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:
221.0.59
ImportantImportant Info
- Removes the task workflow obsolete warning due to a policy reversal
Date applied: February 12, 2025
221.0.58
ImportantImportant Info
- CRM will automatically create its linked objects (SiconCRMSOPOrderReturn) and relevant lines when any Sage SOP document is created outside of a CRM context
- Merged people will now prevent the removal of a primary person via the merge functionality. Users can still merge into a primary but now in a way that will remove the primary. Users should remove the primary status before merging
Date applied: January 29, 2025
221.0.57
Issues Resolved ImportantImportant Info
- [#12829] Downgraded the minimum required version reference to Newtonsoft.Json.dll to 11.0.2 (Newtonsoft.Json.dll is no longer deployed by the Sicon Common Components addon package. Instead, whichever version of the Newtonsoft.Json.dll assembly that is installed with Sage 200 is used)
Issues Resolved
issues
- [#4497] Resolved an issue where territories could be dragged into their own children
- [#11828] Resolved an issues where a null reference error would appear when scrolling through the opportunity workspace before data was full loaded and attachments are empty
- [#12149] Resolved an issues where creating multiple SOP documents without closing the form would prevent them being saved correctly
- [#11296] Resolved an issue with creating new tenders when workflow was enabled but no workflows have been created
- [#12826] Resolved an issue with new tenders when workflow was enabled not showing the correct buttons
- [#12043] Resolved an issue where newly created addresses could not be viewed properly due to an ‘ObjectDisposed’ exception
- [#9906] Resolved an issue where the order conversion screen would not open the order, preventing it from running other scripts
- [#12685] Resolved an issue where the company address was being pulled through rather than the end user address to SOP documents
Date applied: January 15, 2025
221.0.56
Issues ResolvedIssues Resolved
- Resolved an issue with convert buttons not opening the forms after conversion, thus preventing the firing of other scripts
Date applied: January 2, 2025
221.0.55
Issues Resolved ImportantImportant Info
REQUIRED FOR SAGE 2024R2 COMPATIBLITY WITH CRM WEB
Issues Resolved
- fixed wording of message for an incorrect site number and module
- Changed the default delivery address to that of the primary person instead of the company
- Made changes to the Sage connection code, that prevents an issue with the threading losing context of the user in Sage2024R2. For compatibility purposes, sites on R2 will require this version and its dependencies or above if they wish to use CRM Web.
Date applied: November 14, 2024
221.0.54
New Features ImportantImportant Info
IMPORTANT PERMISSIONS CHANGES FOR CRM WEB INCREASE THE API VERSION TO v10.0.0
New Features
- In support of the new emailing functionality, CRM now contains the ability to create email templates for SOP documents that can be used when sending Quotes/Orders
- In support of the new permissions, the Sicon features now have additional permissions that allow non Sage users to create SOP lines via the web app, these are set in the add on
Date applied: October 30, 2024
221.0.53
Issues Resolved New FeaturesNew Features
- Added Quote and Order email templates, which can be used to email SOP documents directly via CRM web
- Added cancellation records for deleted lines in CRM web
Issues Resolved
- Resolved an error with paging on the tables for SOP Documents in the web.
- Resolved further issues with sortable fields on the other main entity tables.
- Resolves an issue with searching by custom fields in opportunities.
- Fixed mismatched precision between view fields and database fields
Date applied: October 2, 2024
221.0.52
Issues Resolved New FeaturesNew Features
- Refactored services for printing and email sending so they can work together to distribute sop documents via email
Issues Resolved
- Added support for the sage 2024 r2 expiry date field on sop quotes in the api
- Resolved an issue with sage attachment functionality not working for server generated attachments
- Fixed issue with initialising end user addresses when creating a sales order through CRM
- Resolved issues with end user address not saving/initialising when creating new quotes/proformas
- Added handling for prospect account not being set in sage
- Improved error handling for the new button when a prospect is selected and no prospect account is configured in sage
Date applied: September 18, 2024
221.0.51
Dev NotesDev Notes
- API version number 9.0.2 supports a new error message in CRM web 221.9.1
Date applied: September 4, 2024
221.0.50
Issues Resolved ImportantImportant Info
- Added a warning to inform users that task workflows will soon be deprecated
Issues Resolved
- Resolved an issue concerning discrepancies between date custom fields in the add-on and web versions
Date applied: August 21, 2024
221.0.49
Issues Resolved ImportantImportant Info
Resolves some issues that were initially planned for 221.0.48
Issues Resolved
- Resolves an issue with SOP permissions when creating new sales orders
- Resolves an issue with not being able to create quotes via a prospect customer
- Resolves further issue with the cost margins when using foreign currencies
- Resolves an issue with the wrong tasks displaying for SOP
- Resolves an error message when amending account status
Date applied: August 7, 2024
221.0.48
Issues ResolvedIssues Resolved
- Selecting a new company no longer overrides the email address if it is already filled in when creating a new person
- The returns no longer add to the total on the CRM SOP history tab, they correctly show as negative and have appropriate styles applied
- The quotes margin field now account for standard pricing and average buying price when using units of measure
Date applied: July 24, 2024
221.0.46
Issues ResolvedIssues Resolved
- Resolved an issue where creating new orders, quotes, returns etc from a company would open the screen in amend mode which stopped new order events from firing
- Updated the calculation of cost values to account for units of measurement on stock items
- Resolved an issue where the country code for prospect accounts was not being set on the trader account when converted
- Changed the email drop panel to use the recipient email address if no company detected based on the sender
- Resolved an error that would occur on the email drop form if dropping an email with no sender from the drafts folder
Date applied: June 26, 2024
221.0.45
ImportantImportant Info
- Opportunity and Case workflow support has been added as a beta feature to the web client, bumping the add on API version to 9.0.0
Date applied: June 12, 2024
221.0.44
Issues ResolvedIssues Resolved
- Resolved an issue with the workflow associated actions not being soft deleted in the database.
