Every year Sage comes up with a new version of Sage CRM with adding some new functionality, overcoming addressed issues from the previous version, changing user interface, etc. In the Sage CRM 2021 release user interface of self-service portal has also been changed.
New Stuff: Sage CRM 2021 R2: Word wrapping not supported
Below are some of these changes.
- Self Service Login Page
Log in page Sage 2021 has been changed in look and feel. Refer below screenshot from old the latest version.
- Support Tab
Support tab in previous versions used to display cases list logged against that company in a single list as shown below.
In Sage CRM v2021 onwards, Dashboard pipeline has been added under the Support tab.
Create a Case: By clicking this, Customers can “Log a New Case”.
All Cases: It displays “All Cases” against the customer in tiles form.
Open Cases: It displays all the “Open Cases” against the customer in tiles form.Closed Cases: It displays all the “Closed Cases” against customers in tiles form.
Due to above, Customers can directly see their cases and their progress without filtering data. CSS and UI also been modified so look and feel is also enhanced. If users want to make changes in the user interface one can make changes in the ewaress.css file.
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Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.
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