The latest Sage CRM 2022 R1 release was just announced and is now available for download. Let’s take a look at some of the key new features in this latest version.


Mass Delete of Communications

As with almost any software application, as your database grows, your system slows. That’s probably why Sage CRM 2022 R1 introduces the ability to mass delete communication records that your business no longer needs. Removing old, unneeded communications will reduce the size of your Sage CRM database and help improve system performance. 

When using this new feature, the records are permanently deleted from the Sage CRM database so be sure to backup your data before starting. The only way to retrieve records you accidentally delete is to restore from a backup.

Insert Email Signature

When creating or editing an email signature, you can use a new check box ‘Use Signature for Replies and Forwards’.   

Selecting this check box inserts your signature into new emails and when replying or forwarding messages. If you clear this check box, your email signature is inserted into new emails only.

For more on how to create or edit an email signature, see Managing your email signature in the help documentation.

Automatic Calendar Refresh

In Sage CRM 2022 R1, you can now use the new 'Calendar Refresh Interval' option to set the automatic refresh rate (in seconds) for the Calendar and Calendar List tabs.  

To access this option, go to Administration > System > System Behavior. You can also disable automatic refresh by setting this field to a blank value or 0. 

Whats New Sage CRM 2022 R1

Resize Table Columns in Email Templates

When inserting or editing a table in an email template, system administrators can now resize the width of the table columns.

To do so, go to Administration > Email and Documents > Email Templates.

Hover over the border of the table column you want to resize. When the pointer becomes a double-headed arrow, click and drag the border to resize the column width.

Technology Updates

Sage CRM 2022 R1 is now compatible with Windows 11.  In addition, when performing a new installation of Sage CRM, you’ll have the option of connecting with a Microsoft Azure SQL Database. Finally, Microsoft SQL Server 2019 Express is now distributed in the Sage CRM installation package.

It’s also worth noting that Sage CRM will no longer support Microsoft Internet Explorer 11 ahead of the browser’s retirement by Microsoft in June 2022.  As a result, 2 features - ‘Edit merged documents’ and ‘Send emails using Outlook’ - have been discontinued.

Contact us if you have questions about Sage CRM or need help with an upgrade.

 

Topics: Sage 300

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