Sage CRM 2019.1 is now available. Following a 3-year roadmap that sets the development path through 2021, this release focuses primarily on incremental improvements and enhancements of existing features. Here’s a closer look.

Enhanced CRM Features

While Sage CRM 2019.1 doesn’t appear to deliver any blockbuster NEW features, the latest release does deliver a nice range of enhancements to existing features in various areas of the product.

In the Calendar - which has significantly transformed and improved over the last several releases - you can now view a complete list of all your tasks and appointments in:
My CRM > Calendar List.

Now when you access Sage CRM using Microsoft Internet Explorer, you can use the ActiveX Document Drop to attach documents to custom entity records.

When it comes to Email, you can now

For Sage 100 and Sage 100cloud

The new Sage Production Management is comprised of features designed to replace the legacy Work Order and Material Requirements Planning (MPR) modules currently in Sage 100. Here’s a closer look at this new functionality for manufacturers.

Sage Production Management Capabilities

At a high level, Sage Production Management is a suite of manufacturing capabilities built on the Sage Business Object framework (aka “Business Framework”). That means you get a modernized platform capable of all the conveniences you’ve become accustomed to in other modules like primary and secondary data entry grids, resizable windows, batch data entry, right-click context menus, grid export to Excel, custom scripting, and so much more.

At year end, it’s useful to create an archive company using the Copy Company feature. This provides a readily accessible copy (and backup) of the current year’s data even after you perform year end processing in your live company.
To make a copy company, go to:

Library Master > Main Menu > Company Maintenance

1. Create a new company code and company name (description) that’s easy to identify and distinguish from the live/active company that you’re copying.
   
   
2. Click the Copy button and enter the Company Code of your current year live (or “Source”) company.
   
   
3. Select the modules you want to copy to your archive company. To create a complete archive/backup, you’ll want to copy all modules. Click Proceed. Once the process is finished, click Accept.

For good measure, you might run a trial balance in each module and do a quick spot check to make sure all the data that came over is balanced and accurate.

Watch the Video
Watch a recorded demonstration of the Copy Company process in action.

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Next year will see the return of Sage Summit at two locations in San Diego, CA and Atlanta, GA. These will be the first Sage Summit conferences since 2017. During 2018, Sage replaced Sage Summit with a series of smaller, local events throughout the U.S. and Canada that was called Sage Sessions.

The return of Sage Summit in 2019 brings a multi-day conference that includes a keynote speech, welcome reception, breakout sessions, networking opportunities, and what Sage has described as a “scaled” tradeshow to showcase add-on solutions.

Dates, Locations and Registration

San Diego, CA - February 13-15
Sheraton San Diego Hotel & Marina
Registration Now Open ...

Atlanta, GA - May 13-15
Hyatt Regency Atlanta
Registration Opens February 2019

Both locations will feature the same content, schedule, and speakers. Early bird pricing for San Diego is $199 before January 13, 2019 and $299 after that.

Full details here

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