New Update Makes Sage CRM Cross Browser Compatible
Sage also snuck in a few new features and overhauled existing functionality for Mail Merge, Document Attachments, and Library Management. Here's a quick rundown of the enhancements in SP2 for Sage CRM v7.1.
Cross Browser Compatibility
In addition to making Sage CRM compatible with any of the 4 popular web browsers, Sage removed dependency on Internet Explorer plug-ins (like Active X) in order to use features like Document Drop or Mail Merge ... which leads us to the next enhancements.
Mail Merge Enhancements
Document Attachment Enhancements
In addition, significant enhancements were added for all users/web browsers including the ability to add multiple files to a single task or customer record, view attachments with drill down, and the ability to set limits on file type, size, and quantity ... all of which allow you to manage file attachments with better efficiency and fewer clicks.
This feature was designed primarily with Cloud Administrators in mind as they may not have direct access to the file system. However, even in an on-premise environment, Administrators may not have access to the file system so they would benefit from Library Management tools as well.
Contact us if you need assistance installing Service Pack 2 for Sage CRM v7.1 or would like a copy of the detailed "What’s New" Release Guide.