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Sage CRM 2023 R1: Released to the regions

Sage CRM 2023 R1 was released to the regions today Wednesday, 5th April 2023. 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 the customer cases resolved and the key enhancements addressed in Sage CRM 2023 R1.

This version has delivered the following features:

The changes in Sage 2023 R1 have mainly focused on extending the Email and Contact Import feature that was introduced in Sage CRM 2022 R2 and on completing the refreshment of the main user interface

There is a brand new feature called the Company Narrative that will generate an executive summary of all interactions with a company in Near Natural Language using Deterministic AI.

Some of the other changes we have brought to Sage CRM 2023 R1 are

  • Editing merged documents
  • Updated SDK Installer and .NET code snippets
  • Advanced Customization Wizard updates
  • Updates to the Client-Side API
  • User interface refresh continued
  • Accessibility Enhancements and review of Admin Screens

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 article applies to Sage CRM stand-alone and when integrated with Sage accounting products. Sage 50, Sage 100, Sage 200, Sage 1000, Sage 300, Sage X3 and Sage Intacct.

Please note:

  • All environments, configurations, integrations, and 3rd-party software that are supported by Sage are documented in the help and guides published on Sage CRM Help Center.
  • Any environments, configurations, integrations, and 3rd-party software that are not documented here have not been tested, and are therefore not supported by Sage.