This communication was sent 15 September 2022.

Notice 22-GO | 15 September 2022

We’re delighted to let you know that the release of Sage CRM 2022 R2 is on its way!

What's New?

Key changes

• New Email and Contact Import features: Users can now import email messages from their Exchange Online account and file them against a Company, Person, or Opportunity record.
• Standardisation of password storage and encryption: To further improve system security, we reviewed how passwords entered through the UI were stored within the system. The work standardized field sizes and the secure storage of the data.

Additional features

• Updating old technology: A new Email and Contact Import feature that replaces the classic and lite Outlook plug-ins.
• Branding and UI uplift: Changes to the user interface that addresses accessibility & the new Sage brand.
• Enhancements to the REST API: We have further extended capability to better manage attachments and the document library.
• Support for SQL Server Web Edition: This extends our commitment to improve our customers’ return-on-investment from their Sage CRM instance.

All the e-learning has been refreshed as well as user assistance and much more!

Product compatibility

• Sage CRM 2022 R2 is compatible with both Qnect 200 and Qnect 50

Note: Sage CRM is not compatible for use with:

• Sage 200 via Partner Cloud (applies to all versions of Sage CRM) - work is still ongoing
• Any version of Sage 1000 (2022 R1 is the last version that will be tested)

Technology Retirement

You will be aware that Microsoft are retiring their Basic Authentication protocol. We’ve prepared a short guide to help you understand the next steps for any customers using Sage CRM in either a standalone capacity, connected to Sage 200 or to Sage 1000.

Product Terms

Effective from 01 October 2022 the Sage CRM Product terms for UK and Ireland are also being updated.

Dates for your diary

• 20 September - Customer Communication – Product terms change
• 27 September - UKI Product Launch
• 01 October - Sage CRM Product Terms updated

Useful Links

• What's New Guide
• Watch Jeff Richards talk about the new release
• Sage City content
• Sage CRM Helpcentre (one stop shop for system requirements, helpfiles, installation guides and more)
• Developer guides
• Qnect compatibility matrix for Sage 200
• Qnect compatibility matrix for Sage 50

Training

If you would like to attend a Sage CRM course, please contact [email protected].

Questions

If you have any questions of a technical nature you can contact our support team. For anything else please speak to your account manager.