Sage CRM 2018 R2 - New Features

Written by Todd Martin on .

We saw the first release (R1) of Sage CRM 2018 back in December. Now just a few months later, the second release (R2) is available and brings some great new features that we’ll take a closer look at in this article.

Sage CRM Calendar

Sage CRM 2018 R2 continues to build on what’s probably the heart of the application - the calendar. This release further extends the great enhancements in Version 2018 R1 with new filtering options in all calendar views. Action and Status filters can be added to Day, Work Week, Week and Month views and are retained for the session duration. In addition, the calendar now displays dates according to your personal settings in the Preferences area.

2018 - The Road Ahead for Sage 100

Written by Todd Martin on .

Sage recently provided us with a glimpse of the future for both Sage 100 and 100cloud including development goals, new features planned in upcoming releases, and continued expansion of the ecosystem of connected apps. Let’s take a closer look at the road ahead for your ERP software.

Product Vision and Strategy

One word that describes all current and future product development goals is modernization. That applies to modernizing not only the underlying technology, but to the user experience when it comes to things like ease of use, screen navigation, and the installation process. It also means that if you need to migrate from Sage 100 or 100cloud to another Sage product, it will be as easy as updating.

Business Insights Reporter Wizard shows no Templates

Written by Todd Martin on .

Sage 100 has a tool called Business Insights Reporter. It that can be found by going to Modules | Business Insights | Reporterin Sage 100. This tool has a step by step Wizard to walk you through creating reports. If there is no existing reports to list, the Wizard will start automatically. Otherwise, you would see a list of existing reports and a button in the bottom left to create a new report using the Wizard.

Business Insights Reporter Wizard Start
The Wizard is great for quickly creating a report using a template and views, which are multiple tables linked together for speed and ease of use. The Business Insights Reporter Wizard walks you through the process of creating the report and place it on the custom reports folder for the module you wish to have the report run from. 

What if your Business Insights Reporter Wizard doesn't show any templates in the list?


Written by Kate Phillips on .

How to Shorten Your Sales Cycle

With the recent release of Sage CRM Version 7.3, Sage rolled out a bunch of new tools and reports that can help you accelerate your sales cycle and make the most of every opportunity. Let's take a look at these new sales accelerators.

New Management Dashboards

Two new ready-to-use Management Dashboards are available to provide owners, managers, and decision-makers with the insight and metrics to close more sales - faster. Each dashboard includes configurable gadgets that use Sage CRM data from across your entire organization.

Tax Rate Changes

Written by Kate Phillips on .

It's hard to stay in the know when it comes to getting the latest updates on state sales tax rates. There can be numerous and frequent rate and boundary changes across cities, counties and other types of jurisdictions on an ongoing basis and that is just in one state!  Multiply that by all  of the states that charge sales tax and it can be pretty overwhelming.  Make sure that you get the latest tax rate information now and if you would like to know how to automate and simplify your monthly sales tax return process with Sage and Avalara, contact us for more information.  

Affordable Care Act (ACA) Compliance

Written by Kate Phillips on .

Does Sage 100 Support Affordable Care Act (ACA) Requirements?

That's probably a question most Sage 100 ERP customers are asking themselves. And you'll be happy to learn that the answer is yes. Here's a look at new payroll options and features to help you manage ACA tracking and reporting.

ACA Overview

In a nutshell, employers with 50 or more full time employees will be required to provide additional reporting on employee and dependent coverage to the IRS beginning in 2015. You can get full details on the website.

Service Update 18 reposted

Written by Todd Martin on .

Sage announced on Tuesday that Service Update 18 has been reposted on the website. The following is Sage's announcement:

Sage MAS 90 and 200 Service Update 18 (SU18) reposted

As of today, Tuesday, May 4th, the Sage MAS 90 and 200 Service Update 18 (SU18) is reposted on Sage Software Online.The revised SU18 installation files contain the following additions to address existing company data file corruption causing the update to abort:

  • The user is prompted to confirm they have a backup prior to applying the update.
  • Data dictionaries are copied to the Uninstall Information directory in the event the update fails.
  • An error message alerting the user that the upgrade aborted and identification of the file names that the conversion process has detected will cause issues unless repaired. However, this may not be a comprehensive list of corrupted files.

May 2009 - Volume 9 - Issue 3

Written by Todd Martin on .

This Issues Topics:

Extended Enterprise Suite Version 1.2

Sage recently announced the release of Version 1.2 of the Sage MAS 90 and 200 ERP Extended Enterprise Suite. The Extended Enterprise Suite unites the benefits of ERP, CRM, fixed asset management, and business intelligence functionality into one solution.


Assessing Profitability Using Sage MAS 90 Tools

While generating profit may be a simple concept, executives are often challenged to determine where their profit is coming from, what areas of the business are underachieving, and what steps they could take to grow profits. Sage MAS 90 ERP provides robust business and financial analysis tools that help your organization monitor and understand the underlying business reasons behind its profitability.


Version 4.4 Is Coming Your Way

Developers at Sage are hard at work on Sage MAS 90 and 200 ERP Version 4.4, getting it ready for release late this year. In this article we take a brief high-level look at the new functionality coming your way.


May 2008 - Volume 8 - Issue 3

Written by Todd Martin on .

This Issues Topics:

Powerful New Functionality Included In Version 4.3
Sage MAS 90 and Sage MAS 200 ERP version 4.3 is scheduled for release this summer. In this article, we'll provide you with an overview of the powerful new features and functionality in this release.

Version 4.3 Usability Enhancements
Sage MAS 90 ERP and Sage MAS 200 ERP version 4.3 focuses on customer-requested enhancements to help the solution work more the way you do. Many of the usability enhancements included in this release were the direct result of customer usability testing conducted in early 2007.

In The Spotlight: The Latest Extended Solutions For Sage MAS 90
The Sage MAS 90 ERP Extended Solutions group has been busy creating new enhancements that will benefit companies in a variety of industries. These solutions are expected to be available in version 4.3 within 30 days of its release.

May 2006 - Volume 6 - Issue 3

Written by Todd Martin on .

This Issues Topics:

The Bill Of Materials Module Not Just For Manufacturing
Generally regarded as a manufacturing tool, the Sage MAS 90 ERP Bill of Materials module is very useful for companies that perform simple assembly such as grouping together several items in a package. Think of industries that sell gift baskets, tool kits, storage containers with lids, craft supplies, and hardware sold with fittings—all consist of bills—a collection of items sold as...

Sage MAS 90 Tip
Here’s how to use Business Alerts to email a group of invoices to a customer. Start the Customer Notification of New Invoices sample process. Then...

FRx Add-On Solutions
Many of you are familiar with the financial reporting power of FRx. A single-user copy of this industry-standard report writer is included with the Sage MAS 90 ERP General Ledger module. FRx helps simplify the design and production of even the most complex financial reports, but are you aware...

The Wisdom Of Software Maintenance Subscriptions
Phil Martin, Founder and Director of Software Development
When Sage Software first introduced the annual Software Maintenance Subscription Plan some years ago, frankly, we didn’t like it. Up to that point, version upgrades had been priced individually and were an optional investment. Now our customers were being asked to...

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