  To integrate with a cloud based system, typically we would use Sage CRM’s REST API.  To integrate with on-premise applications, the process is even more streamlined.  

REST API

In version 2019R2, Sage introduced their REST API. This link launches a recording of Jeff Richard’s presentation on the REST API at the July 28th, 2020 Sage CRM user conference. Using REST API for Customizations

Tables & Databases

When connecting Sage CRM to an on-premise database or application, Sage CRM provides feature set that makes this relatively easy.  Within the Advanced Customization section of the Admin panel, under Tables and Databases, we can choose ‘new’ to connect CRM within something else. 

Connecting using tables and databases
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