Sage Partners
Connect on Twitter
  • Home
  • Find a Reseller
    • By Location >
      • U.S. Partners
      • Canada Partners
    • By Sage Product >
      • Sage ERP Partners >
        • Sage 50 Partners
        • Sage 100 Partners
        • Sage 300 Partners
        • Sage 500 Partners
        • Sage X3 Partners
        • Sage Intacct Partners
      • Sage Construction Partners >
        • Sage 100 Contractor (Partners)
        • Sage 300 Construction (Partners)
      • Other >
        • Sage CRM Partners
        • Sage HRMS Partners
        • MIP Fund Accounting
  • Sage Product Info
    • Sage 50
    • Sage 100 >
      • Sage 100 Tips & Tricks
      • Sage 100 System Requirements
    • Sage 300 >
      • Sage 300 Installation Guides
    • Sage Intacct
    • Sage 500
    • Sage X3
    • Sage Construction >
      • Sage 100 Contractor
      • Sage 300 Construction
      • Sage Estimating
    • Other Sage Products >
      • Sage Fixed Assets >
        • Sage Fixed Assets User Guides
      • Sage CRM
      • Sage HRMS >
        • Sage HRMS System Requirements
  • Sage Add Ons
  • Resources
    • Blog
    • Popular Articles
    • Buying Guides >
      • Inventory Management Tips
      • ERP Implementation Failure
  • Contact Us

What's New in Sage CRM 2021

6/8/2021

0 Comments

 
Sage CRM 2021
Earlier this year, Sage CRM 2021 (R1) was released with new features to make it even easier to manage your sales tasks, contacts, opportunities, and more. Here’s a look at what’s new in Sage CRM 2021.
UPDATE:
Sage CRM 2022 is now available as of February 2022!

Telephone Numbers as Hyperlinks

Staring with Sage CRM Version 2021 R1, all telephone numbers in Sage CRM are formatted as telephone links.

With this now-familiar "tap to call" functionality that's   prevalent in other apps you probably use, you can tap a  telephone link in Sage CRM using a phone-capable device to call a phone number without having to dial it manually.

On a desktop computer, when you click a telephone link, you’ll be prompted to select an application (for example, Skype) in which you want to open the link.

Customizing Lists and Grids

Now, system administrators can use inline customization to change lists and grids which allows you to see how a list or grid looks like before and after your changes.
 
Lists are displayed when you select a tab within the context of company, case, lead, opportunity, solution, or person.
 
Grids are used to display the results of a search for a person, lead, case, opportunity, and so on. Grids are also displayed on the Company Quick Look tab.
 
In both cases, it’s now even easier to make sure the data you need in Sage CRM is displayed in a way that fits the way your sales team likes to work.

Self-Service Password Recovery

This handy new feature in Sage CRM 2021 R1 enables users to reset their Sage CRM password without contacting the system administrator.
 
When this feature is enabled in the system, a Forgot My Password link is added to the Sage CRM logon screen.  To reset a forgotten password:
Picture
  1. Launch the Sage CRM logon screen
  2. Enter your user name in the User Name field
  3. Click the Forgot My Password link

Sage CRM will send an automated email containing a password reset link to the email address associated with the user name. You can then reset your password by clicking the password reset link in the email.

See Also: How to Extend Sage CRM User Activity Timeout

Technology Updates

A few technology platform updates in Sage CRM 2021:

  • Support for Microsoft Azure Virtual Machines
  • Support for OAuth 2.0
  • Ability to accept web leads from multiple IP addresses

What's New in Sage CRM 2021 R2
October 2021 Update

More Customizable Pipeline Reports
Reporting pipelines have been updated to a modern, fresh design with fully customizable colors & styles. The new rectangular style appears in pipelines that display on the Opportunity List and Case List screens, located within the ‘My CRM’, ‘Company’ and ‘Person’ contexts. The segments of the pipeline show the count of records at each workflow stage and the colors used in the display are customizable.
sage crm 2021 pipeline report
New Quotes Dashboard Template
A new 'Quotes Dashboard' template has been added to Sage CRM 2021 R2. The new dashboard template displays a mix of gadget types, calling information from the Quotes table. Data is drawn from a new List report with quote details   displayed in the Quotes Detail gadget. The new Quotes dashboard template can be assigned by user profile. For guidance, refer to the instructions online for Creating a Dashboard from a Template.
sage crm 2021 quotes dashboard
User Interface Improvements
For the 2021 R2 release, Sage performed a detailed review of default screens and lists aimed at simplifying and "de-cluttering" the user interface. On some screens, certain fields have been removed from display while in other areas, additional columns have been included. The goal is to make better use of screen space and display key information in a way that’s more logical and organized. Over the next several releases, Sage plans to continue to enhance the user interface.

Other Notable Enhancements
  • Other notable new features include:
  • New “spinner” indicates the system is working on a task
  • New template selection options available when using ‘Send Quote’ and ‘Send Order’ quick mail merge
  • Ability to configure multiple redirect URLs after a user submits a lead capture form
  • Even more options when customizing the look and feel of screens down to individual fonts and screen elements

NEED HELP WITH SAGE CRM?

CLICK BELOW TO FIND A SAGE CRM PARTNER IN YOUR LOCAL AREA WHO CAN ANSWER YOUR QUESTIONS, PROVIDE SUPPORT, OR HELP YOU GET UP AND RUNNING ON SAGE CRM 2021.
Find Sage CRM Partner
0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    ARE YOU A SAGE PARTNER?

    Get Your Business Listed Here!

    Click below if you're interested in having your business listed in this online directory of Sage Partners.
    Get Started
    Sage Warehouse Management
    Scanforce WMS for Sage
    Sage Cloud Hosting
    Picture

    Popular Articles

    Big Bang Implementation vs Phased Approach
    (Pros, Cons)

    ---
    What's New in
    Sage 100 2022

    ---
    What's New in
    Sage 300 2023

    ---
    New Release:
    Sage Intacct 2022

    ---
    What Does ERP Stand For?
    ---
    Sage 100 System Requirements and installation Guide
    ---
    Sage 300 Installation Guide
    ---
    Sage 100 Tips & Tricks

©2023 Top-Sage-Resellers.com. All rights reserved. This material and content on this website may not be reproduced, displayed, modified or distributed without the express prior written permission of the copyright holder. This website is not owned, operated, affiliated with, or endorsed by Sage Software, Inc. or Sage Intacct, Inc. Sage, Sage logos, and Sage product names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. and/or its affiliates. Other product names mentioned are trademarks of their respective owners.
Privacy Policy