| | A guide to new features introduced to Sage CRM |
| Description | Sage CRM 2021 R1 | Module | Feature | | Internal E-mail and Advanced E-mail Manager | OAuth2 supported for integration with Google and Microsoft 365. | | Self-service password recovery | Users can reset their own passwords. | | Customization | Inline list customisation to quickly view & customise lists. | | UI/UX enhancements | Include nominated ENHANCEMENTS and CASES from the ecosystem. | | Telephone numbers as links | Enabling integration with ‘click to dial’ software. | | User Assistance updates | Improvements in core features and content layout make Sage CRM more efficient and easier to use. | | Extended RESTful endpoints | Enhanced API features give users greater scope for managing their data within Sage CRM. | | Platform / Technology Support | Added support for new platforms & technology.
- Microsoft Windows Server 2019 Datacenter
- Microsoft Windows Server 2016 Datacenter
- Microsoft SQL Server 2019 CU 8 or earlier installed.
- Microsoft SQL Server 2017 CU 22 or earlier installed.
- iOS 14 (Mobile Theme)
- MS Azure
 NOTE: If integrating with Sage 200 via Qnect connector please consult the relevant documentation to ensure compatibility for all applications. | | Support Deprecation | Removal of old proprietary technology and discontinued apps to focus on new platforms & technology: - CTI Active X Plugin
- iOS 12 (Mobile Theme
- Mobile Apps (iPhone & Android)*
NOTE: Sage originally announced that the CTI plugin will be dropped in Sage CRM 2020 R2. CTI is the feature that connects a phone system to Sage CRM and allows it to interact dynamically with inbound and outbound calls. The Sage CRM CTI feature was enabled by a small piece of software called a 'plugin' that runs in the browser. In Sage CRM 2020 R1 this plugin is dependent on ActiveX. ActiveX is an old proprietary technology developed by Microsoft. It is not used by modern browsers including Microsoft Edge. Only Microsoft’s Internet Explorer browser can fully support ActiveX.
This has limited our customers to using Internet Explorer. Sage has decided that this technology is not suitable for Sage CRM’s future direction.
*Mobile app for Android and Iphone will be removed from their respective stores therefore pre-installed versions of these app will no longer be maintained or supported but may still function **Further information regarding the features mentioned above are available in the release notes for Sage CRM 2021 R1. | Sage CRM 2020 R1 | Module | Feature | | MailChimp | Automatic detection of duplicate email addresses | | Document Drop | Document Drop is now available in all browsers | | Outlook plugins | Improved installation of Outlook Plugins. We have removed ActiveX as a dependency for the installation of the Lite and Classic Outlook Plugins | | Microsoft SQL Server | SQL Server 2017 Express. Now when you perform a new installation of Sage CRM 2020 R1 and select the Install Microsoft SQL Server Express option in the Sage CRM 2020 R1 setup, it installs SQL Server 2017 Express instead of SQL Server 2014 Express | | Support for new software | AWS EC2. You can now install and use Sage CRM on an AWS EC2 instance and Sage CRM can now be used on mobile devices running iOS 13 and Android 10 and 9 | Sage CRM 2019 R2 | Module | Feature | | Microsoft Office 2019 | Sage CRM features that rely on Microsoft Office now support Microsoft Office 2019. The features include Classic Outlook Plugin, Lite Outlook Plugin, Mail Merge, and Export to File | | Self Service | New Self Service demo website. We have bundled the reworked and improved Self Service demo website with the Sage CRM installation package. Now you can install the demo website using the Enhanced password security - ). We have improved the Self Service security by changing the way we store visitor passwords in the Sage CRM database | Sage CRM 2019 R1 | Module | Feature | | Security | by default new & amended user passwords will use bcrypt encryption to increase user security | | Calendar | the calendar will now show an unfiltered list of all tasks and appointments within a given date range. | | General | Improved software functionality. These include: document drop on customer entities and improvements to emailing, charts and reports | Sage CRM 2018 R3 | Module | Feature | | Calendar | As a system administrator, you can change the appearance of the Calendar List tab Refresh calendar listSort calendar listFilter calendar listView calendar items as a listCreate quick appointments for other users | | Quick Find | Search by postal address, email address, and phone number | | MailChimp Integration | New status (Closed) for MailChimp campaigns in Sage CRM | | Supported character sets | Better support for Unicode characters in email messages | | Setup | Enhanced error handling | Sage CRM 2018 R2 | Module | Feature | | Persons and leads | Ability to Delete documents and communications in a group. Ability to Delete all communications for a lead. Ability to Delete communications for a person. Ability to Delete documents for a person. Ability to Send a