Customer 365 Archives - CRM Together

Online Sage CRM Summit July 2020

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…

Sage 100 – Customer 365 Portal Integration

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…

Self Service Comparison Sheet

Majella O'Connor 24/01/2020 2 mins read


Sage CRM and GDPR – Right to Rectification

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…

SageCRM Custom Development & More

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…

Enhancement to Customer 365 Portal (HTML5 drag and drop and screen shot capture for cases)

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…

Signature Capture within Sage CRM and the Customer 365 Portal

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…

Customer Access portal to Invoices with Customer 365

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…

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