User contributions for Sagecrmw

26 June 2026

• 13:2413:24, 26 June 2026 diff hist +10,461‎ N Gmail New ‎ Created page with "The NEW menu is available on all menu bars in the task pane. File:Screenshot_2026-06-26_142113.png File:Screenshot_2026-06-26_142408.png Clicking on an item loads a modal with the fields on it. The context with which something is created is important as this will preset some fields. Click Save to Save the record and then the UI will show the summary of this record. ----- Deduplication is available on the company File:new3.jpg and person screens (l..."
• 13:2413:24, 26 June 2026 diff hist 0‎ N File:Screenshot 2026-06-26 142408.png ‎No edit summary current
• 13:2113:21, 26 June 2026 diff hist 0‎ N File:Screenshot 2026-06-26 142113.png ‎No edit summary current
• 13:1013:10, 26 June 2026 diff hist −45‎ Gmail Search ‎No edit summary current
• 13:0713:07, 26 June 2026 diff hist 0‎ N File:Screenshot 2026-06-26 140726.png ‎No edit summary current
• 13:0513:05, 26 June 2026 diff hist 0‎ N File:Screenshot 2026-06-26 140510.png ‎No edit summary current
• 12:5212:52, 26 June 2026 diff hist 0‎ N File:Screenshot 2026-06-26 135211.png ‎No edit summary current
• 12:4912:49, 26 June 2026 diff hist 0‎ N File:Screenshot 2026-06-26 134657.png ‎No edit summary current
• 12:4412:44, 26 June 2026 diff hist −16‎ Gmail Search ‎No edit summary
• 12:4312:43, 26 June 2026 diff hist 0‎ N File:Screenshot 2026-06-26 134144.png ‎No edit summary current
• 12:4212:42, 26 June 2026 diff hist 0‎ N File:Screenshot 2026-06-26 134127.png ‎No edit summary current
• 12:4012:40, 26 June 2026 diff hist −2,460‎ Gmail Search ‎No edit summary
• 12:3712:37, 26 June 2026 diff hist +3,655‎ N Gmail Search ‎ Created page with "Search works in a number of ways *1. Email Matching *2. Manual Search *3. Parse Search There are also 2 extra options here *4. Bookmarks *5. History ----- 1. Email Matching The system will take an email and search as follows: a. tag matching (if there is a tag in the email) b. Person match (full match) c. Company match (on domain or on person email domain returning their company) d. Lead match If no match is found the user is presented with the new Company screen..."
• 12:0112:01, 26 June 2026 diff hist +246‎ N Gmail Home Screen ‎ Created page with "The Home screen contains an Accordian control with lists in them. Opportunity Pipeline (turned off by default/Enabled on request) Cases Pipeline (turned off by default/Enabled on request) User Details File:Screenshot_2026-06-25_115516.png" current
• 12:0012:00, 26 June 2026 diff hist 0‎ N File:Screenshot 2026-06-25 115516.png ‎No edit summary current
• 11:5411:54, 26 June 2026 diff hist +1,085‎ N Gmail Add Connection ‎ Created page with "Opening the application the first time in a new environment you will be prompted to set up the connection. Click the blue '''Log in''' button at the bottom of the panel. File:Screenshot_2026-06-26_120829.png A secure pop-up window will appear: '''Sage URL:''' Type in your company's CRM web address. Click '''Continue'''. File:Screenshot_2026-06-26_124629.png Confirm the URL shown at the top is correct (click '''Edit''' if you need to fix it). Enter your Sag..." current
• 11:5211:52, 26 June 2026 diff hist 0‎ N File:Screenshot 2026-06-26 125122.png ‎No edit summary current
• 11:5011:50, 26 June 2026 diff hist 0‎ N File:Screenshot 2026-06-26 124845.png ‎No edit summary current
• 11:4711:47, 26 June 2026 diff hist 0‎ N File:Screenshot 2026-06-26 124629.png ‎No edit summary current
• 11:1711:17, 26 June 2026 diff hist +2‎ Custom Mail Merge Install ‎No edit summary current
• 11:1711:17, 26 June 2026 diff hist 0‎ N File:Merge signature.png ‎No edit summary current
• 11:1611:16, 26 June 2026 diff hist 0‎ N File:Merge diagnostics.png ‎No edit summary current
• 11:1611:16, 26 June 2026 diff hist +28‎ Custom Mail Merge Install ‎No edit summary
• 11:1611:16, 26 June 2026 diff hist +216‎ Custom Mail Merge Install ‎No edit summary
• 11:1011:10, 26 June 2026 diff hist 0‎ N File:Screenshot 2026-06-26 120829.png ‎No edit summary current
• 10:4710:47, 26 June 2026 diff hist −4‎ Start with Gmail ‎No edit summary current
• 10:4610:46, 26 June 2026 diff hist 0‎ N File:338px-Imagea.png ‎No edit summary current
• 10:4410:44, 26 June 2026 diff hist −42‎ Start with Gmail ‎No edit summary
• 10:3910:39, 26 June 2026 diff hist +2,125‎ Home Screen ‎ Undo revision 2875 by Sagecrmw (talk) current Tag: Undo
• 10:3710:37, 26 June 2026 diff hist −46‎ AC Plus Overview ‎No edit summary current
• 10:3610:36, 26 June 2026 diff hist +41‎ Start with Gmail ‎No edit summary
• 10:3510:35, 26 June 2026 diff hist +1‎ Start with Gmail ‎No edit summary
• 10:2610:26, 26 June 2026 diff hist 0‎ N File:Untitled design (15).png ‎No edit summary current
• 10:1310:13, 26 June 2026 diff hist 0‎ MediaWiki:Sidebar ‎No edit summary
• 10:1210:12, 26 June 2026 diff hist +47‎ MediaWiki:Sidebar ‎No edit summary

