Sage CRM 2024 R2 is about to be released in the UK. Here is some key information.
UI & UX Improvements
- Over 30 customer cases resolved
- Introduction of Sage CRM Ally (beta), an embedded AI chatbot for user help
- New mail merge example templates
- Minor calendar enhancements
- Mobile interface improvements, including brand and customer enhancements
Administration and Integration Enhancements
- Mailchimp integration improvements:
- Changed field syncing to allow no upper limit
- Improved field matching for easier syncing of new fields Added support for workflow in Quotes and Orders
- Decluttered Documents and Reports configuration admin screen
- Removed deprecated features
- Improved field labeling and fields for website, email, and IP addresses
- Enhanced documentation for Exchange Integration
Development Improvements
- Extensive fixes for vulnerabilities
- New Database Field Reference Document (to be published)
- RESTful API enhancements, including support for new Query Parameters and Operators
Other Notable Changes
- Ability to view more folders in Exchange Online and change the number of listed folders
- Increased maximum field length
- Refreshed brand and corrected names for mobile themes
- Updated user assistance and eLearning materials
Supported Software Changes
- Web browsers: Google Chrome, Microsoft Edge, and Apple Safari (Mac only) are supported. Mozilla Firefox is no longer supported.
- Operating systems: Windows Server 2019 and 2022 are supported. Windows Server 2016 is no longer supported.
- Database servers: Microsoft SQL Server 2019 and 2022 are supported. Microsoft SQL Server 2017 is no longer supported.
These updates aim to improve user experience, enhance productivity, and boost security while providing better integration capabilities and development tools for Sage CRM users and administrators
Supported Upgrade Paths:
Direct upgrades to Sage CRM 2024 R2 are supported from the following versions:
- Sage CRM 2024 R1
- Sage CRM 2023 R2
- Sage CRM 2023 R1
- Sage CRM 2022 R2
- Sage CRM 2022 R1
Upgrading from Older Versions:
Users on older versions must follow a multi-step upgrade path. For example:
Example Upgrade Path for Version 7.1 Users:
- Upgrade to version 7.2 (SP1 or SP2).
- Upgrade to version 7.3 SP3.
- Upgrade to Sage CRM 2018 R3.
- Upgrade to Sage CRM 2021 R2.
- Upgrade to Sage CRM 2024 R1.
- Finally, upgrade to Sage CRM 2024 R2.
Important Considerations:
- Refer to the Sage CRM website for the version support lifecycle: https://help.sagecrm.com/support/support-lifecycle/
- For integrations with Sage accounting solutions or third-party applications, consult relevant documentation to ensure compatibility.
"Ensure you are upgrading from one of these listed versions, as other upgrade paths are neither tested nor supported."
Recommendation:
Begin planning your upgrade to Sage CRM 2024 R2 consult with Wizard Systems!
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