New Features in Sage CRM 2017 R1

By | April 28, 2017

With the latest release of Sage CRM2017 R1, Sage has introduced new feature which offers extra features to improve Sales, marketing and Customer Service.

New Stuff: Shortcut link on Company Find screen to create Opportunity, Communication and Cases against particular Company

Sage CRM 2017 R1 has the following new features and updates:

  • Updated top bar- Top bar now includes a Favorites list, Notifications list is displayed under the Notifications icon rather than at the top of the screen. To open a Find screen, click the arrow beside the Search box in the top bar.
Search Filter

Updated top bar

  • New Quick Find- The new search functionality offers quick and easy access to customer information.To perform a search across all entities at once, enter key terms in ‘Search’ on the top bar.
New Quick Find

New Quick Find

  • New calendar- We have redesigned the Sage CRM calendar to make it modern, intuitive, and easier to manage day to day task and appointments. Please note that year view and month view are not available in the new calendar.
    • Allows you to select the user or team whose calendar you want to view.
    • Allow you to move between days or weeks in the calendar. The way the navigation buttons work depends on the selected calendar view.
    • Allow you to switch between the views. (Day/Week/Task)
    • Displays appointments, tasks, or both, depending on the selected calendar view and configured filter settings. The red line indicates the current time of day.
    • Allows you to switch between
      • Full day- Shows appointments scheduled for all 24 hours of the selected day or week.
      • Business hours- Shows appointments scheduled for the business hours of the selected day or week.
  • Opens the calendar help.
New calendar

New calendar

  • Web-based help- Help files were removed from the Sage CRM installation package to reduce its size. Now when a user clicks the Help button within the product, Sage CRM displays help files hosted on dedicated web servers. To access these help files, client computers must have access to the Internet. You can change this default behavior by installing help files locally on your Sage CRM server.
  • Secure email connection- You can configure Sage CRM to use Transport Layer Security (TLS) to establish a secure connection to a mail server. This lets you use Sage CRM with public mail services that require a secure connection such as Exchange Online, hosted Exchange, and Gmail.
  • Contemporary theme- The Contemporary theme is the only theme available on a new installation of Sage CRM 2017 R1. When you upgrade Sage CRM to 2017 R1, all themes that existed in the previous version of the product remain available in Sage CRM 2017 R1. Customizations to the Contemporary theme or newly created themes are not supported.

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