Sicon CRM is a highly functional CRM solution for company, contact, case, opportunity, tasks, notes and reminders all fully integrated with Sage 200. Including customer classification, opportunity management with sales territories, targets and dashboards, case management with tracking workflow, customer drop-off alerts and outlook style pop-up reminders. For users outside of Sage there is also a mobile App and web version to ensure every user is always connected.

Release notes:
211.0.34
Issues ResolvedIssues Resolved
- Line link types now open the line view/amend form, instead of the header form
Date applied: January 19, 2024
211.0.33
Issues ResolvedIssues Resolved
- Amending company links will now show a prompt to ask if to delete the old the opposing link
Date applied: December 7, 2023
211.0.32
Issues ResolvedIssues Resolved
- When amending a linked company, a Change History record is now generated.
Date applied: November 15, 2023
211.0.28
Issues ResolvedIssues Resolved
- Fixed an issue where ‘Reason for Credit’ would be locked down, when creating an SL customer return through the context of CRM
Date applied: September 20, 2023
211.0.27
Issues ResolvedIssues Resolved
- Fixed problem where opportunity value not being calculated correctly when it is for a foreign currency account.
- Fixed an issue relating to validation on person imports
Date applied: February 16, 2023
211.1.8
New FeaturesNew Features
- Return End User Company from SOP Order Return searches in the API
- Added Case Link endpoints to the API
- Added Case Link filters to Case searches in the API
- Added an option to specify an override organiser name and email address to use for appointments.
- Added Account Number and Account Name columns to the sales history lists that appear when viewing an End User Company
Date applied: December 9, 2022
211.1.3
Issues Resolved New Features Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Get authenticated Employee Settings, and authenticated employee sop user permissions from the API
Issues Resolved
- Resolved an issue with the migrate activity script where it was trying to migrate when it didn’t need to
Date applied: December 8, 2022
211.0.26
Issues ResolvedIssues Resolved
- Opportunity will not open in CRM web. This was because a quote associated with the opportunity had been deleted.
- CRM Tray error to say ‘The destination thread no longer exists.’
Date applied: December 6, 2022
211.0.22
Issues ResolvedIssues Resolved
- Added tab functionality to CustomFieldEditor PopupListTextBox when using SQL.
Date applied: July 12, 2022
211.0.21
Issues ResolvedIssues Resolved
- Resolved an issue where licences assigned to deleted Sicon employees were still being consumed
Date applied: June 17, 2022
211.0.20
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Changed all import instruments that have person columns to not highlight the company with an error if the company was found but the person was not
- Fix importing sent emails through the API
- Improved the memory usage of all import instruments
Change in Functionality
- Added the ‘Opportunity Reference’ and ‘Case Reference’ to the relevant export and imports
Date applied: May 19, 2022
211.1.0.1
Issues Resolved Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Issues Resolved
- Resolved an issue with the memo imports where it was not using the memo type included in the import file
Date applied: April 14, 2022
211.0.0.1
Issues ResolvedIssues Resolved
- Resolved an issue with the memo imports where it was not using the memo type included in the file
Date applied: April 14, 2022
211.0.19
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Leavers and Inactive companies will now be displayed in the contract line screen
Change in Functionality
- Allow overriding of prices and discounts on sop standard item lines created and edited through the API
Date applied: April 14, 2022
211.0.18
Issues ResolvedIssues Resolved
- Added handling for errors on application shutdown
Date applied: April 14, 2022
211.0.17
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Authenticate using only request headers through the API
Change in Functionality
- Allow editing of SOP documents with a delivery date in the past through the API
- Search for SOP documents by postcode through the API
Date applied: April 14, 2022
211.1.42 (220.1.0)
Issues Resolved Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Issues Resolved
- Resolved an issue when editing quotes from the account tab of prospect companies where the company ID of the CRM SOP Order Return record would be updated to the cash account company id
- Resolved an issue when editing quotes linked to an opportunity from the account tab of a prospect company where it would not prompt to update the opportunity value
- Changed quotes to prospects to default the postal name to the primary persons name and company
Date applied: April 5, 2022
211.1.41
Issues Resolved Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Issues Resolved
- Added handling for errors on application shutdown
- Resolved an issue on the account tab on a company where an error would be displayed when converting a quote to an order if the account was on hold
- Resolved an issue on the account tab on a company where an error would be displayed when converting a proforma to an order if the account was on hold
Date applied: April 5, 2022
211.1.40
Issues Resolved Pre-release Hot Fix EnhancementsPre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Issues Resolved
- Authenticate through the API using only request header
Change in Functionality
- Allow editing SOP documents with a delivery date in the past through the API
Date applied: April 5, 2022
211.1.39
Issues Resolved New Features Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Added the ability to Print Quotes, Proformas and Sales Orders from the account tab
- Added the ability to delete Pro Formas from within the account list
- Added the ability to delete quotes from within the account list
- Added Person External Reference to Task Import
