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• Sage CRM 6.2 Quick Start Performance Guide

  This document has been made available for development partners. This covers version Sage CRM 6.2. We are pleased to announce the release of the 'Sage CRM Quick Start Performance Guide'. The idea... Posted Jan 26 2010, 09:41 by Jeff Richards with | with 3 comment(s) Filed under: table level scripts, Outlook Integration, Escalation Rules, Installation, Performance, 6.2, indexer service, intervals, escalations, configuration

• Some thoughts about Importing Outlook Contacts

  Sage CRM offers integration with Outlook. Once the Outlook plugin has been installed you see the new CRM Synchronization buttons on the Outlook toolbar. Depending on how the System Administrator has configured... Posted Nov 28 2008, 01:55 by Jeff Richards with | with 1 comment(s) Filed under: Outlook Integration, Import

• Integration with External Systems and the Synchronization of Application Data

  Introduction Sage CRM is integration-ready straight out of the box. It can integrate quickly with Sage ERP products, as well as other external applications through secure, standards-based web services... Posted Mar 30 2008, 10:00 by Jeff Richards with | with 3 comment(s) Filed under: sagecrm.com, ASP, COM, Accpac, Outlook Integration, Integration Options, Security, .NET API, SOLO, Sage CRM 6.1

• Can I run 2 instances of CRM on the same server?

  The answer to this is yes. The typical reason for installing multiple instances of CRM is for partner staff to have seperate demos or development environments on their machines. On my laptop I actually... Posted Feb 23 2008, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Outlook Integration, Self Service, Installation, Default Database, Multiple Installs

• Changing the UserContacts Meta Data

  A little while ago I discussed the data mapping that is used when an Outlook contact is promoted into Sage CRM 6.0. That article discussed that fields like the Persons mobile phone number are carried across... Posted Nov 16 2007, 10:00 by Jeff Richards with | with no comments Filed under: List Block, Outlook Integration, UserContacts

• Field Mapping in Outlook Synchronization

  A contact in Outlook can be added to CRM using the Add Contact button in Outlook. You cannot add a contact from outlook to CRM if the contact in Outlook has company information and the user does not have... Posted Nov 06 2007, 10:00 by Jeff Richards with | with no comments Filed under: Outlook Integration, Fields

• Manually Removing Outlook Plugin

  If you are working with multiple versions of Sage CRM in a demo environment then it maybe useful to know how to manually remove the different versions of the Outlook Plugin that each version of Sage CRM... Posted Aug 31 2007, 10:00 by Jeff Richards with | with no comments Filed under: Outlook Integration, Uninstall

• Sage CRM and Zero Footprint Clients

  I have recently been asked whether Sage CRM will run on Zero Footprint machines where ActiveX controls can not be installed. The last time I heard the phrase "zero footprint" it actually was... Posted Aug 27 2007, 10:00 by Jeff Richards with | with 2 comment(s) Filed under: Outlook Integration, SOLO, Document Drop, Plugins, CTI

• How can I setup an Outlook Integration Debug Trace Log

  Using "regedit" Browse to the following key in the left-hand pane: HKEY_CURRENT_USER SOFTWARE ACCPAC CRM OutlookPlugin With the above key highlighted in the left-hand pane, right-click anywhere... Posted Jun 25 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Registry, Debugging, Outlook Integration