Sage CRM 2018 Release 3 (R3) is now available. Here’s a look at some of the top new features in the latest version including enhancements to the calendar, quick find, MailChimp integration, and more.
You can now use the “quick method” to create appointments in My CRM calendar of other users. Both you and the other user to whom the calendar belongs are added to the User field of the appointment you create as follows:
- Click My CRM > Calendar
- Open a calendar view (Day, Work Week, or Week)
- Open the calendar of the user for whom you want to create an appointment. In the Find text box in the top left corner, type the name of the user. Select the user from the My CRM for list, and then click the right-facing arrow.
- Double click anywhere in the calendar grid to create an appointment.
In addition, you can now view calendar items as a list which helps use screen space more efficiently. In the new list view, you can sort, filter, edit, or delete items in the list.
Improvements to Quick Find
In Sage CRM 2018 R3, Quick Find has been improved to search for Person and Company records by their postal address, email address, and phone number.
The most relevant Person and Company records matching all of your search terms (postal, email, or phone) are displayed at the top of the results, followed by the records containing only some of your search criteria.
It seems that each new release builds on the Sage CRM MailChimp integration that was originally introduced several versions ago. The latest integration enhancement allows you to set a new Closed status for MailChimp campaigns in Sage CRM which is convenient when you have a long list of campaigns you’ve run and want to clean things up so it’s easier to find and manage current, active campaigns.
Release Notes and Upgrades
Visit the Sage CRM 2018 R3 Resource Center for full details including release notes, system requirements, an admin guide, and helpful troubleshooting tips.
Also note that if you are upgrading from a version that’s older than Sage CRM 7.3, there’s a very specific upgrade path you’ll need to follow, details of which can be found here online. As always, be sure to contact us if you have questions or need support.