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:
220.0.27
Issues ResolvedIssues Resolved
- Line link types now open the line view/amend form, instead of the header form
- Resolved layout issue with custom fields in cases and opportunities.
Date applied: January 19, 2024
220.0.26
Issues ResolvedIssues Resolved
- Resolved issue with cash account address being lost when creating sales orders through Companies.
Date applied: December 19, 2023
220.0.25
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
220.0.24
Issues ResolvedIssues Resolved
- When amending a linked company, a Change History record is now generated.
Date applied: November 15, 2023
220.0.23
Issues ResolvedIssues Resolved
- 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: September 20, 2023
220.0.22
Issues ResolvedIssues Resolved
- Changed the licence manager to add one day to the licence expiry date so it expires at 00:00 the next day
- Changed Case and Task Maintenance tab pages to not attempt saving if there are no records present
- Resolved issues with searching on custom field 12 for multiple entities
- Resolved an issue in the CRMSOPOrderReturnFactory where an error would occur if no employee was supplied
- Added message sources for ‘Deleting’ and ‘Deleted’ for primary entities
Date applied: June 9, 2023
220.0.21
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.
- Company Link not created when creating an SOP document for Customer and selecting End User – Add settings to allow editing of Opportunity & End User
Date applied: May 3, 2023
220.0.17
Issues ResolvedIssues Resolved
- Fixed problem where opportunity value not being calculated correctly when it is for a foreign currency account.
Date applied: February 16, 2023
220.0.16
Issues ResolvedIssues Resolved
- When generating a case email the information from the summary box is not being populated. This has been 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
220.0.15
Issues ResolvedIssues Resolved
- Quotation currency can be different from prospect account it is linked to, which shouldn’t be possible. We have locked down the currency of the quote to currency of the prospect customer.
Date applied: November 29, 2022
220.0.14
Issues ResolvedIssues Resolved
- When creating a new case out of the context of a company it was looping through all person records which would cause a large delay in the new case form opening. This could happen on large data sets where it was doing a count for all companies instead of the one selected. It now only does the count once a company is selected.
Date applied: November 22, 2022
220.0.13
Hot Fix EnhancementsChange in Functionality
- Made a change to how quotes from CRM Web are fed into Sage, so that lines are now assigned a unique ‘printsequencenumber’
Date applied: November 12, 2022
220.0.12
Issues ResolvedIssues Resolved
- We have locked down currency of quote to currency the Prospect Customer. Once a quote or opportunity has been created for a prospect customer you should not be able to change the prospect currency.
Date applied: November 9, 2022
220.0.11
Issues ResolvedIssues Resolved
- Remove Android and iOS app URL from settings form
Date applied: October 26, 2022
220.0.10
Issues ResolvedIssues Resolved
- Resolved an issue with columns on the opportunity import template where column H was titled ‘opportunity value’, when it should have been ‘probability percentage’.
- Also fixed an issue where the dictionary was missing a primary key
Date applied: October 18, 2022
220.0.9
Issues ResolvedIssues Resolved
- Added a better error message for when enhanced security is not enabled in the web config.
Date applied: September 27, 2022
220.0.8
Issues Resolved New FeaturesNew Features
- Add new button to create completed tasks. Where there is a ‘New Task’ button you will be able to right click and being able to create a completed task.
- Only update and subscribe audiences when a criteria is set.
- On new/ amend or view opportunity screen, remove the Summary tab and move summary and description onto top of Details tab, making them collapsible.
Issues Resolved
- Error when sorting by column on Audience screen has been resolved.
- Creating New Company from context causes error. If I try and create a New Company from a Person, Case, Opportunity or Task it just takes me to a blank screen.
Date applied: September 21, 2022
220.0.7
Issues ResolvedIssues Resolved
Changes to import routines to use CSV helper version 28.
Date applied: August 30, 2022
220.0.6
Issues ResolvedIssues Resolved
Changes to support for CRM Web fixes
Date applied: August 9, 2022
220.0.5
New FeaturesNew Features
- Changes to accommodate new features in WEB Build – 220.2.0
Date applied: July 26, 2022
220.0.4
Issues ResolvedIssues Resolved
Fixed move up and down buttons in maintenance forms.
Date applied: July 12, 2022
220.0.3
New FeaturesNew Features
- Added ‘tab to select’ functionality to Custom Field SQL List controls
Date applied: June 23, 2022
220.0.2
Issues ResolvedIssues Resolved
- Resolved an issue where a licence assigned to a deleted Sicon Employee was still being consumed.
