Sage CRM 2021 R2: UI improvements - Enhanced Screens and Lists for new installs

Over the next few releases, Sage will continue to enhance the User Interface for Sage CRM. For Sage CRM 2021 R2, Sage carried out a review of the default screens and lists for the core entities. The review recommended several changes be made to screen objects for new installations. This is to simplify screens and "de-clutter" the interface. On some screens, certain fields have been removed from display and in other places within the interface additional columns have been included. The aim is to give a customer better use of on-screen real estate and display key information appropriately. These screens will only apply to new installations.

Changes made:

Within the Company screens and lists, the following fields have been removed from display.

  • comp_employees
  • comp_revenue
  • comp_integratedsystems
  • comp_optout

This has changed the default fields within the following screen objects:

CompanyBoxLong

Within the main Person Summary screen, the order of fields has changed.

Within the Case screens and lists, the following fields have been removed from display.

  • case_foundver
  • case_productarea
  • case_targetver
  • case_productid

This has changed the default fields within the following screen objects:

CaseDetailBox
CaseSearchBox
Case List
Case Grid

Within the Opportunity screens and lists, the display of the following fields has changed.

  • oppo_forecast (added)
  • oppo_certainty (added)
  • oppo_targetclose (added)
  • oppo_type (removed)

This has changed the default fields within the following screen objects:

Opportunity Grid
Opportunity List

Within the Order screens and lists, the display of the following fields has changed.

  • comp_name (added)
  • orde_createddate (added)
  • oppo_type (removed)

This has changed the default fields within the following screen objects:

Orders Grid
Orders List
Orders List Box

For a complete description of the interface changes please refer to the Release Notes for Sage CRM 2021 R2.

Note: These changes do not apply to existing systems that are upgraded.

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