Sage CRM 2021 R2 is now available. Let’s take a look at some of the new features and enhanced capabilities added in this latest software release.

More Customizable Pipeline Reports

Reporting pipelines have been updated to a modern, fresh design with fully customizable colors & styles. The new rectangular style appears in pipelines that display on the Opportunity List and Case List screens, located within the ‘My CRM’, ‘Company’ and ‘Person’ contexts.

The segments of the pipeline show the count of records at each workflow stage and the colors used in the display are customizable.

Sage 100 Paperless Office is a very popular module and generates quite a bit of attention from customers submitting enhancement requests through the Sage 100 Ideas website. In response, Sage 100 2021 released earlier this year introduced a nice range of new features that we’ll take a closer look at in this article.

Default Delivery Options

A new Default Delivery Options task has been added to the Paperless Office Setup menu. An idea submitted by customers, this task allows you to specify default form selections when creating a new customer or vendor record, so you don't have to set up each document individually.

More Detailed Delivery Logs

Also requested by customers, a new Electronic Delivery Log button has been added to various tasks including Customer Viewer, Vendor Viewer, Employee Viewer, Journal and Register Viewer, and Period End Reports Viewer. This displays the most recent date and time the document was sent, the user who sent it, status of the submission, and the recipient's email or fax number.

You can also click the Electronic Delivery Submissions List button to view a list of all attempts to send a particular document. In addition, new inquiry tasks make it quick and easy to view a list of all documents sent to customers, with options to filter results and even re-send from there.

Sage CRM 2021 Release 2 (R2), available as a stand-alone installation or integrated with Sage 100, is now available. Here’s a brief overview of new features and enhanced capabilities added in this latest software release:

• New dashboard templates and reports for sales quotes
• Updated, modernized sales pipeline dashboard design with customizable colors and styles
• Enhanced mail merge flexibility
• User interface improvements that de-clutter many screens and lists
• New onscreen “spinner” that indicates the system is loading or performing a task
• Ability to redirect user to a custom URL after submitting a web lead
• Several fixes for reported performance issues

Contact us if you need help with your Sage system or need assistance upgrading to the latest version.

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Sage 100 2021.2 was released September 15th. This second product update for version 2021 mainly provides product fixes and maintenance updates, along with a couple of minor feature enhancements as follows:

• DBA (doing business as) name and address fields were added to the Additional tab in Vendor Maintenance and the Vendor Maintenance On-the-Fly window. This was a feature request submitted by Sage 100 customers.
• Password fields are available when unified logon is enabled to support 3rd party applications access through ODBC.
• Previously-reported performance issues in certain screens and tasks have been addressed along with various product fixes.

Full details here.

_{©2021 Juice Marketing, LLC. https://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.}