- Edit Files Without Installing Plugin
- Enhanced email import
- New Narrative Summary for Each Company
- Refreshed Brand and User Interface
- Other Notable Changes
Easier File Editing
Import Emails Into Cases and Custom Entities
Note: Import of emails into Cases works out of the box. However, to enable the import of emails for a custom entity, additional steps are required by a system administrator. Refer to the Sage CRM 2023 R1 Release Notes for additional detail.
New Company Narrative Tab
This new feature automatically analyzes the sales, customer service, and communication data and presents it as a short and easy-to-understand narrative report on a ‘Narrative’ tab displayed for each Company.
In short, this new AI-driven narrative approach is much more informative and engaging than static data alone. It summarizes intelligence without having to look across records and converting raw data into useful and actionable information.
Refreshed Brand and User Interface
Sage CRM 2023 Overview Video
Other Notable Enhancements
File Name Extension Control - System administrators can configure an allowlist to restrict the file types that users can upload to Sage CRM. If a file name extension is missing from the allowlist, the upload of the file is blocked.
Customize Sage CRM Login Screen - Administrators can now position custom logos as well as change the background of the entire login screen, offering better control over the look & feel of an individual installation.
Microsoft SQL Server 2022 Support - You can configure Sage CRM to store data in a database hosted on Microsoft SQL Server 2022 Standard, Enterprise, Web, or Express.