Sage CRM 2018 Calendar
Task Quick Complete - Allows you to complete a task with a single click. Completed tasks are automatically removed from the screen when filtering by ‘Pending’.
Drag and Drop Calendar Appointments - Appointments can be moved by dragging and dropping it to a new time in the Day, Week, Work Week and Month views.
Calendar Filter by Pending - User and Team Calendars now default to filter by pending in the Agenda and Task views area. Changes to filters persist for the duration of your Sage CRM session.
Quick Tasks Creation with Attached Documents - You can drag and drop files to the ‘Drop files here’ area in the Tasks view of the My CRM and Team CRM calendars to quickly create tasks with attachments.
Simplified and Easier to Use
Simplified Tabs - You can quickly move rarely-used tabs out of the way and into a new ‘More’ tab option, freeing up screen space and allowing faster access to the functions and areas you use most often for daily tasks.
Quotes and Orders Screens - Various changes have been made to improve usability and make it even easier to create and mange quotes and orders.
MailChimp Integration Updates - Sage CRM now checks the format and validity of email addresses being sent to MailChimp, as well as detecting duplicate email addresses. Any issues found will appear as a Sage CRM notification.
Sage CRM 2018 Even More Integrated
VIDEO: Sage CRM 2018 - A Technical Deep Dive