Sage CRM 2017 R2

Learn About the New Features

Sage CRM 2017 R2 (Release 2) is now available, featuring key updates to the calendar functions along with several enhancements in other areas of the software. Here's a look at the best features in this new product release.

Calendar Enhancements

Building 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 Enhancements

The 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 Enhancements

A 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.

Watch the What's New in Sage CRM 2017 R2 video to see all the features in action.

Note on Support and Upgrades

If 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 your 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.

©2017 Juice Marketing, LLC. 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. For permission, contact http://www.juice-marketing.com.