What's new in Sage CRM - Chicago Illinois

Sage CRM v6 from Sage Software incorporates a number of new features that ease administrative tasks and increase the product's functionality.

Enhanced CRM Dashboard

Sage CRM v6 delivers new CRM Dashboard capabilities that make it easier than ever before to have critical information at your fingertips. The CRM Dashboard gives you the ability to create custom dashboards that contain the CRM information most relevant to your day-to-day work.

• Multiple Dashboards
• Dashboard Setup and Maintenance
• Extended Dashboard Options
• Company Dashboard

Improved Report Organization

Sage CRM v6 includes new report management capabilities that help you to categorize and organize access to your most important CRM data.

• Adding Report Categories
• Frequently Used Reports
• Company and Person Summary Reports

User Administration

Sage CRM v6 streamlines the system administration process for managing users, security, and monitoring system usage.

• NEW Default User Template
• Improved Template Creation and Management
• NEW CRM System Usage Monitoring
  • Real-Time Usage Monitoring
  • Track Usage Trends
• Password Security
• Data Upload on Individuals

Target List

Sage CRM v6 introduces the ability to add Target Lists as CSV files to the Document Library. When a CSV file is exported from a Target List, the file is added to the Library. All exported CSV target list files can be subsequently viewed by simply clicking the View Attachment button.

Additional Improvements

• Communications Transfer
• Default E-mail Template
• Access the Main Menu buttons

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