Sage 100 Newsletter

Issue 2 – 2024

In This Issue

What’s new in Sage 100 2024

Introducing Sage CRM 2024 R1

Sage Member Masterclass Season 5



Sage 100 2024 is now available. Let’s take a quick look at some of the key new features in the latest release that span inventory, sales and purchasing, usability enhancements, and more.

Usability Enhancements

It’s now easier to get the answers you need quickly with the new Resources button accessed from the Help tab. It provides convenient access to popular resources like the Sage Community Hub, Knowledgebase, Product Documents page, Sage University, and additional services.
In Paperless Office, a new Detail button has been added in the ‘Results of Electronic Delivery’ window that provides details about documents sent to customers and vendors, including the date and time the document was submitted and the status.
When updating or deleting customers, vendors or inventory items, a collection of improvements to the Delete and Change Utilities in A/P, A/R, and I/M make the process more efficient.

Inventory Management Improvements

Based on customer feedback through the Sage 100 Ideas website, two new tasks have been added to the Inventory Management Utilities menu. Delete Warehouses is a new feature that deletes existing warehouse codes which may be necessary when a virtual warehouse (for scrap or returns) is no longer needed, or when a physical warehouse location closes. Change Warehouses provides functionality to renumber or merge existing warehouse codes in your company data files.
In addition, Sage 100 workflow efficiency has been improved with an option to suppress extended item descriptions in grids, reducing distractions during data entry.

Sales and Purchasing Updates

In the P/O Module, a new Quick Close option simplifies closure of partially received purchase orders during receipt of goods entry. In addition, Sage 100 2024 introduces a new “Received” status for orders received, but not invoiced (previously, these orders displayed as Back Order).
In the S/O module, a new ‘Reset Sales Order …’ automates print flag resets for backorders for better workflow efficiency during sales journal updates. Plus, the new ‘Display Ordered Quantity in Red’ enhances visibility of sales order quantities that surpass inventory thresholds.

Over 20 New or Enhanced Features

Sage 100 2024 showcases over 20 new or enhanced features, many of which are based on feedback from existing customers as well as the Sage 100 partner community. Be sure to contact us if you have questions about upgrading or to request the detailed release notes.


What’s New in Sage CRM 2024

Sage CRM 2024 R1 was released in April 2024. Here’s a quick summary of some key new features in the latest release.

Better Security on External Links

A new checkbox ‘Allow external URLs in website gadgets’ allows system administrators to enable or disable external URLs in the website gadgets. This helps to prevent Sage CRM users from being potentially redirected to a malicious URL.

Formatting in Text Fields

You can now format the values of multiline text fields – such as the Problem and Solution detail fields of a Case record – by applying HTML tags for bold, italics, and line break.

Sage CRM AI Chatbot (In Beta)

Sage continues to work on a new AI chatbot called Sage CRM Ally which is currently in beta testing as they continue to enhance the accuracy and usefulness of the tool. You can ask Sage CRM Ally about specific Sage CRM features or how to troubleshoot common issues.

Manage Records and Reports with Tags

You can now label and classify records in Sage CRM using tags which work similar to hashtags on social media. For example, you can create a Sage CRM group that includes records with the same tag or generate a report on these records. Tags are displayed in the user interface and are available on case, company, lead, quote, order, opportunity, person, and solution records.

Sage CRM 2024 R1 Release Notes

Click to download the Sage CRM 2024 R1 release notes and don’t hesitate to contact us if you have questions or need help with Sage CRM.

Sage Member MasterclassSeason 5 is Here

All Sage customers get automatic access to the popular “Member Masterclass” series featuring talks, articles, and advice from the world’s leading experts on the challenges and opportunities in the world of business today.
Newly-launched Season 5 focuses on innovating for impact. And it’s not just a new season, but a new format too. Based on customer feedback, season 5 aims for less breadth and more depth with six classes, each with four parts.

  • Tools and strategies that foster innovation
  • Making AI work for you
  • Innovative thinking for finance professionals
  • Building a culture of innovation
  • Archive links to Seasons 1 – 4

Check out Member Masterclass Season 5