Sage 300

Sage 300 is accounting software for small to medium sized enterprises that fulfills all your accounting needs.

Customised and tailored by Astech

Sage CRM

Customer Relationship Management Software- Sage CRM is a powerful and easy-to-use customer relationship management solution that integrates directly with both Sage 300 and SAGE ERP X3.

Customised and tailored by Astech

Credit Management Solutions

The Astech Credit and Loan Management Solution (LMS) is a comprehensive end to end business software solution for credit providers.

Customised and tailored by Astech

Astech Blog Articles

Using SData 2.0 in Sage CRM: Part 5 - A word on authentication

In this last post in this series on using SData 2.0 in Sage CRM, I just want to leave some comments on authenticating with SData 2.0. If you don't have a clue how SData 2.0 works then I highly suggest you go through the rest of the articles in this series linked at the bottom of this post.SData 2.0 provides multiple authentication methods.  The best method is based on the environment in which...

Using SData 2.0 in Sage CRM: Part 4 - Deleting records

This is the fourth post in a series of posts documenting how to use the new SData 2.0 RESTful API in Sage CRM.  If you haven't read the first post then I highly suggest that you do as the following posts all build on concepts presented in that one.In SData 2.0, we are able to manipulate data which was not possible before.  One of these manipulations is deleting data from the Sage CRM dat...

Using SData 2.0 in Sage CRM: Part 3 - Inserting records

This is the third post in a series of posts about using SData 2.0 in Sage CRM.  If you haven't read the first post then I highly suggest you read it as it lays down some important concepts that are used in these posts.Another feature that SData 2.0 provides us with for manipulating data in Sage CRM is creating new records.  Let's dive in!Syntax of an insertInserting a record is similar t...

Using SData 2.0 in Sage CRM: Part 2 - Updating records

This is the second part of a series of articles on how to use SData 2.0 in Sage CRM.  If you haven't read the first one then I suggest you read it as it provides a grounding for the concepts we will be covering in this article and the ones going forward.  A list of all the articles can be found at the bottom of this post.One of the new features in SData 2.0 is the ability to modify recor...

Using SData 2.0 in Sage CRM: Part 1 - Introduction and Querying

A perhaps lesser-known feature of Sage CRM is the SData RESTful API.  This API was initially developed to allow developers read-only access to the Sage CRM database for use in other applications (SData 1.1), but Sage released a newer version of SData (SData 2.0) that allowed not only querying data from Sage CRM, but also inserting new records, updating existing records and deleting records in...

SMTP, IMAP and POP Settings for popular email providers

When setting up email integration at clients, we often find ourselvess having to Google the IMAP, POP and SMTP details for popular email providers.  Below is a list of these settings for popular email providers.Google MailSMTPServer: smtp.gmail.comRequires SSL: YesRequires TLS: Yes (if available)Requires authentication:YesPort for SSL: 465Port for TLS/STARTTLS:587IMAPServer: imap.gmail.comReq...

Fixing empty dialog box on Calendar screen in MyCRM

One of our clients experienced issues with the Calendar tab in MyCRM.  Some of the users were able to see their calendar while others just saw an empty dialog box like below: When the users dismissed the dialog box, the calendar failed to load. Solution This was caused by the user's language not being configured. When the calendar loads, it tries to retrieve the calendar settings and c...

Relicensing Sage CRM

When a client renews their Sage CRM license or upgrades their license, we have to relicense Sage CRM to use the new license.  This is a quick process. Prerequisites New Sage CRM License Key SQL Server login credentials for Sage CRM DowntimeProcess Follow these steps to update the license: Open File Explorer on the server where Sage CRM is installed and navigate to: For 32-bit o...

Sage CRM Exchange Integration: Sage CRM Setup

Sage CRM offers Exchange/Office 365 Integration which allows you to synchronize Contacts, Appointments and Tasks between Sage CRM and Exchange/Office 365.  This article will guide you through setting up the integration in Sage CRM. Prerequisites Please note that this article assumes that you have already set up an Office 365 or Exchange account for the integration. If not, please view these...

Sage CRM Exchange Integration: Office 365 Setup

Sage CRM offers Exchange/Office 365 Integration which allows you to synchronize Contacts, Appointments and Tasks between Sage CRM and Exchange/Office 365.  This article will guide you through setting up an account in Office 365 for the Sage CRM integration to use. Steps Log into your Office 365 Portal (portal.office365.com) with an administrator account. Create a new user with a mail...

Cannot process file because of mark of the web error in Visual C# project

We have been working on an Outlook VSTO Plugin as part of a product that we are selling at As-tech.  Often, when trying to build or publish the plugin, we encounter an error complaining that the project cannot be build because one of the resource files had the Mark of the Web (see below): It claims that the Mark of the Web needs to be removed in order to process the file, but it soon...

Fix "Authentication required, Browser session mismatch" error in Sage CRM

When logging into Sage CRM using Internet Explorer, you might encounter the following error:CauseThis issue appears to be caused by a new security feature introduced in Sage CRM (7.3+) and appears when using Sage CRM over HTTPS.SolutionThese solutions were obtained from Sage City.Configure Internet ExplorerThe best solution would be to configure Internet Explorer to avoid the issue appearing.Open ...

Sage 300 Support

Sage 300 support plays an important role in looking for efficient ways to increase a company’s planning and human resources management. Every company needs an accounting system that is accurate and efficient. An efficient accounting system needs to be effortless and secured saving one time and energy. With Sage 300 support, any organisation can easily spot problems quicker than most people thus al...

Sage 300 Demo

Deploying Sage ERP Sage 300 6.0A requires a number of computers. This includes a database server, file/web server and client workstations. This disseminates the entire workload over to at least three computers; this also includes processing requirements and memory used. Most users want everything to be installed on the laptop without any internet connection to the demo. The aim is to get the demo ...

Sage 300

Every business is different, the needs and growth of the company is dependent on the size of the corporation. Larger businesses have more needs and therefore need systems which will cater for its needs. Some larger corporations also have chaotic accounting processes. A company can easily fall into a complex situation especially when there are no professionals who are well equipped to deal with the...

Accounting Software Benefits

What is accounting software? Accounting software is an integrated system that handles all the bookkeeping on a computer. The main function is to synchronize the record keeping of all the monetary transactions that are relevant to the business. Why do you need it? The need for increased productivity in our current economy has forced the world into integrating all the busines...

Why Sage CRM?

If you’re using a paper based system that is not keeping pace with the growth of your company and cannot support the high level of personal service demanded by your customers, this will not only result in valuable time being lost on updating your paperwork but also your sales team is likely to misplace information or not have it available when it is needed. The solution in such a situation is to i...

Sage 300 CRM