Sage CRM 2021 R2 has been released since the original posting of this article. Scroll to the bottom of this article to get caught up on new features and enhancements added in the Sage CRM 2021 R2 release.
Telephone Numbers as Hyperlinks
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
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
- Launch the Sage CRM logon screen
- Enter your user name in the User Name field
- 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
What's New in Sage CRM 2021 R2
October 2021 Update
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.
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.
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