consent email to a group. Ability to Send a consent email to a person or lead. View a consent records | | E-marketing | Checking if a Person or Company record was sent to MailChimp or Swiftpage Viewing MailChimp campaign results for a Person or Company record | | Main Menu | Main menu optimised for long item names and narrow screens | | Quick Find | Configurable search results in Quick Find | | Calendar | Configurable date format Filters are available in all calendar views | | Email and SMS | The Use TLS for SMTP and Use TLS for SMS check boxes no longer support Transport Layer Security(TLS) version 1.0 and Secure Sockets Layer (SSL). When selecting these check boxes, ensure that the email server to which Sage CRM connects is configured to use TLS 1.1 or 1.2 | | Sage 200 (Spain) integration's | When integrated with Sage 200 (Spain),Sage CRM can now be configured to populate the Profit Total property in the following tables and fields When an Account record is updated on Sage 200 (Spain) with integrated Sage CRM, the related Company record is updated automatically to reflect the change Merge duplicate persons | Sage CRM 2018 R1 | Module | Feature | | Calendar | Simplified assignment of icons to custom actions Tool tip on appointments in the Day view Change appointment date and time by drag and drop Change appointment duration by drag and drop View team members added to a task or appointment Complete tasks quickly. Quickly create new tasks with attachments User and team selection is retained Filter settings in Tasks and Agenda views are retained Pending activities are shown by default | | Horizontal Tabs and Main Menu | Users can save screen space by selectively moving horizontal tabs to a new drop-down list called More, that is displayed beside the rightmost tab | | Mapping Component | Added support for multiple map service providers | | Quotes and orders | Prevent automatic screen scroll. Refactored Advanced Search Select fields. Refactored merge fields | | Numeric fields | Thousands separators | | Metadata | Faster metadata refresh | | MailChimp Integration | Detection of duplicate and incorrect email addresses | | Exchange Integration | Refactored appointment synchronization | | Security | Prevent connections to the same session from different computers. A new option Use browser session security in | Administration | System | System behaviour | | SQL Server Express | Sage CRM 2018 R1 supports Microsoft SQL Server Express 2014 64- bit edition in a production environment | | Apache Tomcat | New Tomcat version | Sage CRM 2017 R3 | Module | Feature | | Reports | Sage CRM now uses HTML5 to render charts. Adobe Flash Player is no longer required. | Sage CRM 2017 R2 | Module | Feature | | System settings | Checking system health. System administrators can use the new System Health Setting a custom server name | | MailChimp Integration | Support for MailChimp API 3.0 | | Built-in email client | Auto-suggestion of recipients in the To, CC, and BCC fields of emails Default email signature | | Calendar | Timeline view in Team CRM calendar Viewing appointments scheduled for the entire month. Printing the calendar Assigning icons to custom appointment actions Customizing appointment colours in Team CRM calendar | | Customizations | Optimising custom entity lists for faster loading | | Exchange Integration | Improved processing of invalid XML characters | | Mobile theme | Required fields and invalid field values are highlighted | | Usability | Auto sizing of Sage CRM windows. Improved formatting of hyperlinks in reports | | Third-party components and software | jQuery updated to the latest version. Support for Microsoft SQL Server 2016 SP1. Support for the latest macOS versions | | Documentation | Added instructions on how to configure a blacklist of passwords | Sage CRM 2017 R1 | Module | Feature | | Updated top bar | Quick Search Keyword Search Advanced Find Notifications icon Favourites Recent My Profile | | New Quick Find | Quick Find allows users search for key terms across single-line text, email address, and URL fields on all company, people, case, opportunity, lead, solution, communication, order, quote, and custom entity records at once. Quick Find gets data from the Quick Find service which runs as a background process | | New calendar | My CRM mode Team CRM mode Navigation buttons and selected day or week. calendar views calendar grid help button | | Web-based help | Install help files locally Switch between local and web help | | Secure email connection | Using TLS with Sage CRM | | Core Layout | Contemporary theme | Sage CRM 7.3 SP3 | Module | Feature | | UI/UX enhancements | Enhanced main menu Enhanced tabs New top bar icons. Companion buttons Changes to fonts and spacing Weekly calendar view | | MailChimp Integration enhancements | Integrating Sage CRM and MailChimp Adding contacts to a MailChimp list Using merge fields in campaign emails Viewing MailChimp campaign results | | Workflow enhancements | Create Appointment action Create Appointment fields Send Email action |
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