- Added Person External Reference to Case Import
- Added Person External Reference to Opportunity Import
Issues Resolved
- Change prospect quotations postal name to default based on the following order: Person Name > Company Primary Person Name > Company Name > * Postal Name *
- ‘New Opportunity’ buttons will now be disabled for supplier and prospect supplier companies
- Added a constraint to the quote and order list so quotes and proformas cant be converted unless the account is a full customer
Date applied: April 5, 2022
211.0.16
Issues ResolvedIssues Resolved
- Changed the Case Details screen to default the case due date/time if there is a default SLA selected
- Resolved an issue on opportunity maintenance where the probability percent would not be initially calculated when first entering a new opportunity with a default stage and outcome
- Changed Probability Percentage to 2 decimal places
Date applied: March 17, 2022
211.0.15
Issues ResolvedIssues Resolved
- Added handing for customer and supplier on hold errors when creating Orders and Returns
- Added handing for customer and supplier on hold errors when Converting Quotes and Proformas
Date applied: March 17, 2022
211.1.37
Issues ResolvedIssues Resolved
- Remove DevExpress Assemblies from the addon package
Date applied: March 17, 2022
211.1.36
Issues Resolved New FeaturesNew Features
- Added the option to take accounts on hold or off hold
Issues Resolved
- Changed custom field searching to use an ‘Or’ operator for each distinct value
- Changed the Case Details screen to default the case due date/time if there is a default SLA selected
- Changed the person drop down to hide the middle name column when the company column is not displayed
- Resolved an issue where the company name would not display in the person drop down when not in the context of a company
- Resolved an issue on opportunity maintenance where the probability percent would not be initially calculated when first entering a new opportunity with a default stage and outcome
- Changed Probability Percentage to 2 decimal places
Date applied: March 17, 2022
211.1.35
Issues Resolved Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Issues Resolved
- Added handing for customer and supplier on hold errors when creating Orders and Returns
- Added handing for customer and supplier on hold errors when Converting Quotes and Proformas
Date applied: March 17, 2022
211.1.34
New Features Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Changed Task Due Date time to default to 30 mins time
- Changed the Contact Number Text box control to show as a single text box when in view mode
Date applied: March 17, 2022
211.1.34
New Features Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Changed Task Due Date time to default to 30 mins time
- Changed the Contact Number Text box control to show as a single text box when in view mode
Date applied: March 17, 2022
211.1.38
New Features Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Changed the database upgrade instrument to create a default all features role and assign all users to it.
Date applied: March 3, 2022
211.0.14
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Added a new overload to the CRM SOP Order Return Instrument to accept just a CRM SOP order Return Record
- Added the ability to get a Company Status by number through the API
- Changed the Web Api Connect method to not check enable strings
- Resolved an issue creating quotes for prospect accounts at the same time
- Changed the person text box control to use a view for increased performance
Change in Functionality
- Added company name to the person selection control
- Added post code serarch to the persosn selection control
Date applied: March 3, 2022
211.0.14
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Added a new overload to the CRM SOP Order Return Instrument to accept just a CRM SOP order Return Record
- Added the ability to get a Company Status by number through the API
- Changed the Web Api Connect method to not check enable strings
- Resolved an issue creating quotes for prospect accounts at the same time
- Changed the person text box control to use a view for increased performance
Change in Functionality
- Added company name to the person selection control
- Added post code serarch to the persosn selection control
Date applied: March 3, 2022
211.1.33
Issues Resolved Pre-release Hot Fix EnhancementsPre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Issues Resolved
- Fixed Padding Issues on multiple forms
- Resolved an issue with tenders where the forecast was not updated when tenders lost
- Replaced the Key Account ‘Star’ icon with a ‘Crown’ to better represent the VIP status of a company and avoid confusion with Sage Favourites
Change in Functionality
- Moved the Subscribe and Key Account buttons into the form title
- Added the Key Account Icon to the Case Search Form
- Added the Key Account Icon to the Opportunity Search Form
- Added the Key Account Icon to the Task Search Form
Date applied: February 25, 2022
211.1.32
Issues Resolved Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Issues Resolved
- Added a new overload to the CRM SOP Order Return Instrument to accept just a CRM SOP Order Return Record
Date applied: February 25, 2022
211.1.31
Issues Resolved New Features Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Added the ability to get a Company Status by number through the API
- Added Sector to Company Search
- Added a new setting to determine whether the assigned team should be updated when the assigned employee changes for tasks
- Added a new setting to determine whether the assigned team should be updated when the assigned employee changes for opportunities
- Added a new setting to determine whether the assigned team should be updated when the assigned employee changes for cases
Issues Resolved
- Changed the Web Api Connect method to not check enable strings
- Resolved an issue on Case Search where it was not showing analysis code 1 in the list.
