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Sage CRM 2022 R1: Released to the regions

Sage CRM 2022 R1 was released to the regions today Monday, 31st January 2022. The software has passed its QA process and has been issued as 'GA' to each of the Sage teams globally. Each Sage region is responsible for scheduling the release of the software in their territory because of the need of taking different accounting integrations into account. As a consequence, the local release date of the software is down to each local Sage team.

Please contact your local Sage support team to check when they will give you access to the software.

The Release Notes for the new version list over 30 customer cases resolved and numerous key enhancements addressed in Sage CRM 2022 R1 with a focus on deployment and an improved Administration experience.

The release will be supported by

  • Refreshed eLearning
  • Updated User Assistance
  • Supporting content on Community

All the changes are described in the Help Center.

This version has delivered the following features:

Support for Azure SQL database

  • to allow customers increased freedom to install their data where they want and how they want.
  • to get the best value data storage option.
  • to take advantage of the features of the Sage Partner Cloud (where supported) including automatic backups and elastic sizing.
  • to move to cloud serves at your own pace.

REST API improvements

  • that allow more targeted search options.
  • improved clarity in how to best use the API effectively.

Mass delete of historic communications

  • to clear down redundant historic communications to improve system response and performance.
  • to make sure the system contains only the data you need.

The ability to Change default log locations

  • to allow the best use of disk space and improve ease of access

Update territory on Leads, Cases, or Opportunities

  • to swiftly and easily allow a System Administrator to reassign groups of Leads, Cases and Opportunities to new security territories without the need to run SQL statements.
  • to allow data to be updated and realigned as business needs change.

Additional data integrity rules – no changes to users sharing one email address

  • to help ensure integrity around email addresses used to uniquely identify users for notifications in Sage CRM.
  • to help integrate Sage CRM with 3rd party systems where email addresses are used as the unique identifier.

Insert signature in replies and forwards

  • to give a user better control over the information shared in emails.

Resizable table columns in the email (HTML) templates

  • to allow the users to layout emails and HTML documents in the way they want.
  • to improve the layout of information in a tabular format in emails and documents.

Auto-refresh of Calendar and Calendar List

  • to keep the display of meetings and calendar up to date.
  • to have the calendar refresh at the interval that the customer determines.

Display of version and license key information

  • to give system administrators the information they need where they need it.
  • to help ensure customers stay current on the supported versions to improve the security and value of their system.