Learn about upcoming webinars, tips and tricks, and new features for Sage CRM.
Accelerator (Sage CRM’s advanced integration to MS Outlook) offers a lot of time-saving features when it comes to sending out mailmerge documents stored in Sage CRM. Not just timesaving, but features users will not get without Accelerator, such as merging data with custom entities and merging both a document and an email at the same time.
More videos like this one, including a full breakdown of Accelerator features and functions, are found on this Outlook page of the My CRM Manage website.
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
Sage CRM allows for outbound emails to automatically go out based on logic you define. Typically, this is accomplished via either an escalation rule or
My favorite feature of 2021R2 is the ability to label outbound Quotes and Orders professionally. Release Notes Upgrade Page
Greytrix has recently updated their GUMU™ Sage 100 CRM page on their website to reflect our updated marketing material. New/Updated videos from the My CRM
Our ID Generator ensures a consistent naming convention for data created in Sage CRM. This could be applied to Opportunities, Cases, Leads, or really anything.
S5Maps (Google Maps integration) has recently added quick links to Dun & Bradstreet as well as LinkedIn. There is a short video below about these
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