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A guide to new features introduced to Sage CRM

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Summary

The information below details which features were introduced in the relevant version of Sage CRM. Select your version number below for further details

Description

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