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:
210.0.36
Issues ResolvedIssues Resolved
Added tab functionality to CustomFieldEditor PopupListTextBox when using SQL.
Date applied: June 18, 2022
210.0.35
Issues ResolvedIssues Resolved
- Resolved an issue where licences assigned to deleted Sicon Employees were still consumed
Date applied: June 17, 2022
210.0.34
Hot Fix EnhancementsChange in Functionality
- Added the ‘Opportunity Reference’ and ‘Case Reference’ to the relevant export and imports
Date applied: May 19, 2022
210.0.33
Issues ResolvedIssues Resolved
- Added handling for errors on application shutdown
Date applied: May 19, 2022
210.0.32
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 10, 2022
210.0.31
Issues ResolvedIssues Resolved
- Changed Company and Person Instruments to export using a Large Dataset Operation
Date applied: March 4, 2022
210.0.30
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Resolved an issue creating quotes for prospect accounts at the same time
Change in Functionality
- Added the ability to get a Company Status by number through the API
Date applied: March 3, 2022
210.0.29
Issues ResolvedIssues Resolved
- Sage Notifications will now be disabled when cases, opportunities and tenders are saved (fixes case confirmation closing automatically)
- 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)
Date applied: February 20, 2022
210.0.28
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
210.0.27
Issues ResolvedIssues 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 with the opportunity CSV Column where the comment was wrong for probability percentage
- Resolved an issue where the opportunity drop down would not disable when opened from the opportunity maintenance form
- Resolved an issue where the case, opportunity and tender screens would not close on save if already posted
- Resolved an issue with GDPR attachments where they would not load or save
Date applied: January 27, 2022
210.0.26
Issues ResolvedIssues Resolved
- Resolved an issue sending tasks to the outlook calendar where the daylight and standard times were not being set on the time zone
Date applied: January 13, 2022
210.0.25
Hot Fix EnhancementsChange in Functionality
- Added an option to specify an override organiser name and email address to use for appointments.
- Set Tasks with unset Task Stages to the default Task Stage
Date applied: December 9, 2021
210.0.24
Issues ResolvedIssues Resolved
- Resolved an issue where an error would be displayed if more than 64 characters were entered into a custom field (64 is the max length the database will store for a custom field)
- Resolved an issue where custom field SQL lists could be created with a blank select statement which resulted in an error being displayed
- Changed the project enquiry script to load tasks on job changed rather than text changed
Date applied: December 2, 2021
210.0.23
Issues ResolvedIssues Resolved
- Resolved an issue on the quote/order/proforma entry form where the opportunity drop down was visible or enabled when the document was already linked to a case
- Resolved an issue where the SOP Order line on a case would be lost if an order was opened and amended through SOP rather than through the case.
- Resolved an issue where task type filtering was not working when in the context of an entity
- Allow over allocation of negative stock on a Sales Order line through the API based on the product group setting
- Resolved an issue with the forecast by month charts being stuck from Oct 2020 to Oct 2021
Date applied: October 20, 2021
210.0.22
Issues ResolvedIssues Resolved
- Added handling for database exceptions in the check reminders method of the tray app
Date applied: October 20, 2021
210.2.65
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
- Added the ability to view sales history for End User Company Types
- The sales orders and purchase orders tab on company details now wont show for end user accounts
Issues Resolved
- Resolved an issue on the company details form where the hyperlinks for mobile and telephone number for each person was launching the opposite number
- Added missing activity upgrades SQL Script
Change in Functionality
- Return version on all API requests
Date applied: October 20, 2021
210.2.64
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
- Preserve End User Company when converting SOP documents
- Resolved an issue when sending outlook appointments where it could fail if the organiser and attendee was the same employee
Date applied: October 20, 2021
210.2.63
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
- Printing reports through the API now uses the chosen layout instead of the default
Change in Functionality
- Can now set EndUserCompany on a SOPOrderReturn created through the API
Date applied: October 20, 2021
210.0.21
Issues ResolvedIssues Resolved
- Resolved an issue on audience maintenance where the current members list was not showing any email addresses
- When a task is created for a sales order that is linked to an opportunity the task will also be visible on the opportunity
- Resolved an issue where ex employees were being included by default when building Campaign Audiences
- Changed Contact Info Types to default the next number when they are created
- Changed Reminder Types to default the next number when they are created
- Changed Snooze Types to default the next number when they are created
- Changed Task Types to default the next number when they are created
- Resolved an issue where it was possible to have more than one default task type for the same link type and sub type
- Resolved an issue with Task Types where 0 was written to the database for the Foreign Type ID instead of null
- Resolved spelling fix ‘You don not have access to the Convert Proforma to Sales Order feature.’ > ‘You do not have access to the Convert Proforma to Sales Order feature.’