- Resolved an issue creating quotes for prospect accounts at the same time
- Changed the person text box control to use a view for increased performance
- Sage Notifications will now be disabled when cases, opportunities and tenders are saved (fixes case confirmation closing automatically)
- Resolved an issue with drag and drop onto the person popup list text box
Date applied: February 25, 2022
211.1.30
New Features Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Added the ability to create new orders, returns, proformas and quotes from the account tab on companies
- Added the ability to convert quotes and proformas from the account tab
Date applied: February 25, 2022
211.1.29
Pre-release Hot Fix EnhancementsPre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Change in Functionality
- Changed Company search to search all addresses for a post code, not just the primary
- Changed Person search to search all addresses for a post code, not just the primary
Date applied: February 25, 2022
211.1.28
Issues Resolved New Features Pre-release Hot Fix EnhancementsPre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Enabled the ‘Account Tab’ on company details for ‘Prospect Customers’. Only Quotes will be visible here
Issues Resolved
- Resolved an issue with the task entry form where it was not taking into account any linked sub types when filtering the task list (eg, case type)
- Changed Company search to disable the new opportunity button if the company type is not customer related
- Changed Person search to disable the new opportunity button if the company type is not customer related
- Changed the Account Manager Column on company search to separate columns for first name and surname so its sortable
- Changed the Trader Reference drop down on the company selection list to separate customer and supplier account references so its searchable.
- Resolved an issue with Fix List custom fields where they were not respecting the sort order
Change in Functionality
- The task due date and end time will now default to the current time when a new task is created
Date applied: February 25, 2022
211.1.27
Issues Resolved Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Issues Resolved
- Made a change to person import to not show an error if the person could not be found by external reference
- Fixed sequence sorting of drop down lists
- Changed the Cases by Stage Bar Chart to order by stage sequence
- Changed the Opportunities by Stage bar chart to order by stage sequence
- Changed the Tender by Stage bar chart to order by stage sequence
Date applied: February 25, 2022
211.1.26
New FeaturesNew Features
- Added the ability to specify a sequence for Account Types
- Added the ability to specify a sequence for Case Stages
- Added the ability to specify a sequence for Case Types
- Added the ability to specify a sequence for Communication Types
- Added the ability to specify a sequence for Company Link Types
- Added the ability to specify a sequence for Company Statuses
- Added the ability to specify a sequence for Company Types
- Added the ability to specify a sequence for Contact Info Types
- Added the ability to specify a sequence for Memo Types
- Added the ability to specify a sequence for Outcomes
- Added the ability to specify a sequence for Person Statuses
- Added the ability to specify a sequence for Sectors
- Added the ability to specify a sequence for Sources
- Added the ability to specify a sequence for Task Stages
- Added the ability to specify a sequence for Task Types
- Added the ability to specify a sequence for Tender Stages
- Added filtering and sorting searches in the CRM API by analysis codes
Date applied: February 25, 2022
211.0.13
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Sage Notifications will now be disabled when cases, opportunities and tenders are saved (fixes case confirmation closing automatically)
- Resolved an issue with drag and drop onto the person popup list text box
- Changed Company search to search all addresses for a post code, not just the primary
- Changed Person search to search all addresses for a post code, not just the primary
- Resolved an issue with the task entry form where it was not taking into account any linked sub types when filtering the task list (eg, case type)
- Changed the Trader Reference drop down on the company selection list to separate customer and supplier account references so its searchable.
