--- title: Introducing Sage CRM 2018 description: Learn more about how a seamless exchange of data and transactions between sales in the front office and accounting in the back office allow Sage CRM and Sage ERP to work together as one single system. image: https://www.equationtech.us/hubfs/blog_images/sagecrm2018.jpg --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Introducing Sage CRM 2018 ![technology blog](https://www.equationtech.us/hubfs/blog_images/sagecrm2018.jpg) **twitter **linkedin **facebook Sage CRM 2018 is now available. Enhancements in this newest version focus on continued calendar improvements, ease of use, and simplified navigation across the product. Let’s take a closer look. ### Sage CRM 2018 Calendar This product update includes new features and improvements in both Sage 300 classic and Sage 300c. Here are some of the highlights: You may have noticed that enhancing Calendar functions has been a focus over the last couple of new releases and version 2018 continues that trend. Because the Calendar is at the heart of so many activities in Sage CRM, the following improvements are now available: **Task Quick Complete** - Allows you to complete a task with a single click. Completed tasks are automatically removed from the screen when filtering by ‘Pending’. **Drag and Drop Calendar Appointments** - Appointments can be moved by dragging and dropping it to a new time in the Day, Week, Work Week and Month views. **Calendar Filter by Pending** - User and Team Calendars now default to filter by pending in the Agenda and Task views area. Changes to filters persist for the duration of your Sage CRM session. **Quick Tasks Creation with Attached Documents** - You can drag and drop files to the ‘Drop files here’ area in the Tasks view of the My CRM and Team CRM calendars to quickly create tasks with attachments. ### Simplified and Easier to Use A collection of smaller enhancements that, together, make a big impact on workflow efficiency and usability include: **Simplified Tabs** - You can quickly move rarely-used tabs out of the way and into a new ‘More’ tab option, freeing up screen space and allowing faster access to the functions and areas you use most often for daily tasks. **Quotes and Orders Screens** - Various changes have been made to improve usability and make it even easier to create and mange quotes and orders. **MailChimp Integration Updates** - Sage CRM now checks the format and validity of email addresses being sent to MailChimp, as well as detecting duplicate email addresses. Any issues found will appear as a Sage CRM notification. ![sagecrm2018.jpg](https://www.equationtech.us/hs-fs/hubfs/blog_images/sagecrm2018.jpg?width=688&height=331&name=sagecrm2018.jpg) ### Even More Integrated With each new release, integration with your existing accounting software is a primary focus for the development team at Sage. The expressed intent is to make Sage CRM a no-brainer solution for anyone currently using a Sage ERP product. A seamless exchange of data and transactions between sales in the front office and accounting in the back office allow Sage CRM and Sage ERP to work together as one single system. ### Upgrading to Sage CRM 2018 You can upgrade directly to Sage CRM 2018 R1 if you are currently running any of the Sage CRM v7.3 or Sage CRM 2017 versions. If you’re running other versions, additional steps may be necessary. Contact us if you need help or have questions before upgrading. ### Related Articles ##### [Sage Membership](https://www.equationtech.us/sage-accpac-blog/sage-membership) Continuous learning is a key driver of high workplace engagement. The business benefits of having... ##### [Introducing Sage Data & Analytics](https://www.equationtech.us/sage-accpac-blog/introducing-sage-data-analytics) Through a strategic partnership with Zap Data, Sage recently announced the launch of **Sage Data &...** ##### [ERP vs CRM: What's the Difference?](https://www.equationtech.us/sage-accpac-blog/erp-vs-crm-what-is-the-difference) If you’re reading this newsletter, you’re probably already familiar with what ERP does. But as a... ## Need Help Now? 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