Explore the Features of Sage CRM v2017 and v2018
Sage CRM v2018 is now available, featuring key updates to the calendar functions along with several enhancements in other areas of the software. Here’s a look at the best features in the later releases of the product.
Sage CRM Calendar Enhancements
Building on enhancements in recent releases, the Sage CRM Calendar continues to evolve. When it comes to the Team Calendar, v2018 adds the ability to view appointments assigned to team members within the new Timeline View. You can even customise colours used to represent each user or team member.
Easily switch between day, week, and work week views with detailed information about your tasks and appointments.
Enhanced team calendar view makes it easier to stay up to date with your teams’ activities.
New Agenda View
A new visual agenda lets you manage tasks and appointments on one list.
Dedicated Task View
Tasks are now available on their own tab for easy access and management.
Task Quick Complete
Allows you to complete a task with a single click, ensuring you can easily focus on your remaining tasks. Completed tasks are automatically removed from the screen when filtering by ‘Pending’.
Drag and Drop Calendar Appointments
Appointments on the user calendar can be moved by dragging and dropping the appointment to a new time in the Day, Week, Work Week and Month views.
Calendar Filter by Pending
User and Team Calendars now default to filter by pending in the Agenda and Task views area. Changes to filters persist for the duration of your Sage CRM session.
Quick Tasks Creation with Attached Documents
You can drag and drop files to the ‘Drop files here’ area in the Tasks view of the My CRM and Team CRM calendars to quickly create tasks with attachments.
Sage CRM Email Enhancements
The built-in email client in Sage CRM 2017 R2 introduced new automatic email address suggestions that display matching records as you type a name into the To, CC, or BCC fields.
In addition, individual users can now create their own email signature without requiring info manager or admin login credentials.
System Health Check
A new diagnostic tool was introduced in v2017 that helps administrators quickly assess and resolve potential issues.
MailChimp Integration Change
Sage CRM 2017 R2 has migrated to new MailChimp API 3.0 standards.
Sage CRM 2018 R1 now performs additional automatic checking on the validity of email addresses being sent to MailChimp, as well as detecting duplicate email addresses. Any issues found will appear as a Sage CRM notification.
Optimised Navigation and Search
An updated top navigation bar now allows you to easily search for and access CRM records and active notifications.
New Quick Find
A more dynamic search function that looks across the entire application at once including standard and custom entity records.
Now appearing at the top of your screen, notifications have been revamped in order to reduce disruption and keep your workspace from being obscured.
New Favourites Feature
Organise favourite items and records and then easily access them with the click of an icon.
Secure Email Connection (via TLS) now allows you to securely access public mail services such as Office 365 and Gmail directly from within the Sage CRM product, without the need for other software.
You can quickly move tabs into a new ‘More’ tab option, allowing rapid access to the areas you need for your daily tasks. This is a per user configuration option.
Quotes and Orders screens
Changes have been made to ensure much greater usability and to eliminate scrolling if you use the standard Quote and Order entry screens.
Optimised Metadata Refresh
The manual and automatic metadata refresh mechanisms have been optimised in this release ensuring better system performance.
Numeric Field Separators
Thousand separators are now fully applied to numeric fields in the application. The separator used is determined by the value indicated in your user preferences.
Additional Platform Support
The 2018 R1 release of Sage CRM adds support for Apple Mac OS X 10.13 and iOS 11. Sage CRM now supports SQL Server Express 2014 64-bit subject to limitations.
With online order entry and self service access
Would you like to discuss your requirements?
St Mary’s Street
South West Office
3 Brook Office Park