Majella O'Connor 21/10/2020 5 mins read
The complete video replay of this presentation is below. At the start of each section is highlighted the time it is covered in the video…
Majella O'Connor 26/08/2020 1 min read
We were to take part in the North America Virtual Summit last month. The event was put together by a selection of business partners to…
Marc Reidy 05/08/2020 3 mins read
In March 2020 we completed a Customer 365 (Sage CRM Self Service Portal) project with Lehman Wesley & Associates, that allowed the customers own resellers…
Majella O'Connor 24/01/2020 2 mins read
Introducing our self service solution for Sage CRM – Customer 365 and a comparison with Sage self service code provided The self service portal site…
Marc Reidy 05/01/2018 2 mins read
GDPR (General Data Protection Regulation) Compliance As most people are aware the date when GDPR enforcement is almost upon us (May 2018). One of the Articles…
Majella O'Connor 02/03/2017 3 mins read
Thank you Ms Arline Welty of DataQuest for our WebSide Chat today.. We invited Arline to join us in our weekly webinar this week, it…
Marc Reidy 04/06/2015 1 min read
We have a new enhancement for Customer 365.. You can now drag and drop files from your desktop against Cases as well as take screen shots…
Marc Reidy 18/08/2014 1 min read
We recently completed a project to allow a Sage CRM customer create new entities that have a signature capture ability and also embedded reports (using…
Marc Reidy 29/04/2014 1 min read
So here we are in April 2014 – We still have customers asking for a copy of an invoice and/or a statement of accounts. This can…