Refreshed Brand and User Interface

Sage CRM 2023 introduces a refreshed Sage CRM user interface to make it consistent with the new visual identity of the Sage brand, as well as improve the UI accessibility. The refreshed user interface features a new font, new set of recognizable and consistent icons, and a new colour scheme.

Customize the Sage CRM Login Screen

Administrators can now position custom logos as well as change the background of the entire login screen, offering better control over the look & feel of an individual installation for company branding and user buy-in for customers’

Easier File Editing

You no longer need to install a plugin to view and edit a file attached to a Company or Task, or created using the Mail Merge feature.

With Sage CRM 2023, A user can navigate to the document in the library of a primary entity. They will see a View/Edit File button. This will download the document and invite the user to then be able to edit the document before saving back into the system.. It’s a much faster and easier way to edit file attachments compared to the process in earlier versions of the software. 

Editing a document created during a merge.

You can carry out a Merge to Word or Merge to PDF. You can then select the mail merge template you want to use and complete the merge.

At the point you can then click 'View/Edit the file'.

The file will be downloaded. You can specify the default download folder in Login and session preferences. At this point, you can open the file and make the edit you need and reupload this using the same file.

This improvement enables users to edit files using any web browser that is supported by Sage CRM and supports the retirement of Microsoft Internet Explorer 11.

Company AI-driven Narrative Tab

Sage CRM 2023 R1 uses artificial intelligence to generate and display a narrative report containing an executive summary and business insights for each Company.  This new feature automatically analyzes the sales, customer service, and communication data and presents it as a short and easy-to-understand narrative report on a ‘Narrative’ tab displayed for each Company. By presenting the key information about a company as a narrative it becomes more memorable, persuasive, and engaging than data alone. This is the first time we have made use of any form of AI within the product

The narrative report takes into account the security policies existing in Sage CRM, so that the generated information is tailored to the user who is accessing the Narrative tab. As a system administrator, you can control what information is available to a user on the Narrative tab. This prevents unauthorized access to sensitive data and makes the displayed information more relevant and useful for specific audiences.

In short, this new AI-driven narrative approach is much more informative and engaging than static data alone. It summarizes intelligence without having to look across records and converting raw data into useful and actionable information.

File Upload whitelist replaces blacklist

Sage CRM 2023 R1 has changed the way in which files uploaded into the library are policed. In Sage CRM 2022 R2 and earlier there was a setting called "File extension restrictions" that allowed a System Administrator to blacklist the extensions of file types that were forbidden from being uploaded to Sage CRM. For example exe, asp, bat.

This file restriction list in Sage CRM 2022 R2 and earlier would only apply to the "Drop files here" and "Document Drop" library options. The blacklist didn't apply to email attachments. Now in Sage CRM 2023, R1 System Administrators can configure an allowlist or "White List" to list the file types that users can upload to Sage CRM. If a file name extension is missing from the allowlist, the upload of the file is blocked.

These limitations are enforced in Sage CRM 2023 R1 when a user uploads files on the Shared Documents tab or attaches files to a calendar task, email message, or communication using the "Add File" button or "Drop files here to attach them" area, or files emails against a record in Sage CRM using the "Import Emails" button.  We've moved to use a "whitelist" approach rather than a "blacklist" approach as we think this provides a safer of controlling file uploads. This is because it only allows specified file types to be uploaded, and any attempts to upload files, not on the list will be rejected.