What’s new

This release provides new features and enhancements in the following areas:

• Document Drop – Now available in all browsers supported by Sage CRM. Users can also drag and drop emails from Outlook in all supported web browsers.
• Mailchimp® – Automatic detection of duplicate email addresses. To ensure that a Person, Company, or Lead record being added to the system has a unique email address, system administrators can now use a new Detect duplicate emails option.
• Outlook plugins – We have removed ActiveX as a dependency for the installation of the Lite and Classic Outlook plugins. Users may now download and install Outlook plugins in any web browser supported by Sage CRM. The Outlook plugins are deployed using Windows Installer (.msi) files.
• Support for new software – You can use Sage CRM on mobile devices running iOS 13, Android 10 and 9. You also can now install and use Sage CRM on an AWS EC2 instance.

Sage CRM version 2020 R1 also includes several fixes for reported issues and information about discontinued features. For exact details on what is included in the release, please refer to the Release Notes.

Download instructions

Important: If you use third-party products that integrate with Sage CRM, check with the vendor of your third-party product to ensure their product is fully compatible with this release. If you integrate with other Sage products, check with your business partner or Sage to ensure that these components are compatible.

To upgrade, contact your Sage business partner or download the product update from the Sage Knowledgebase:

1. Click the following link to download and install the update:

Download Sage CRM 2020 R1

2. If you are prompted to log on, enter your Customer Portal Username and Password, and then click Log on.
3. Click the appropriate link below to download and install the Sage 300 integration component:

Download Sage 300 2020 PU1 Integration for CRM 2020 R1

Download Sage 300 2019 PU4 Integration for CRM 2020 R1

For more information on compatibility for supported versions of Sage 300 and Sage CRM, see the Sage 300 and Sage CRM Integration Compatibility Chart.

To access Sage CRM help documentation, guides or software requirements, visit http://help.sagecrm.com/category/2020-r1/.

Need help?

Visit our Sage City Customer Resources page for additional resources, including links to support options like Live Chat and Online Case submission, the Sage Knowledgebase, Sage University, and more.