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Introducing Sage CRM 2017 (R1)

2/8/2017

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Sage CRM 2017 Calendar Layout
​Sage recently introduced Sage CRM 2017 Release 1 (R1.). This latest version of the product features an enhanced   calendar, new quick find search capabilities, an overhaul of the notification functionality, and over 50 customer fixes that have been addressed. Here’s a closer look.
​

Enhanced Calendar

​This is perhaps the most significant change. The updated calendar features a more modern design making it easier to use and even more intuitive when it comes to managing your appointments and meetings. Key highlights include:
 
Flexible Views - easily switch between day, week, and work week views with detailed information about your tasks and appointments.

Team Calendar - enhanced team calendar view makes it  easier to stay up to date with your teams’ activities.

New Agenda View - a new visual agenda lets you manage tasks and appointments on one list.

Dedicated Task View - tasks are now available on their own tab for easy access and management.
 
Customers should be delighted with the new features and design makeover as some have reported that the legacy calendar was somewhat cumbersome.
Sage CRM 2017 Calendar Layout
The updated calendar in Sage CRM 2017 features a more modern design making it easier to use.

Optimized Navigation and Search

An updated top navigation bar now allows you to easily search for and access CRM records and active notifications.
 
New Quick Find - a more dynamic search function that looks across the entire application at once including standard and custom entity records.

Improved Notifications - now appearing at the top of your screen, notifications have been revamped in order to reduce disruption and keep your workspace from being obscured.

New Favorites Feature - organize favorite items and records and then easily access them with the click of an icon.

Other Enhancements

A Secure Email Connection (via TLS) now allows you to securely access public mail services such as Exchange Online and Gmail directly from within the Sage CRM product,   without the need for other software.
 
In addition, the Sage CRM Help System now accesses help files that are hosted on dedicated web servers. By moving these files to the cloud, it reduces the size of your local Sage CRM installation and ensures that you’re getting the most up to date guidance.
​
Have Questions or Need Help?
Click below to get in touch with a Sage CRM partner in your area that can answer questions, help you with an upgrade, or a provide copy of the Sage CRM 2017 R1 release notes.
Get Sage CRM Help >>
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