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Sage teams and integration partners have completed integration testing as of Tuesday 18 January 2022. Sage is on track to release Sage CRM 2022 R1 to the Sage regions on 28 January 2022. If you are preparing for a CRM upgrade or patch, this latest release is designed to streamline administration and support. Installing a new standalone Sage CRM package will make it easier to quickly configure your Sage CRM database, helping you set up a fresh environment with minimal effort.
Note: The exact release date in your country will be determined by your local Sage team after final go-to-market preparations. If your organisation plans to install standalone Sage CRM, confirm any local availability requirements. You can also check for Sage CRM setup and download information from your partner or local Sage team to ensure you have a comprehensive installation package for your business management solution.
Each Sage CRM release focuses on a specific area within the overall roadmap. Sage CRM 2022 R1 is centered on improvements in deployment and administration. These changes simplify offline CRM installations and make it easier to quickly search entities when streamlining leads, opportunities, cases or notes. The updated setup process supports a more focused quick search feature while maintaining robust functionality for everyday use, allowing seamless integration of Sage CRM into your workflow.
Developers have addressed over 30 issues in this release, detailed in the official Release Notes and upgrade patch documentation available from 28 January 2022. These notes outline how Sage CRM 2022 R1 improves performance and enhances user experience, enabling you to focus on nurturing leads and opportunities instead of troubleshooting software.
The new release adds support for MS SQL Server 2019 Express and MS Azure SQL Database, and continues to support SQL Server for broader deployment options. Whether you choose a standalone installation or update an existing system, Sage CRM now uses modern SQL database technology to meet your environment’s requirements.
Sage’s goal is for partners to install Sage CRM on SQL server instances they create. In the Sage Partner Cloud, partners can create and manage their own SQL Server instances and databases independently. Confirm with your local Sage team whether your accounting integration supports MS Azure SQL deployment. If you need a patch for an on-premise environment, coordinate with your partner to ensure proper execution of your CRM setup and download.
This release delivers significant improvements in deployment and administration, eliminates pain points and enhances integration capabilities for third-party solutions. With RESTful API enhancements and expanded mass delete functionality, Sage CRM continues to be a valuable business management solution for companies seeking to consolidate CRM processes and improve performance.
Sage CRM 2022 R1 also supports Windows 11. Please review the recent advisory for important information regarding Outlook Classic and Outlook Lite plugins: Advisory – Sage CRM, Windows 11 and Internet Explorer.
Highlights of Sage CRM 2022 R1:
- Over 30 cases resolved
- Enhanced deployment and administration experience
- Support for Azure SQL database
- REST API improvements
- Mass delete historic communications for easier housekeeping
- Change default log locations
- Update territory on leads, cases or opportunities
- Additional data integrity rules – no changes for users sharing one email address (watch for any check box disclaimers)
- Insert signature in replies and forwards
- Resizable table columns in email templates
- Auto-refresh of Calendar and Calendar List
- Display of version and license key information
- Refreshed eLearning
- Updated User Assistance
- Supporting content on Community
This release is important. Over the coming weeks, Sage will share articles and resources to help colleagues, partners and customers get the most out of the system. If you plan to complete a Sage CRM upgrade or a new installation, review the upgrade patch to access all new features, including mass deletion of older records. The new quick search feature also enhances user experience by providing more focused data lookups.