- When creating new Companies, the account manager field will now default to the current employee
Date applied: October 20, 2021
210.0.20
Issues ResolvedIssues Resolved
- Resolved an issue on the company details form where the hyperlinks for mobile and telephone number for each person was launching the opposite number
- Added handling for out of Memory exceptions when images are displayed in the activity feed, now a generic image icon will be displayed in the event there is not enough memory
Date applied: October 20, 2021
210.0.19
Issues ResolvedIssues Resolved
- Resolved an issue when sending outlook appointments where it could fail if the organiser and attendee was the same employee
- Resolved an issue where end user drop downs would show companies where the links had been deleted
Date applied: October 20, 2021
210.2.61
Issues ResolvedIssues Resolved
- Filter company select list by company links in the API
- Resolved an issue where end user drop downs would show companies where the links had been deleted
- Add Company Link Search endpoint to the API
Date applied: October 20, 2021
210.2.60
Issues Resolved Pre-release ImportantPre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Important Info
- Moved the ‘EnableEndUsers’ setting to common components – Requires Common Components 210.11.39
Issues Resolved
- Resolved an issue where territory filtering could result in duplicate company records being created when sales and purchase ledger accounts were updated
Date applied: October 20, 2021
210.2.59
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
- Rebuild against latest Common
Date applied: October 20, 2021
210.2.58
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 Subscribe to notifications for Companies, People, Cases, Opportunities and Tenders
Issues Resolved
- Make an Opportunity Primary on a Tender through the API
- Filter Opportunities by Expected Invoice Date through the API
Date applied: October 20, 2021
210.2.57
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 task import instrument where an error could be displayed when importing
Date applied: October 20, 2021
210.2.56
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
- When searching for SOP Order Returns in the API, return the Company relating to the Opportunity or Case rather than the account on the SOP Order Return
- Fixed an issue with the person import where it was validating a person existed when it should be creating them
- Resolved an issue where quotes raised against a prosect account were not updated to the new account when the prospect customer was converted
Date applied: October 20, 2021
210.2.55
Issues ResolvedIssues Resolved
- Fixed an issue in the API when creating Prospect Quotes
- Fixed an issue in the API when creating People
- Changed audience maintenance to preview members with paging to work around memory limitations
- Changed audience maintenance to update members in a large dataset operation to work out memory limitations
Date applied: October 20, 2021
210.2.54
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
- Moved activity migration into pure SQL script
Date applied: October 12, 2021
210.0.18
Issues Resolved ImportantImportant Info
- Moved the ‘EnableEndUsers’ setting to common components – Requires Common Components 210.0.34
Issues Resolved
- Resolved an issue where territory filtering could result in duplicate company records being created when sales and purchase ledger accounts were updated
- Resolved an issue with the task import instrument where an error could be displayed when importing
- Resolved an issue where quotes raised against a prosect account were not updated to the new account when the prospect customer was converted
Date applied: October 11, 2021
210.0.17
Issues ResolvedIssues Resolved
- Changed audience maintenance to preview members with paging to work around memory limitations
- Changed audience maintenance to update members in a large dataset operation to work out memory limitations
Date applied: September 8, 2021
210.0.16
Issues ResolvedIssues Resolved
- Resolved an issue in the project enquiry scrip where an error would be displayed if the screen was closed without selecting a project
- Resolved an issue on the quote entry form where it would prompt to selection quote lines when an opportunity was not selected
- When a new company object is created, it will now default to the same territory as the user (if territories enabled)
- Feature access is now checked when converting quotes and proformas
- Removed rogue prospect currency label on the company details form
Date applied: September 8, 2021
210.2.53
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 on the project enquiry form where an error would be displayed when closing the form without selecting a project
Date applied: September 8, 2021
210.2.52
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
- Fixed an issue when getting the employee id for activities where an error could occur if the current user was not linked to an employee
Date applied: September 8, 2021
210.2.51
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
- Fixed an issue in the database upgrade instrument
Date applied: September 8, 2021
210.2.50
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
- Removed CRM activity tables from Data model
Date applied: September 8, 2021
210.2.49
Issues Resolved Pre-release ImportantPre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Important Info
- CRM activity now stored in common architecture assemblies
Issues Resolved
- Resolved an issue on the quote entry form where it would prompt to selection quote lines when an opportunity was not selected
- When a new company object is created, it will now default to the same territory as the user (if territories enabled)
