SageCRM 100/200 Deployment Options

Posted by Steve Chipman on April 23, 2008 · Leave a Comment 

SageCRM.com is hosted, multi-tenant version of SageCRM.  SageCRM 100/200 is the version of SageCRM that can be purchased. SageCRM 100/200 can be deployed in one of three ways: Read more

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SageCRM Web Form to Case

Posted by Steve Chipman on April 23, 2008 · Leave a Comment 

Companies that are using or planning to use SageCRM for Case (Ticket) management are often looking for an anonymous Web Form to Case functionality, so that a customer can be prompted for a serial number or a specific software version — and this information will be sent to custom fields within the SageCRM Case record.

There are several ways that this can be set up, but the following is the best way to set it up when SageCRM is hosted within a company’s firewall: Read more

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CRM and Mac Compatibility

Posted by Steve Chipman on April 16, 2008 · Leave a Comment 

CRM Software Options for Macintosh Users

Corporate Macintosh use was one reserved for only certain types of companies – ones that required the unique graphical and design capabilities of the Mac platform.

However, there is increasing Macintosh adoption across all types of companies – due to factors such as lack of Vista adoption and the general popularity of Apple products.

What does the increasing number of Mac users mean for companies that are planning to invest in a CRM solution? Read more

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Backing Up Your CRM Data

Posted by Steve Chipman on April 5, 2008 · Leave a Comment 

Companies that deploy on-premises CRM and accounting solutions should be cognizant of the need to create proper backups of their valuable data.

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You May Need to Recreate Views Manually

Posted by Steve Chipman on April 2, 2008 · Leave a Comment 

The most enigmatic error in SageCRM is probably “You may need to recreate views manually.”  There are several reasons why this can appear.  Before making any changes to SQL Server, make sure to back up the database. Before making any changes to the Registry, back it up.

The “sa” User Password Has Been Changed

If the sa password has been changed in SQL Server and not in SageCRM, it will need to be changed in SageCRM.  If the sa password is not known, it will need to be changed in SQL. Read more

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