25 June 2026

• 20:3420:34, 25 June 2026 diff hist +106‎ User Checklist ‎No edit summary current
• 11:1011:10, 25 June 2026 diff hist +18‎ Home Screen ‎ Undo revision 2876 by Sagecrmw (talk) Tag: Undo
• 11:0911:09, 25 June 2026 diff hist −18‎ Home Screen ‎No edit summary Tag: Reverted
• 11:0811:08, 25 June 2026 diff hist −2,125‎ Home Screen ‎No edit summary Tag: Reverted
• 11:0711:07, 25 June 2026 diff hist 0‎ N File:Screenshot 2026-06-25 120537.png ‎No edit summary current
• 11:0611:06, 25 June 2026 diff hist 0‎ N File:Screenshot 2026-06-25 120424.png ‎No edit summary current
• 11:0211:02, 25 June 2026 diff hist 0‎ N File:Screenshot 2026-06-25 115950.png ‎No edit summary current
• 10:5810:58, 25 June 2026 diff hist 0‎ N File:Screenshot 2026-06-24 112501.png ‎No edit summary current
• 10:4610:46, 25 June 2026 diff hist +1,130‎ Start with Gmail ‎No edit summary
• 10:0310:03, 25 June 2026 diff hist +95‎ N Start with Gmail ‎ Created page with "Requirements Sage CRM Requirements Sage CRM versions 2021, 2022, 2023,2024 and 2025 supported."
• 09:5809:58, 25 June 2026 diff hist +43‎ MediaWiki:Sidebar ‎No edit summary
• 09:0209:02, 25 June 2026 diff hist +336‎ MediaWiki:Sidebar ‎No edit summary

22 June 2026

• 12:5312:53, 22 June 2026 diff hist +3‎ Install GMail Client ‎No edit summary current
• 12:5312:53, 22 June 2026 diff hist −871‎ Install GMail Client ‎No edit summary

12 June 2026

• 09:2509:25, 12 June 2026 diff hist 0‎ N File:Max request limit.png ‎No edit summary current