In Sage CRM 2021 R2 the reporting pipelines have been updated with a modern, fresh design with fully customizable colours & styles. Over the next few releases, Sage will continue to enhance the User Interface for Sage CRM.
The new Rectangle design is the default appearance for the pipelines that can be displayed on the Opportunity List, Case List screens under the My CRM and Company/Person contexts.
The layout of the new rectangle pipeline is different. Within an Opportunity List, the summary information has been moved under the pipeline display.
The segments of the pipeline show the count of records at each workflow stage. When the pipeline is used to filter the records, the segment that is selected is clearly highlighted by a change of colour.
The colours used within the pipeline are configurable using CSS. How to do this is discussed in the Release Notes and in another blog article.
System Administrators can choose between using the new rectangle pipeline style or reverting back to using the older cylinder style of the pipeline.
This is done within the System Administration screens.
Administration > System > System Behaviour
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