- Feature access is now checked when converting quotes and proformas
- removed rogue prospect currency label on the company details form
Date applied: September 8, 2021
210.0.15
Issues ResolvedIssues Resolved
- Resolved an error that could occur when converting prospect customers or suppliers to full accounts (Cannot update Field (SLCustomerContactDbKey) with a Null value, as its marked as not accepting ‘Null’ values)
- Resolved an issue on task maintenance where a warning message could be displayed saying the task end date cant be before the task due date
- Made all web api populate methods public
Date applied: September 8, 2021
210.2.48
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 error that could occur when converting prospect customers or suppliers to full accounts (Cannot update Field (SLCustomerContactDbKey) with a Null value, as its marked as not accepting ‘Null’ values)
Date applied: September 8, 2021
210.2.47
Issues ResolvedIssues Resolved
- Made remaining internal static populate model methods public
Date applied: September 8, 2021
210.2.46
Issues Resolved New FeaturesNew Features
- Added Attachments to Communication Templates
- When selecting a communication template on a new email, any attachments on the template will be added to the email
Issues Resolved
- Resolved an issue on task maintenance where a warning message could be displayed saying the task end date cant be before the task due date
- Made all web api populate methods public
Date applied: September 8, 2021
210.2.45
Issues Resolved New FeaturesNew Features
- Now can import a sage SOP Order Return into CRM through the API
- Added Account manager when creating and editing a sop document through the API
- Added a filter control to the person list on company details
Issues Resolved
- Resolved an issue on sales order entry where the opportunity drop down would not enabled in amend mode if an opportunity was not already selected
- Resolved an issue with the case import where an error would be displayed when validating the import
- Resolved an issue where territories were not being fetched properly for the user in Sage
- Fixed an issue with the company export instrument where it was putting the telephone number in the fax number
- Changed the company import instrument to support importing the currency for prospects
- Resolved an issue with territory filtering where an error would be thrown in the database objects if the user had no territories assigned
- Resolved an issue with the company maintenance form where it was not detecting when a prospect currency was selected.
- Resolved an issue where the opportunity drop down on sales order/quote/proforma entry was not being populated when a document was entered from within an opportunity
Date applied: September 8, 2021
210.2.44
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 where prospect currency is unset when creating a new Company
- Resolved an issue in the API when getting the default warehouse if the user does not have one
Date applied: September 8, 2021
210.2.43
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
- Resolved an issue on the SOP Order Return form where the opportunity list was not filtered by selected customer when amending an order
- Resolved an issue on the SOP Order Return form where the opportunity list and account manager list were enabled before a customer was selected
- Moved prospect currency to the details tab of the company form
Change in Functionality
- Free text lines will now be included in the sales order items on the account tab on a company
- Added post code to the person search
Date applied: September 8, 2021
210.0.14
Issues ResolvedIssues Resolved
- Resolved an issue on sales order entry where the opportunity drop down would not enabled in amend mode if an opportunity was not already selected
Date applied: September 8, 2021
210.0.13
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Resolved an issue where territories were not being fetched properly for the user in Sage
- Resolved an issue with the case import where an error would be displayed when validating the import
Change in Functionality
- Added a filter control to the person list on company details
Date applied: September 6, 2021
210.0.12
Issues ResolvedIssues Resolved
- Fixed an issue with the company export instrument where it was putting the telephone number in the fax number
- Changed the company import instrument to support importing the currency for prospects
- Resolved an issue with territory filtering where an error would be thrown in the database objects if the user had no territories assigned
- Resolved an issue with the company maintenance form where it was not detecting when a prospect currency was selected.
- Resolved an issue where the opportunity drop down on sales order/quote/proforma entry was not being populated when a document was entered from within an opportunity
Date applied: September 6, 2021
210.0.11
Issues ResolvedIssues Resolved
- Resolved an issue in the API when getting the default warehouse if the user does not have one
Date applied: September 1, 2021
210.0.9
Hot Fix EnhancementsChange in Functionality
- Add Stock Item Select List method to the API
- Add Extra sorting options to Tasks, Cases, and Opportunities in the API
- Text search Company and Person select lists by more fields in the API
Date applied: September 1, 2021
210.0.10
Issues ResolvedIssues Resolved
- Resolved an issue on the SOP Order Return form where the opportunity list was not filtered by selected customer when amending an order
- Resolved an issue on the SOP Order Return form where the opportunity list and account manager list were enabled before a customer was selected
Date applied: August 25, 2021