QUICK TAKES: NEWS & UPDATES

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