This communication was sent 17 Oct 2024. Notice 24-PA | 17 Oct 2024 Sage CRM 2024 R2 - is here!Hi everyone, We’re delighted to let you know that the release of Sage CRM 2024 R2 is now available! These updates are designed to make your experience with Sage CRM more efficient, secure, and user-friendly. We’re committed to continuously improving our product to meet your needs. Enjoy the new features and enhancements! What’s New?UI & UX improvements - Sage CRM Ally (beta): Our new embedded chatbot makes it easier than ever to get help with Sage CRM features, with enhanced controls for both admins and users.
- New Mail Merge Templates: Save time with our ready-to-use templates.
- Calendar Enhancements: Minor tweaks based on your feedback for a more intuitive calendar experience.
- Mobile Interface Upgrades: Enjoy a more polished and user-friendly mobile experience.
Administration and Integration Improvements - Mailchimp Integration Enhancements: Seamlessly sync more fields than ever before, regardless of your subscription level, with improved field matching for effortless data transfer.
- Workflow for Quotes and Orders: Streamline your sales process with new workflow support.
- Decluttered Admin Screens: Navigate with ease thanks to a cleaner, more organised admin interface.
- Removal of Deprecated Features: Focus on what matters with outdated features removed.
- Improved Field Labelling: Clearer labels for better data management.
- Enhanced Fields for Website/Email/IP Addresses: More precise and user-friendly field options.
- Better Exchange Integration Documentation: Easily set up and manage Exchange Integration with improved guides.
Development Improvements - Vulnerability Fixes: Enjoy peace of mind with extensive security enhancements.
- New Database Field Reference Document: Coming soon to help you better understand and utilise database fields.
- RESTful API Enhancements: More powerful and flexible API with new query parameters and operations.
Issues Fixed - 30+ Cases Resolved: Taking feedback from customers and partners to deliver a more reliable experience with numerous bug fixes. Further details in the release notes.
- Calendar/Calendar List Fixes: More reliable calendar functionality.
- Custom Jumps Fix: No more issues with duplicated ‘?’ in URLs.
- Vulnerability Fixes: Enjoy peace of mind with extensive security enhancements.
The release will be supported by: Software DownloadTrainingPartners who have already completed the Sage CRM 2021 recertification course do not need to complete further training. Any partner who has not completed this training will not be eligible for any upgrades or new sales of this version until the recertification course has been completed. To check your certification status, please contact [email protected]. Useful LinksIntegration with Sage products - Sage 200 CRM (standalone) with Qnect 200 – we’re awaiting feedback to see if this version is tested and supported with this release. The Qnect 200 compatibility matrix will be updated to reflect this.
- Sage 200 CRM (using classic integration or connector) – this customised version of Sage CRM is retired. This version of Sage CRM is not compatible or supported with any version of Sage 200 using the connector or integration functionality.
- Sage CRM with Sage ERP 1000 – This combination is not tested and therefore is not compatible or supported with any version of Sage 1000.
Questions?Please speak to your Partner Account Manager in the first instance. For questions of a technical nature please contact the Technical Support team. |