This article has been updated on 22nd March 2019. The updates have been highlighted in YELLOW.
Following a commercial review, the subscription Sage CRM service hosted directly by Sage (‘hosted CRM’) will be closed on August 31st 2019 & all accounts will be terminated.
Why is this happening?Building on the decisions from an earlier portfolio review hosted CRM was removed for new sales, a decision has…
This release provides new features and enhancements in the following areas:
Version 2019 R1 also includes several fixes for reported issues. For exact details on what is included in the release, please refer to the Release Notes.
Important: If you use third-party products that integrate with your Sage product, check with the vendor…
Sage CRM 2019 R1 was released to the Sage operating companies on Monday 4th February 2019. And the Help Center has been updated with all of the release notes, guides and online help.
Help.sagecrm.com should be the first place that you look for help around the features and supported environments for all supported versions of Sage CRM.
We have updated the look and feel of the User, Admin, Troubleshooting, and Developer…
Sage CRM 2019 R1 passed the QA process on Friday 1st February 2019 and was released to the Sage OpCos today. It is the first release within the new 3-year roadmap for the product that sets the development path through until 2021 and beyond. It demonstrates Sage’s continued commitment to the integrated Sales, Marketing and Service modules for Sage Business Cloud systems within the Sage 200 franchise or family of accounting…
Following a commercial review, the subscription Sage CRM service hosted directly by Sage (hereafter known as ‘hosted CRM’) will be closed on August 31st 2019 & all accounts will be terminated.
Why is this happening?Building on the decisions from an earlier portfolio review where hosted CRM product was removed for new sales, a decision has been taken to retire the hosted CRM product completely. The Sage…
If you have been using Sage CRM even for a short while then you probably have developed a very strong sense of how it helps you do your job. The features of Sage CRM, when integrated with information from the backend accounting system, can quickly become essential whether you are focussed on the management and operation of the business as a whole or a particular function such as Sales, Marketing or Customer Service.
NOTE: This notice only applies to customers and partners in the North America region using Sage CRM standalone.
Version 2018 R3 also includes several fixes for reported issues. For exact details on what is included in the release, please refer…
We have improved support for Unicode characters (including special characters and emojis) encoded with two, three, or four bytes in UTF-8.
The improvements were implemented for email messages filed by the Email Manager, Classic Outlook Plugin, or Lite Outlook Plugin.
You can see here an autoresponse from the Email Manager that has correctly handed back to me my test email with correctly rendered Emojis.
And if I then…
This is a new feature designed to make life a little easier of administrators of MailChimp campaigns.
A user can now set the status of a MailChimp campaign to Closed. You can see in the image below a new button is available when reviewing a MailChimp campaign.
Note: A user must have rights to use MailChimp campaigns in order to do this.
The campaign is only closed in Sage CRM and this doesn't affect the campaign status…
The Quick Find feature has been extended to include phone number and email and postal address information associated with Person and Company records.
Imagine that you miss a call while away from your desk.
The number can be entered and you can find the information you need.
This allows a user to search across Person and Company information with additional relevant business information.
Please note that this…
You can now use the quick method to create appointments in My CRM calendar of other users. Both you and the user to whom the calendar belongs are added to the User field of the appointment you create.
I have logged into the system as a user called Susan May and I am looking at her calendar. I can now add an appointment for another user.
I need to open the calendar of the user for whom I want to create an appointment…
To use screen space more efficiently, you can view all items in My CRM calendar as a list. Users can sort, filter, edit, or delete calendar items in the list. System administrators can customize the list appearance.
I’ve logged onto Sage CRM as Susan Maye and opened up my calendar. You can see that my calendar is busy. It’s not that easy to find a particular appointment.
I’ve just clicked on the new tab option…
Sage CRM 2018 R3 may not be as large a release as R2 – the previous release provided a raft of features that addressed the legal requirements for businesses around the introduction of GDPR – but it is still important. In contrast to Sage CRM 2018 R2 this release Sage CRM 2018 R3 is mainly focused on enhancing the experience of users around existing functions – such as improving the calendar or extending Quick Find. It…
Sage CRM 2018 R3 is not as large a release as R2 – the previous release provided a raft of features that addressed the legal requirements for businesses around the introduction of GDPR – in contrast, this release is mainly focussed on enhancing the experience of users around existing functions – such improving the calendar or extending Quick Find.
The User guide and online help have been updated to
Make sure that you share the links to the Support & Training YouTube Channel. The links shown here will take you to the Sage CRM Getting started and overview videos.
This is the link to the main Sage Support & Training channel where you can find lots of free training videos for Sage Business Cloud products including Sage 100cloud, Sage 200cloud and Sage 300cloud.
I hope that everyone reading this already knows that all of the release notes, the guides and the online help can be found on Sage CRM's Help Center. (Help.sagecrm.com)
This should be the first place that you look for help around the features and supported environments for all supported versions of Sage CRM. We are currently working on updating the documentation for Sage CRM 2018 R3 due to be released very soon.
Good news! There’s no more waiting on hold to speak with a Customer Services analyst. In fact, talking to the Sage CRM Team couldn’t be more convenient, thanks to online appointment scheduling. Now when you need assistance, schedule your preferred…
The maximum number of on-screen results returned by Quick Find can be configured.
This is a system wide maximum value for all users and is set in Quick Find configuration area.
Results appear as a scrollable list.
The Quick Find results are also optimised. The query does a full match search combined with wildcard search and provides increased relevancy scoring on results.
Quick Find displays results from multi-line…
You can see my dates below are displaying “Fri 06/04/2018” so dd/mm/yyyy.
The calendars follow the settings in User preferences.
As these change they change in the calendar.
The calendar allows you to filtering by Action and Status within the Day, Work Week, Week and Month views.
Here you can see that I am filtering to find my appointments of type ‘meetings’ rather than demos etc
Filters are retained for the duration of session. The Default filter is Pending on this screen.
There is an option included in the user preferences screen. This allows a user to decide how the main menu should be displayed on small screened devices.
On narrow screens the main menu appears as a three horizontal line clickable icon
You can see this on the top left of the screen.
The Main menu is optimized for long item names and smaller screens.
We are pleased to announce the availability of Sage CRM 2018 R2 to North America. Download from the knowledgebase:
Sage CRM 2018 R2 provides new features and enhancements in the following areas:
Sage CRM 2018 R2 helps…
We are mindful that some of our customers are working with their own pre-existing templates in Microsoft Word, and do not want to remove the ability to perform mail merges with these templates.
However, while it is possible to perform merges with pre-existing Word templates, it is not possible to edit them via the Sage CRM rich text editor interface.
The objective of this document is to highlight the benefits…
Mail Merge allows you to produce printable documents merged with details from Sage CRM, for example customer contact details, product details, and quote and order items.
Mail merge templates contain Sage CRM merge fields, which are placeholders for information from the CRM database that are inserted during a merge. For example, the merge field <<comp_name>> is replaced by an actual Company name when the merge…
In Sage CRM mail merge is a server-side process, which means, you do not need Microsoft Word installed on your client machine in order to perform a mail merge. Please note, however, that you will require Microsoft Word or another program that opens .DOC, .DOCX of PDF files in order to view and print merged documents.
The mail merge process is cross-browser compatible, which means you can perform mail merges when working…