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.

Calendar Enhancements

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

Version 2018.4 Now Available for Download

Sage 100 2018.4 is now available. Let’s take a look at some of the most recent enhancements and product updates that are included in the newest release.

Consolidate Multiple Orders in Shipping

With Sage 100 2018.4, you can now consolidate multiple sales orders into one shipment in Shipping Data Entry. Two new fields have been added on the Entry tab in Shipping Setup Options including Consolidate Orders on One Invoice and Consolidate by Customer PO No.

Depending on the settings you choose, you can

The following is a list of enhancements and corrections added to Sage 100 2016.3 and released on October 25, 2016. 

Product updates are cumulative; in other words, this update includes all enhancements and program corrections found in prior updates for version 2016. Smart Update will install only the programs that have been updated since your last update was installed.  Sage 100 Advanced and Premium Workstation Synchronization automatically updates the client workstations.

If you use Sage 100 Standard over a network, run WKsUpdate Standard.exe on each workstation. This program is located in the ..\mas90\wksetup folder on the server where Sage 100 2016 Standard is installed.

All Sage 100 updates must be installed on the server where Sage 100 is installed.  

An update to the Sage Exchange Desktop (SED 2.0) is available from our web site (http://na.sage.com/log-on/) after registering for and logging into the Sage Customer or Partner Portal.

• Download and install the Sage 100 SED 2.0 Update (AR5005T KBID 75641) on the Sage 100 2016 Server.  
• At each Sage 100 Workstation that processes Credit Card transactions, run the Sage Exchange Desktop 2.0.exe (requires Administrator privileges). This program can be found on the Sage 100 2016 Server, located in the ..\MAS90\wksetup folder.

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Sage has released the ninth product update for version 2013 (5.00.9.0) on 11/19/15. The following is a list of enhancements and corrections that have been incorporated for Sage 100 2013 in this Product Update.Product Updates are cumulative, comprised of all program corrections found in prior updates. Smart Update will install only the programs that need to be updated since your last Product Update Installation. If you choose to install this Product Update on a system that already has Product Update 9 installed, all programs released in Product Updates 1 through 9 will be reinstalled. 

Sage 100 Advanced and Premium Workstation Synchronization now updates the client workstation automatically. This replaces the need to run WKsUpdate.exe after installing a product update. Users running Sage 100 Standard over a network will still need to run WKsUpdate Standard.exe on each workstation. This program is located in the ..\mas90\wksetup directory on the Sage 100 Standard Server.

Sage has released the eighth product update for version 4.50 (4.50.8.0) on 11/19/15. The following is a list of enhancements and corrections that have been incorporated for Sage MAS 90 and MAS 200 version 4.50 in this Product Update. Product Updates are cumulative, containing all program corrections found in prior updates. Product Updates through 4.50.6.0 also contains program corrections that were introduced in 4.40.0.7 - 4.40.0.10. The numbering scheme has been changed for 4.50 Product Updates. The third segment represents the Product Update number. This change was done to accommodate future enhancements.

After installing this Product Update, WKsUpdate 90.exe or WKsUpdate 200.exe needs to be run on each MAS Workstation. This file is located in the ..\mas90\WkSetup directory on the MAS Server. (WKsUpdate should also be run anytime WkSetup.exe is run on a MAS Workstation.)
MBA Business Software customers that are on Software Support – Preferred (SSA-PF) can contact us to schedule your update to this version. As part of your support plan, minor updates and hot fixes are included. Not on a support plan but interested? Find out more about what MBA offers for support.

Sage has released the seventh product update for Sage 100 2014 (5.10.7.0) on 11/18/2015.  The following is a list of enhancements and corrections that have been incorporated for Sage 100 2014 in this Product Update. Product Updates are cumulative, comprised of all program corrections found in prior updates. Smart Update will install only the programs that need to be updated since your last Product Update Installation. If you choose to install this Product Update on a system that already has Product Update 7 installed, all programs released in Product Updates 1 through 7 will be reinstalled.

This Product Update also contains program corrections introduced in 5.00.5.0 through 5.00.8.0, included in this report for reference.

Strike the Balance Between Too Much and Not Enough

Managing inventory is much more than simply keeping track of how much you have on hand. For some companies, inventory is both the biggest asset on the books and the hardest to manage. Optimizing inventory levels requires a special balancing act as well as the right tools and insight. Let's take a closer look at how the Sage Inventory Advisor add-on for Sage 100 can help.

Sage announced in their Sage Channel News for November 2014 an Important announcement related to Affordable Care Act (ACA).

For each Sage 100 ERP company, it is important that the "Retain Perpetual History" option is activated in order to meet 2015 Affordable Care Act (ACA) reporting requirements. This feature ensures that customers will be collecting the proper data as they process their first payroll in 2015.

The Retain Perpetual History option is found in Payroll Setup Options, screen shot below. Additional details will be provided in early December.

While we were at Sage Summit 2013 we got to see some new features and functions on the road map for Sage CRM. The wait to get our hands on some of what we saw is over and it is offical that they have now released version 7.2b to customers. Existing users of Sage CRM can upgrade to the new version to take advantage of the new features and functions being released in this version. For those customer not on Sage CRM, this is a great time to look at Sage CRM and see how you could be benefiting from using it. Contact us to get insight on how to expand your customer contact list and to build stronger customer connections.