Sicon CRM Help and User Guide

Table of Contents

Product overview

Help and User Guide maintained for Sicon CRM v211.0.0

The Sicon CRM system is connected directly to the Sage 200 system for real-time integration

It is installed on your Sage 200 Server and can be accessed through 3 interfaces: Sage 200, Web & Desktop.

Before the Web or Desktop interfaces can be used, Sicon CRM must be installed on the Sage 200 server and settings configured.

Access to the Web and Mobile App can be via a URL both internally within your LAN and externally. If you wish to use these apps externally you will require an externally facing web server and an SSL certificate to secure the connection (e.g.,

1. Sage 200 Client

Sicon CRM Sage 200 Client

2. Web Client

2.1. Install

Sicon CRM Web Install

2.2. Sicon CRM Web Client

Sicon CRM Web Client

3. Release Notes

The release notes page shows which release of the system includes new features or issues resolved.

At the release of Sicon v21 we announced that going forward, we will only be supporting Sage 200c and as such we are able to drop the year from our version numbers. We moved from to 210.0.0.

New features detailed in the Release Notes relating to Pre-Release versions will not be detailed in the current Help and User Guide until the end of development phase.

Sicon CRM Release Notes

4. New Features & Important Information

Sicon CRM New Features & Important Information

Sicon Main Menu