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 Solo Hints and Tips Guide'. This guide supplements the existing 'Sage CRM 6.2 Solo Guide'. Its aim is to provide additional knowledge...

This article has been updated 25th January 2010 to include additional resources. For those of you working in different languages there are 3 language packs available to extend the translations for Sage CRM 6.1 and 6.2. 6.1 Language pack for Turkish 6.2d Language pack for French, German and Spanish 6...

Below is a simple diagram showing the architecture of Sage CRM's self service module. You can see that this clearly implies that the Self Service site exists beyond the corporate firewall. For a company that is using Sage CRM, how do they go about enabling the Self Service feature on the external...

The COM API has an old object within it called TargetLists. This object can be used within internal script (Validate, Table Level Script etc) to create both Dynamic and Static Groups. Prior to version 6.0 of Sage CRM Groups use to be called TargetLists. The name TargetList is stilled used within the...

I was tempted to start a new series of articles called " Mysterious Tables of Sage CRM " but since this is supposed to be a sensible library of "Hints, Tips and Tricks" I have resisted. Nevertheless there are a few tables in the Sage CRM database that whose purpose maybe obscure to...

When a new version of Sage CRM is released or a new patch is issued there may be changes made to the database tables and views. These changes can be obvious, for example if a new table is added to support a new feature then it is clear that this would have an impact on the database. In version 6.2, one...

The feature 'Web to Lead' in Sage CRM enables you to create web pages for collecting lead information automatically. The process generates the HTML to define a web form page for entering lead details. This HTML page can be inserted into a corporate web site. The Lead details captured by the form...

This article is related to the previous discussion " Cloning a Person and assigning to a new Company ". In a default install of Sage CRM 6.2 it is not possible to merge a person record with another person that is attached to a different company. You can see in the image above only the contacts...

This is a sample include file that enables the easy control of lists in clientside code. Example usage <script src=" http://myserver/crmsp1/custompages/listrules.js "> </script> <script> window.attachEvent("onload", formatGrid); function formatGrid() { var mygrid...

Sage University have a some live instructor led Virtual Classroom training course taking place that cover Advanced E-mail Management. These Virtual Classroom courses are designed for SageCRM consultants who are responsible customizing the SageCRM. You will learn how to set up and configure the e-mail...