Date applied: June 17, 2022
220.1.1
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
- Allow overriding of prices and discounts on sop standard item lines created and edited through the API
- Resolved an issue with the memo imports where it was not using the memo type
- Added validation in company and person imports to throw a validation error if an External Reference has been specified more than once
- No longer display the ‘Account Name’ and ‘Account Number’ on quotes list for prospect customers
- Clear the account manager when migrating Sage200 contacts to companies
- 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
- Corrected the docking on the settings screen
- Default the currency lookup for prospect customers and supplier to the base currency in Sage
- Fix importing sent emails through the API
- Fix to allow users to create company links when to End Users when creating sales orders, quotes or proformas from the End User and they select a sales ledger account
- Fix to align the close button to the right when creating, amending or viewing cases (Issue would happen with the button panel controller where it would get placed into ‘>>>’ incorrectly)
- Fixed all instances where the spell checker had been serialized into the designer
- Improved the memory usage of all import instruments
- Fix to also filter Country Codes on the ‘Code’ column as well as ‘Name’ when populating the country code dropdown on a Sales Order
- Copy the country code that gets set for the sales order delivery address to the VAT country code
- Fixed setting the delivery address to the End Users address when creating orders
- Changed cases so that the person is no longer mandatory.
- Corrected the wording to convert a ‘Prospect End User’ to an ‘End User’
- Fix to filter any years where there hasn’t been any transactions out when display the yearly turnover grid and chart on a Sicon CRM company
- Fixed issue when changing addresses on a sales order for an end user and then when amending it would revert to the default address
- Fixed an issue with logging in through the CRM website
- Resolved an issue on the Company Import where it was validating a company could be found instead of importing it as new
- Added handling to the communication maintenance list to ensure only distinct attachments are opened
- Fix when loading or viewing the account tab for a SiconCRMCompany where they are linked to a Sage ledger and there is no sales history for the associated Sage ledger [“Index was out of range. Must be non-negative and less than the size of the collection.”]
- Include completed items into the users calender… New checkbox on the screen will allow users to exclude these items
- Fixed issue with copying cases not actually copying the case
- Resolved an issue in the case link type class where a potential object reference not set error could be thrown
Change in Functionality
- Added External Ref to Addresses
- Added External Ref to Memos
- Added External Ref to Contact Infos
- Added the ability to view the linked sales or purchase ledger enquiry form
- Added the ability to set the default company type that gets selected when creating new companies
- Added the ability to convert a prospect end user to an end user
- Added the ‘Opportunity Reference’ and ‘Case Reference’ to the relevant export and imports
- Added a new setting to specify a default sales ledger account to use for sales documents raised for end users
- Added the ability to raise Sales Orders, Quotes and Proformas for End Users
- Specific customers and suppliers can now be excluded from migration
- Added a new setting to determine whether customer accounts are synced overall
- Added a new setting to determine whether supplier accounts are synced overall
- Added person external ref, case external ref and opportunities to task importer
- External Ref Fields added to Opportunities, Cases and Tasks
- External Ref fields added to Company, Memos, Addresses and People
- Added ‘Drag and Drop’ functionality to add existing cases to sales orders from the case search screen
- Added a new feature for task actions (Process an action against multiple tasks)
- Added a new tab on the account tab on a company to display the associated sales or purchase ledger accounts analysis codes
- Added a method to allow the user to copy ‘Opportunity’ or ‘Case’
- Added a new delete summary to inform the user when companies, people, tasks or opportunities are about to be deleted about any associated records
- Added the ability to copy a sales order, return, quote or proforma from the account tab on a company or from the orders tab on an opportunity
- Added the ability to import and export attachments
- Added the ability to import and export communications
Date applied: June 9, 2022
220.0.1
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Resolved an issue with the memo imports where it was not using the memo type
- Fixed setting the delivery address to the End Users address when creating orders
- Copy the country code that gets set for the sales order delivery address to the VAT country code
- Fix to also filter Country Codes on the ‘Code’ column as well as ‘Name’ when populating the country code dropdown on a Sales Order
- Improved the memory usage of all import instruments
- Fix importing sent emails through the API
- Fix to allow users to create company links when to End Users when creating sales orders, quotes or proformas from the End User and they select a sales ledger account
- Fix to align the close button to the right when creating, amending or viewing cases (Issue would happen with the button panel controller where it would get placed into ‘>>>’ incorrectly)
- Fixed all instances where the spell checker had been serialized into the designer
- 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
- Fixed issue when changing addresses on a sales order for an end user and then when amending it would revert to the default address
- Fixed an issue with logging in through the CRM website
- Added handling to the communication maintenance list to ensure only distinct attachments are opened
- Resolved an issue in the Case Link type class were a potential object reference not set error could be thrown
Change in Functionality
- Added a new setting to specify a default sales ledger account to use for sales documents raised for end users
- Added the ability to raise Sales Orders, Quotes and Proformas for End Users
- Added the ‘Opportunity Reference’ and ‘Case Reference’ to the relevant export and imports
Date applied: June 9, 2022
220.0.0.10
Issues ResolvedIssues Resolved
- General API method refactoring for use in CRM web
Date applied: June 9, 2022
220.0.0.9
Issues ResolvedIssues Resolved
- Added handling to the communication maintenance list to ensure only distinct attachments are opened
Date applied: May 19, 2022
220.0.0.8
Issues ResolvedIssues Resolved
- Fixed issue when changing addresses on a sales order for an end user and then when amending it would revert to the default address
- Fixed an issue with logging in through the CRM website
Date applied: May 19, 2022
220.1.0.6
Issues Resolved New FeaturesNew Features
- Added a new tab on the account tab on a company to display the associated sales or purchase ledger accounts analysis codes
- Added a method to allow the user to copy ‘Opportunity’ or ‘Case’
- Added a new delete summary to inform the user when companies, people, tasks or opportunities are about to be deleted about any associated records
Issues Resolved
- Resolved an issue on the Company Import where it was validating a company could be found instead of importing it as new
- Added handling to the communication maintenance list to ensure only distinct attachments are opened
Date applied: May 19, 2022
220.1.0.5
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 new Sicon feature for task actions
- Added a new form to perform an action on multiple tasks via a wizard
Date applied: May 17, 2022
220.1.0.4
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 person external ref, case external ref and opportunities to task importer
- External Ref Fields added to Opportunities, Cases and Tasks
- External Ref fields added to Company, Memos, Addresses and People
- Added ‘Drag and Drop’ functionality to add existing cases to sales orders from the case search screen
Issues Resolved
- Changed cases so that the person is no longer mandatory.
