Calendar EnhancementsBuilding on enhancements in recent releases, the Sage CRM Calendar continues to evolve. When it comes to the Team Calendar, 2017 R2 adds the ability to view appointments assigned to team members within the new Timeline View. You can even customize colors used to represent each user or team member.
In addition, the Month View has been reinstated and shows appointments that you and your colleagues have planned for the selected month. This release also adds the option to print calendars.
Email EnhancementsThe built-in email client in Sage CRM 2017 R2 introduces new automatic email address suggestions that display matching records as you type a name into the To, CC, or BCC fields. In addition, individual users can now create their own email signature without requiring info manager or admin login credentials.
Other EnhancementsA few other enhancements worth mentioning include:
- System Health Check - a new diagnostic tool that helps administrators quickly assess and resolve potential issues.
- MailChimp Integration Change - Sage CRM 2017 R2 has migrated to new MailChimp API 3.0 standards. Patches are planned for Sage CRM 7.3 SP3 and Sage CRM 2017 R1 to accommodate the new requirements from MailChimp.
- Customer Requests - a wide range of minor customer-requested fixes and user experience enhancements have been applied throughout Sage CRM.
Note on Support and UpgradesIf you’re currently running Sage CRM versions 7.2, 7.3, or 7.3 R1, you can upgrade directly to Sage CRM 2017 R2. If you’re on a version other than these - or if you are running Sage CRM integrated with Sage 100 - please contact us for assistance before starting an upgrade. It’s also worth noting as of June 2017, Sage will no longer support Sage CRM 7.2.
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