With the release of Sage CRM 2025 R1, Sage has made available two valuable implementation resources to help system administrators and developers better manage, customise, and extend their Sage CRM implementations.
Whether you are upgrading from a previous version or implementing Sage CRM for the first time, these references provide critical insight into the metadata, screens, and database structure that underpin the system. These updates reflect only minor changes from Sage CRM 2024 R2, but the resources remain essential for ensuring a smooth and informed development experience.
Sage CRM 2025 R1 – Column, Screen & List Reference
This spreadsheet offers a detailed overview of how key system components are structured, making it an invaluable “atlas” for anyone working within the CRM environment.
What it covers:
- Columns of Primary Entities: Understand fields associated with leads, companies, people, opportunities, and cases.
- Screens Overview: Includes filterbox, entry, and search screens used across the system.
- Fields in Screens: Easily locate which fields are shown where—crucial for layout and validation changes.
- Lists and Fields in Lists: Track how data is displayed throughout Sage CRM in grids and reports.
Why it's useful:
- Plan screen changes and new fields with confidence.
- Ensure consistency when customising data presentation.
- Reduce duplication and errors when extending entity functionality.
- Aid accurate data mapping during system integrations.
Whether you're introducing customisations, modifying workflows, or preparing a new deployment, this reference gives you the clarity needed to work smarter and faster.
Sage CRM 2025 R1 – Metadata and Database Changes
This companion spreadsheet catalogues all the key metadata and database updates between Sage CRM 2024 R2 and Sage CRM 2025 R1.
What it includes:
- Newly added or removed tables, columns, views, screens, lists, and tabs
- Data type changes and new system parameters
- Additions to system actions, workflow rules, captions, and edit definitions
Ideal for:
- Assessing impact before an upgrade
- Verifying dependencies for integrations and extensions
- Aligning customisations with the latest system structure
Even with only modest changes in this release, the documentation helps ensure that nothing gets overlooked when upgrading or aligning your customizations with the new version.
Ready to Download
Both resources are now available in the Sage CRM 2025 R1 Download Section on the Sage Community Hub. These files are essential additions to every Sage CRM consultant’s toolkit.