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

In a release of Sage 100cloud 2018 earlier this year, Sage introduced Sage Contact - an Outlook add-in that allows you to view Sage 100 customer information in Office 365. In this article, we’ll take a closer look at the app and integration.

Sage Contact for Office 365

When you integrate Office 365 with Sage 100cloud, you can use the Sage Contact app to view Sage 100 customer information in Outlook, including the following data:

• Recent invoices and payments
• Credit information
• Contacts’ name, address, phone, and email
• Customer memos

What’s more, you can also

Are you looking to experience first-hand how Sage CRM can transform the sales, marketing, and service operations at your company? If so, then it’s time to take Sage CRM for a personal test drive.

A new series of role-driven test drives show how Sage CRM makes people’s jobs easier. There are a few roles to choose from including CEO, Marketing Manager, Sales Manager, and Customer Service Representative. The test drives highlight top features like company-wide dashboards, integrated marketing campaign features, sales pipeline management, and detailed customer-case tools.

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