- Corrected the wording to convert a ‘Prospect End User’ to an ‘End User’
- Fix to filter any years where there hasn’t been any transactions out when display the yearly turnover grid and chart on a Sicon CRM company
- Fixed issue when changing addresses on a sales order for an end user and then when amending it would revert to the default address
- Fixed an issue with logging in through the CRM website
Date applied: May 17, 2022
220.1.0.3
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
- Specific customers and suppliers can now be excluded from migration
- Added a new setting to determine whether customer accounts are synced overall
- Added a new setting to determine whether supplier accounts are synced overall
Date applied: May 17, 2022
220.1.0.2
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 External Ref to Addresses
- Added External Ref to Memos
- Added External Ref to Contact Infos
- Added the ability to set the default company type that gets selected when creating new companies
- Added the ability to convert a prospect end user to an end user
- Added a new setting to specify a default sales ledger account to use for sales documents raised for end users
- Added the ability to raise Sales Orders, Quotes and Proformas for End Users
Issues Resolved
- Added validation in company and person imports to throw a validation error if an External Reference has been specified more than once
- Updated Android App Url for v22
- No longer display the ‘Account Name’ and ‘Account Number’ on quotes list for prospect customers
- Clear the account manager when migrating Sage200 contacts to companies
- Default the currency lookup for prospect customers and supplier to the base currency in Sage
- Fix importing sent emails through the API
- Fix to allow users to create company links when to End Users when creating sales orders, quotes or proformas from the End User and they select a sales ledger account
- Fix to align the close button to the right when creating, amending or viewing cases (Issue would happen wth the button panel controller where it would get placed into ‘>>>’ incorrectly)
- Fixed all instances where the spell checker had been serialized into the designer
- Added the ‘Opportunity Reference’ and ‘Case Reference’ to the relevant export and imports
- Improved the memory usage of all import instruments
- Fix to also filter Country Codes on the ‘Code’ column as well as ‘Name’ when populating the country code dropdown on a Sales Order
- Copy the country code that gets set for the sales order delivery address to the VAT country code
- Fixed setting the delivery address to the End Users address when creating orders
Date applied: May 6, 2022
220.0.0.7
Issues ResolvedIssues Resolved
- Updated Android App Url for v22
- 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
Date applied: May 6, 2022
220.0.0.6
Issues ResolvedIssues Resolved
- Fix importing sent emails through the API
- Fix to allow users to create company links when to End Users when creating sales orders, quotes or proformas from the End User and they select a sales ledger account
- Fix to align the close button to the right when creating, amending or viewing cases (Issue would happen with the button panel controller where it would get placed into ‘>>>’ incorrectly)
- Fixed all instances where the spell checker had been serialized into the designer
- Added the ‘Opportunity Reference’ and ‘Case Reference’ to the relevant export and imports
Date applied: May 6, 2022
220.0.0.5
Issues ResolvedIssues Resolved
- Improved the memory usage of all import instruments
Date applied: May 6, 2022
220.0.0.4
Issues ResolvedIssues Resolved
- Fix to also filter Country Codes on the ‘Code’ column as well as ‘Name’ when populating the country code dropdown on a Sales Order
Date applied: May 6, 2022
220.0.0.3
Issues ResolvedIssues Resolved
- Copy the country code that gets set for the sales order delivery address to the VAT country code
Date applied: May 6, 2022
220.0.0.2
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Fixed setting the delivery address to the End Users address when creating orders
Change in Functionality
- Added a new setting to specify a default sales ledger account to use for sales documents raised for end users
- Added the ability to raise Sales Orders, Quotes and Proformas for End Users
Date applied: May 6, 2022
220.0.0.1
Issues ResolvedIssues Resolved
- Resolved an issue with the memo imports where it was not using the memo type
Date applied: May 6, 2022