Date applied: May 29, 2024
221.0.43
Issues Resolved ImportantImportant Info
- Upgraded Dev Express v23.2
Issues Resolved
- CRM Web API – Added error handling for invalid cash account quote requests
Date applied: May 1, 2024
221.0.42
Issues ResolvedIssues Resolved
- Resolved an issue with being able to raise quotes against the cash account in a way that Sage does not support.
Date applied: April 10, 2024
221.0.41
Issues ResolvedIssues Resolved
- Added error handling for Mailchimp audiences that don’t have equivalent entries in CRM.
- Resolved an issue with integer type custom fields longer than 3 digits caused by comma handling.
- Aligned phone and email search field lengths with stored Db lengths
- Fixed an issues with the default handling for nominal codes when posting SOP lines [Web API].
Date applied: April 3, 2024
221.0.40
Issues ResolvedIssues Resolved
- Resolved an issue with searching for opportunities via their Analysis code 4 value.
Date applied: March 20, 2024
221.0.39
Issues Resolved New FeaturesNew Features
- Added the ability to automatically update company statuses when the Sage customer account is set active or hidden.
Issues Resolved
- Resolved issue with re-sequencing the child elements on the linked lists.
- Fixed an issue on the ‘Add New Members’ form when trying to add members with a filter that returns no results.
- Resolved an issue with the all features role not having all features by default in new installs
Date applied: March 13, 2024
221.0.38
New FeaturesNew Features
- Added support for postcode and country sorting in company table.
Date applied: March 6, 2024
221.0.37
Issues ResolvedIssues Resolved
- Resolved an issue where amending a quote through SOP > Quotations > Amend Quotation caused the quote to disappear from the Prospect Customer’s Account tab, seemingly losing the link between the company and the amended quote.
- Resolved an issue where changes in Opportunity outcomes did not reflect on associated SOP documents. Now, SOP documents will update in line with the Opportunity status.
- Increased email text box character limit within the company and people search forms.
Date applied: February 28, 2024
221.0.36
Issues ResolvedIssues Resolved
- Resolves an issue where the prospect customer details would be overwritten when a quote was amended in Sage.
- Resolved an issue where the setting screen crashes when loaded.
Date applied: February 21, 2024
221.0.35
Issues ResolvedIssues Resolved
- Sales Order and purchase order list will now save custom columns within the company form.
Date applied: January 10, 2024
221.0.34
Issues ResolvedIssues Resolved
- Line link types now open the line view/amend form, instead of the header form
- Resolved issue with cash account address being lost when creating a sales order through CRM
- Resolved an issue with the CRM Security SQL script where an error could be displayed if the CRM user existed in the database but not on the SQL server Logins
Date applied: December 13, 2023
221.0.33
New FeaturesNew Features
- SOPs now notify messaging sources when they have been created/amended/deleted on the web
Date applied: November 29, 2023
221.0.32
Issues ResolvedIssues Resolved
- Amending company links will now show a prompt to ask if to delete the old the opposing link
Date applied: November 29, 2023
221.0.31
Issues ResolvedIssues Resolved
- Spelling errors for the new source email template field have been corrected across all email templates.
- When amending a linked company, a Change History record is now generated.
Date applied: November 15, 2023
221.0.30
New FeaturesNew Features
- Introduced a setting that determines the subsequent reference number for opportunities and cases.
Date applied: November 7, 2023
221.0.29
New FeaturesNew Features
- Expanded email templates to include missing opportunity, company and person fields on the opportunity template
- Added full company and person fields to case templates
- Added missing fields to task templates
Date applied: November 1, 2023
221.0.28
Issues ResolvedIssues Resolved
- Fixed an issue with the task ‘assigned employee’ field not working correctly
- Fixed access to case linked documents based on user permissions
- Fixed an issue with converting quotes to orders, where there would be compatibility problems with Projects
Date applied: October 25, 2023
221.0.27
Issues ResolvedIssues Resolved
- Fixed an issue where SOPOrderReturnLines fail validation when editing lines that aren’t connected to a opportunity
Date applied: October 17, 2023
221.0.26
Issues Resolved New FeaturesNew Features
- Added ‘Memo Date’ as a field on memos
Issues Resolved
- Fixed an issue around multi-selecting custom fields, where visibility of the selected names would be lost.
