RKL eSolutions Blog Trends and Insights

Introducing Sage CRM 2017 (R1)

Sage CRM on Mobile DevicesSage recently introduced Sage CRM 2017 Release 1 (R1.). This latest version of the Sage CRM 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 in Sage CRM 2017. 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 Redesigned Calendar

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 Sage CRM 2017 (R1) 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.

A Note Before Upgrading

If you’re running a Sage ERP product integrated with Sage CRM, please be sure to check with us on compatibility before upgrading.

Get in touch if you have questions, need assistance, or would like a copy of the fully-detailed Sage CRM 2017 R1 release notes.

Ask Us a Question »

Video: What Is CRM?

Tags: Sage CRM
RKL Team

Written by RKL Team

Since 2001, RKL eSolutions has helped growing companies maximize their technology resources and investment. Over the years, we have helped hundreds of small and medium sized businesses as their strategic business partner. We specialize in the needs of Entertainment, Software & SaaS, Professional Services, Manufacturing, and Non Profit organizations. Our experienced consultants have a passion for making every facet of your business successful and are intent on building a long-term relationship with every client.