Improvements to User Experience, Branding and User interface Uplift

Changes to the user interface including the new Sage branding have been made to improve accessibility which include:

• Updated on-screen messages and imagery to improve readability
• Changes to menus, icons, and the overall colour palette

By leading with black within the Sage CRM interface this enables Sage green to 'pop' and provide the greatest amount of visual contrast to aid accessibility and simplify usage.

New Email and Contact Import Features

A New Email and Contact Import feature is available that replaces the Classic and Lite Outlook Plugins which relied on outdated software like Internet Explorer. Instead of using an additional install (plugin) within the email client (Outlook), the CRM server connects to the target email server directly and file emails against a

Company, Person, or Opportunity record in Sage CRM.

This feature is available for Exchange Online via OAuth 2.0 and will be available for Exchange On-Premise and Google Workspace from SageCRM 2023 R1

Users can select emails from their exchange online account that they wish to import from within Sage CRM using the the import email button and screen. You can use the search filter to only show the relevant emails to display, select and import also confirming the communication action type and status.

Contacts can also be imported from your  Exchange Online account and you can store them in Sage CRM as Person or Lead records.

If the company associated with the contact exists in Sage CRM, the contact is imported as a Person record and associated with that company. Otherwise, the

contact is imported as a Lead record.



Set maximum password length

Password policies in | Administration | Users | Security | Password Policies now provide a new option Maximum length of password. It lets system administrators configure the maximum password length for the users the policy applies to. The value in this option cannot exceed 200 and must be equal to or greater than the one set in the Minimum length of password option.