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The Difference Between Tasks & Appointments

Tasks and appointments share a lot of similarities within Sage CRM. They share the same entry screen and appear in communication lists, but there are a few differences too. https://www.youtube.com/watch?v=40XzppXyHLA Similarities Between Tasks & Appointments Both Tasks & Appointments share the same entry screen Both can be customized You can set on-screen or email reminders All communications, regardless of status live within the communications folder ...

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Updated Accelerator User Guide

Almost all of our Sage CRM projects use the advanced integration between Sage CRM and MS Outlook (aka Accelerator). Accelerator has a massive impact on user adoption and a deep feature set. When it comes to user training, we provide a user guide (which references the training videos on our Accelerator page) in advance of the hands-on training sessions. These user guides are constantly evolving. ...

GUMU™Sage CRM

GUMU Sage 100 CRM Roadmap

The GUMU™ Sage 100 CRM integration is definitely progressive. The timeline below reflects significant milestones over the past 3-years and provides a glimpse forward. A detailed breakdown of the integration can be found on the Sage 100 page. Initial Launch (Advance Sage 100 CRM) Greytrix publishes their GUMU for Sage 100 CRM to overcome limitations of the default Sage 100 integration to Sage CRM. 2006 ...

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Updated Sage CRM Mailchimp User Guide

When one of our accounts wants to start taking advantage of Sage CRM’s practical (and free) Mailchimp integration, we typically provide them with our Mailchimp User Guide and then schedule a meeting to go through it together. Since both Mailchimp and the Sage CRM integration keep evolving, it is an ongoing effort to keep our User Guides up to date. This week, my colleague April ...

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Emailing Groups of Contacts from Sage CRM

Your can send out important notifications or marketing messages to groups of contacts. You can easily segment your meaningful groups from the FIND / PERSON screen or by creating a group. We can email these groups directly from Sage CRM or by using Sage CRM’s built-in integration with Mailchimp. You can learn more about how Sage CRM manages communications on this page of the My ...

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My CRM Manager featured in Sage 300 Newsletter

Sage 300 has begun issuing Quarterly Newsletters and their first, published on February 2nd, 2022 had us listed in the Featured Partner section. The article shows our Sage 300 CRM video (finally getting used by Sage) and focused on how My CRM Manager can help Sage 100/300 partners be more successful with Sage CRM. There is a link back to our Accounting Partners page.

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Emailing Individual Contacts directly from Sage CRM

You can send out specific emails to contacts from the person record, or from the context of a specific job or opportunity. Additionally, you can leverage Sage CRM’s email templates features which make it easy to merge dat and send consistent messages. I use templates all the time. Whenever we send out an email from Sage CRM, the system automatically records a copy of the ...

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Sage CRM Apache Vulnerability

On Friday, December 10th there was a vulnerability announced by Apache related to a logging system leveraged by Sage CRM versions 2020R2 and above. Here is the link to Sage’s announcement Advisory: Apache log4j vulnerability (CVE-2021-45046) – Sage CRM Hints, Tips and Tricks – Sage CRM – Sage City Community Warning The feature that includes this vulnerability was only introduced to Sage CRM in version ...

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