Change in Functionality
- Changed all person select controls to allow selecting the person before selecting a company
- Added a new setting to determine whether the assigned team should be updated when the assigned employee changes for tasks
- Added a new setting to determine whether the assigned team should be updated when the assigned employee changes for opportunities
- Added a new setting to determine whether the assigned team should be updated when the assigned employee changes for cases
Date applied: February 25, 2022
211.0.12
Issues ResolvedIssues Resolved
- Fixed an issue with the address import where it was setting address line 3 to address line 3
- Changed the Company Export Instrument to use a large dataset operation to improve memory usage
- Changed the Person Export Instrument to use a large dataset operation to improve memory usage
- Changed the Address Export Instrument to use a large dataset operation to improve memory usage
- Changed the Contact Info Export Instrument to use a large dataset operation to improve memory usage
- Changed the GDPR Export Instrument to use a large dataset operation to improve memory usage
- Enabled the control box on the document no confirmation form
Date applied: February 17, 2022
211.1.25
Issues Resolved New Features Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Added Message sources for company and person merged
- Updated all instruments to support multiple validation runs
- Resolved issues in the company import instrument where it was updating existing companies that it should not have
Issues Resolved
- Fixed an issue with the address import where it was setting address line 3 to address line 3
Date applied: February 17, 2022
211.1.24
Issues Resolved New Features Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Enabled editing CSV records within the CSV Import Forms
- Added taking Orders off hold to the CRM API
Issues Resolved
- Changed the Company Export Instrument to use a large dataset operation to improve memory usage
- Changed the Person Export Instrument to use a large dataset operation to improve memory usage
- Changed the Address Export Instrument to use a large dataset operation to improve memory usage
- Changed the Contact Info Export Instrument to use a large dataset operation to improve memory usage
- Changed the GDPR Export Instrument to use a large dataset operation to improve memory usage
- Enabled the control box on the document no confirmation form
- Resolved an issue on the team calendar dashboard where an employee needed to be selected to filter (not just a team)
Date applied: February 17, 2022
211.1.23
New Features Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Added a basic duplicate company search
- Added a basic duplicate person search
- Added Person External Reference to the Address Import
- Added Analysis Codes to the Case Maintenance List
- Added Analysis Codes to the Case Opportunity List
- Added Analysis Codes to the Case Task List
- Added Analysis Codes to the Case Person List
Date applied: February 17, 2022
211.0.11
Issues ResolvedIssues Resolved
- Made fixes to the migrate companies process where it was duplicating end users when running multiple times, and not adding the address into the addresses tab
- Updated export instruments to show errors and continue rather than hanging
- Resolved an issue on company export where the process would hang if a linked Sage account was deleted
- Resolved an issue on company details form where it would not load correctly if a linked Sage account was deleted.
- Resolved an issue in the Sage Contact Migration instrument where an error could be displayed if the primary contact was not saved
Date applied: February 10, 2022
211.1.22
Issues Resolved New FeaturesNew Features
- Added Analysis code columns and filters to task search
- Added Analysis code columns and filters to opportunity search
- Added Analysis code columns and filters to case search
- Added Analysis Codes to Company Search and filters
- Added Analysis Codes to Person Search and filters
- Added Memo count endpoints to the API
- Added the option to right click and check spelling on text boxes
Issues Resolved
- Made fixes to the migrate companies process where it was duplicating end users when running multiple times, and not adding the address into the addresses tab
- Changed the Document No Confirmation Form to always set the dialog result to ‘OK’ when closed
- Updated export instruments to show errors and continue rather than hanging
- Resolved an issue on company export where the process would hang if a linked Sage account was deleted
- Resolved an issue on company details form where it would not load correctly if a linked Sage account was deleted.
- Resolved an issue in the Sage Contact Migration instrument where an error could be displayed if the primary contact was not saved
Date applied: February 9, 2022
211.0.10
Issues ResolvedIssues Resolved
- Changed enable string expiry warning to 14 days
Date applied: February 4, 2022
211.1.21
Issues Resolved New FeaturesNew Features
- Added Account Balance, Credit Limit, Status and On Hold to the company details screen
Issues Resolved
- Added a migration SQL script to fill in the new SiconCRMCompanyID column in the SiconCRMSOPOrderReturn table
- Changed the Make Default button on the list maintenance forms to toggle default when clicked
Date applied: February 4, 2022
211.1.20
Issues Resolved New Features Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Added a Merge Person Feature
- Added the ability to pick a different end user address by clicking the ‘change address’ button on sales order entry
Issues Resolved
- Changed enable string expiry warning to 14 days
Date applied: February 4, 2022
211.1.19
New Features Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Added the ability to merge companies
- Added Launch Buttons to the drop downs on the Move Person form
- Added Drag and Drop functionality to most popup list text boxes
- Added a menu option to launch ‘Move Person’
- Added Company External Reference to Person Import
- Added Company External Reference to Case Import
- Added Company External Reference to Task Import
- Added Company External Reference to Opportunity Import
- Added End User Company External Reference to Opportunity Import
- Extended the memo import and exports to support memo types
- Added the ability to select a memo type when entering memos
- added a new table and maintenance for memo types
- Added settings to determine whether memos are enabled per entity
- Enabled Memos on Cases
- Enabled Memos on Opportunities
- Enabled Memos on Tenders
- Enabled Memos on Tasks
- Added menu items for Opportunity, Tender and Case Import/Export
- Added Forgot Password and Change Password endpoints to the API
Date applied: February 4, 2022
211.1.18
Issues Resolved New Features ImportantImportant Info
- Added SiconCRMCompanyId to SiconSOPSOPOrderReturn table
New Features
- Added new features for linking and unlinking companies from sage accounts
Issues Resolved
- Resolved an issue with the tray icon and reminders form where the reminders form would only be shown again if there were reminders available when sage opened (synchronisation context issue)
- Resolved an issue where converting quotes entered against a prospect customer would not show the quotes against the converted account
Date applied: January 27, 2022