- Use of CRM features from the system tray was gated behind having a license, meaning it was not possible for someone not configured or without a license to use ‘do not disturb’.
Date applied: October 4, 2023
221.0.26
Issues ResolvedIssues Resolved
- The sage alert on customer record is longer greyed out when entering a new order.
- Case links show all orders now.
Date applied: September 27, 2023
221.0.25
Issues ResolvedIssues Resolved
- Fixed an issue where custom fields could be pushed off of the the form in the search screens
- Restored task tabs on company & people
Date applied: September 20, 2023
221.0.24
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
221.0.24
Issues Resolved New FeaturesNew Features
- Service and CRM compatibility, it is now possible to create CRM tasks from Service cases
Issues Resolved
- Fixed an issue with postcodes not populating in search screens
Date applied: September 13, 2023
221.0.23
Issues Resolved New FeaturesNew Features
- Added new ‘Linked List’ custom field
Issues Resolved
- City validation when inputting CRM company addresses now takes into account whether or not the ‘Segmented Addresses’ Sage setting is switched on
- Fixed an issue where Sicon System Admin permissions where not working correctly
Date applied: August 23, 2023
221.0.22
Issues ResolvedIssues Resolved
- ‘Selected’ tick box renamed to ‘include in opportunity’ when choosing whether or not to update opportunity value
Date applied: August 16, 2023
221.0.21
New FeaturesNew Features
- Added the ability to filter people by SL/PL Analysis Codes in both Web and Sage
Date applied: August 9, 2023
221.0.20
New FeaturesNew Features
- Added the ability to see people/address links
Date applied: July 26, 2023
221.0.17
New FeaturesNew Features
- Added two factor authentication for CRM Web client
Date applied: July 26, 2023
221.0.19
Issues ResolvedIssues Resolved
- Fixed an issue with merging person records
Date applied: July 26, 2023
221.0.15
Issues Resolved New FeaturesNew Features
- Added ‘Discount Group’ field from Sage 200 to the account tab of Companies
- Added post code, city & country to search lists
Issues Resolved
- Fixed an issue where the Web client would go unresponsive upon creating a task
- Fixed an issue where prospect customer addresses would not be populated correctly when printing quotes
- Fixed an issue where custom fields and analysis codes using a ‘date’ type would not save
Date applied: June 14, 2023
221.0.14
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Changed the licence manager to add one day to the licence expiry date so it expires at 00:00 the next day.
- Changed the web api not not check features with the data model and instead use the new methods in common components.
- Changed the Generate forecasts instrument to set the CRM company on quotes and proforms.
- Changed Case and Task Maintenance tab pages to not attempt saving if there are no records present.
- Changed Person Link Type and Role Descriptions.
- Changed the generate forecasts routine to create ‘CRMSOPOrderReturn’ records for quotes and proformas so they are accessible from the web.
- Fixed an issue with the end user opportunities check box.
- Resolved issues with searching on custom field 12 for multiple entities.
Change in Functionality
- Added ‘JobTitle’ and ‘JobDepartment’ to the people tab on opportunities.
- Fixed an issue with the end user opportunities check box.
Date applied: June 9, 2023
221.0.13
Issues ResolvedIssues Resolved
- Changed all employee factory methods to use the new methods in common components.
Date applied: June 9, 2023
221.0.12
Issues ResolvedIssues Resolved
- Fixed an issue where the scroll bar for analysis codes would be locked down, when opening a case in ‘view’.
- Fixed an issue relating to validation on person imports.
Date applied: May 3, 2023
221.0.11
Issues Resolved New FeaturesNew Features
- When creating a New Company have process to create address and Primary person records in sequence.
Issues Resolved
- Company Link not created when creating an SOP document for Customer and selecting End User – Add settings to allow editing of Opportunity & End User.
- Company Link not created when creating an SOP document for Customer and selecting End User.
Date applied: April 26, 2023
221.0.8
Issues Resolved New Features Hot Fix EnhancementsNew Features
- When creating New Person, use Company phone, email and address details as default values for the new person.
Issues Resolved
- Fixed an issue where mandatory fields on opportunities would cause problems if they were not completed prior to creating a SOP entity from that opportunity.
Change in Functionality
- Expanded the custom fields panel in opportunities so that the space on the opportunity is better utilised
Date applied: March 7, 2023
221.0.7
Issues ResolvedIssues Resolved
- Adding SOP document from Quotes and Orders tab when creating an opportunity or case through workflow breaks the workflow.
- Resolved issue in workflow where adding a tacking note throws an error.
- Fixed problem where opportunity value not being calculated correctly when it is for a foreign currency account.
- Hide companies and sub records when marked as inactive.
Date applied: February 16, 2023