Sicon CRM Help and User Guide
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 Desktop, Web & Sicon CRM Mobile (the Web portal scales seamlessly when viewed on a mobile browser).
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Help and User Guide maintained for Sicon CRM v221.0.0
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 Desktop, Web & Sicon CRM Mobile (the Web portal scales seamlessly when viewed on a mobile browser).
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 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. https://siconcrm.www.sicon.co.uk:443/siconcrm/sign-in).
1. Sicon CRM Desktop
Sicon CRM can be accessed via three User interfaces (UIs): Desktop, Web and Mobile. The Desktop UI covers:
- Access through Sage 200 and is displayed in the same format as other modules in the Sage 200 Menu.
- Access the full User features of Sicon CRM and the method via which all Administrative functions are managed.
1.1. Sicon CRM Desktop Install Guide
The Sicon CRM Desktop install guide is provided in a step-by-step format to help an implementation consultant to install the Sicon CRM addon into their existing installation of Sage 200.
Sicon CRM | Desktop Install Guide v22.1 and Upwards1.2. Sicon CRM Desktop Administration Guide
The Sicon CRM Desktop Administration Guide is provided in a step-by-step format to help an implementation consultant configure the various administrative functions. This covers:
- Sage 200 System Admin – to set user’s permissions that relate anything Sage 200 orientated (such as New Order, Convert quote to order etc).
- Sicon CRM System Settings – which relates to Employee Setup and Maintenance, Sicon CRM Roles permissions.
- The Maintenance section under each entity – which relates to maintenance of Standard Sicon CRM fields, Analysis Codes, GDPR Analysis Codes, Custom fields and various other entity specific items.
- The Utilities section under each entity – which relates to the Importing and Exporting of data, along with various other entity specific items.
- Mailchimp Integration.
- Dashboards & Cards Setup.
1.3. Sicon CRM Desktop User Guide
The Sicon CRM Desktop User Guide is provided in a step by step format to help an implementation consultant to train end users in the day to day use of Sicon CRM. This covers:
- Companies, People, Cases, Tasks, Opportunities, Tenders, Sales Order Processing, Dashboards and Cards.
2. Sicon CRM Web
Sicon CRM can be accessed via three User interfaces (UIs): Desktop, Web and Mobile. The Web and Mobile UIs:
- Allow real time access to the User features of Sicon CRM via the web both internally or externally (dependant on the Sage Server being configured to be externally facing).
- Display in a similar format to the Sicon CRM Desktop layout.
- Administrative functions cannot be accessed via the Web or Mobile UIs.
2.1. Sicon CRM Web Install Guide
The Sicon CRM Web install guide is provided in a step-by-step format to help an implementation consultant to install the Sicon Web API and CRM websites onto their Sage 200 server using their existing installation of Sage 200. This covers:
- Installing the Sicon Web API
- Installing Sicon CRM Web
- External Access
2.2. Sicon CRM Web User Guide
The Sicon CRM Web User Guide is provided in a step by step format to help an implementation consultant to train end users in the day to day use of Sicon CRM Web. This covers:
- Companies, People, Cases, Tasks, Opportunities, Tenders, Sales Order Processing, Dashboards and Cards.
- No Administrative features are available through Sicon CRM Web.
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 201.201.0.0 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