Take a closer look at the new features in Sage CRM 2017 R1.
Sage recently introduced Sage CRM 2017 Release 1 (R1.). This latest version of the product features an enhanced calendar, new quick find search capabilities, an overhaul of the notification functionality, and over 50 customer fixes that have been addressed.
Enhanced Calendar
This is perhaps the most significant change. The updated calendar features a more modern design making it easier to use and even more intuitive when it comes to managing your appointments and meetings. Key highlights include:
Flexible Views – easily switch between day, week, and work week views with detailed information about your tasks and appointments.
Team Calendar – 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.
Customers should be delighted with the new features and design makeover as some have reported that the legacy calendar was somewhat cumbersome.
Optimized 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.
Improved Notifications – 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 Favorites Feature – organize favorite items and records and then easily access them with the click of an icon.
Other Enhancements
A Secure Email Connection (via TLS) now allows you to securely access public mail services such as Exchange Online and Gmail directly from within the Sage CRM product, without the need for other software.
In addition, the Sage CRM Help System now accesses help files that are hosted on dedicated web servers. By moving these files to the cloud, it reduces the size of your local Sage CRM
installation and ensures that you’re getting the most up to date guidance.
A Note Before Upgrading
If you’re running Sage 100 integrated with Sage CRM, please be sure to check with us on compatibility before upgrading.
Get in touch if you have questions, need assistance, or would like a copy of the fully-detailed Sage CRM 2017 R1 release notes.
Learn About the New Features in Sage CRM 2017 R2
Sage CRM 2017 R2 (Release 2) 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 this new product release.
Calendar Enhancements
Building on enhancements in recent releases, the Sage CRM Calendar continues to evolve. When it comes to the Team Calendar, 2017 R2 adds the ability to view appointments assigned to team members within the new Timeline View. You can even customize colors used to represent each user or team member.
In addition, the Month View has been reinstated and shows appointments that you and your colleagues have planned for the selected month. This release also adds the option to print calendars.
Email Enhancements
The built-in email client in Sage CRM 2017 R2 introduces 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.
Other Enhancements
A few other enhancements worth mentioning include:
System Health Check
A new diagnostic tool 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. Patches are planned for Sage CRM 7.3 SP3 and Sage CRM 2017 R1 to accommodate the new requirements from MailChimp.
Customer Requests
A wide range of minor customer-requested fixes and user experience enhancements have been applied throughout Sage CRM.
Watch the What’s New in Sage CRM 2017 R2 video to see all the features in action.
Note on Support and Upgrades
If you’re currently running Sage CRM versions 7.2, 7.3, or 7.3 R1, you can upgrade directly to Sage CRM 2017 R2. If you’re on a version other than these – or if your are running Sage CRM integrated with Sage 100 – please contact us for assistance before starting an upgrade. It’s also worth noting as of June 2017, Sage will no longer support Sage CRM 7.2.
©2017 Juice Marketing, LLC. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder. For permission, contact http://www.juice-marketing.com.
