What s New in Sage CRM v7.1 SP2 Video Transcript May We're going to take you through What's New in Sage CRM v7.1 SP2

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1 Time stamp Transcript 1. 00m00s 00m10s Hi, I'm Diana. And I'm Phil. We're going to take you through What's New in Sage CRM v7.1 SP m11s 01m07s Let's look at Cross-Browser Compatibility The overall user experience and functionality throughout the Main Menu is consistent across Chrome, Safari, Firefox and IE. Core features which required a plug-in in IE, such as Document Drop and Mail Merge, have been enhanced to provide improved functionality across all browsers. There are a couple of other differences to look out for in the main menu: hot keys such as Alt + F to Find behave differently. For example in Chrome, you can use Alt + Shift to access most of these shortcuts. The Send Using Outlook button is only supported in IE. Outside of the main menu, there are some areas of the product which are currently only supported in IE. These include: The Administration menu, and a number of other plug-in dependent and add-on features such as Classic Outlook Integration, Solo and CTI. Page 1 of 6

2 3. 01m08s 01m48s Let's look at the mail merge enhancements. Do I need a plug-in to perform a mail merge? Mail merge is a server-side process where no plug-in is needed. Navigate to the Documents tab in the context where you want to perform the mail merge. Select Start Mail Merge. and select the template to merge. Add your own custom text or merge fields. Select "Merge and Continue". In the final step, you can choose whether or not to create a communication with the merged document as an attachment m49s 02m29s How do I set up a new template? All users can create templates for their own use. Navigate to the Documents tab in the context where you want to access the template. Select Start Mail Merge. Then "Create Template". Enter the text and merge fields. Select Save Template. Page 2 of 6

3 5. 02m30s 03m18s How do I make a template available to other users? You need to be an Administrator or Info Manager with and Template rights. Go to the Documents tab in the context where you created your new template, and select Start Mail Merge. Click on the paperclip icon next to the template. Save the source on your desktop. Go to Administration, and Documents, Document Templates, and select "Add File". Select the template to upload. Set the entity drop-down to the entity where you want the template to be available during a merge. And save m19s 03m52s Can I still use pre-sp2 MS Word templates? Yes, you can. Go to the context where you want the Word document to be available, and select "Start Mail Merge". Click the Add Local Template or Image button. Select the Word file. Make sure you set the entity to the current entity. And Save. The Word document is displayed in the list of templates and you can go ahead and carry out a merge. Page 3 of 6

4 7. 03m53s 04m14s I ve created a new custom entity. Can I mail merge from there too? The System Administrator must select "Has Communications" and "Has Library" during the Advanced Customization Wizard steps. Once the custom entity has been created, navigate to the Documents tab. And select Start Mail Merge m15s 05m31s Let's look at the Document Attachment enhancements. How do I attach four files to a customer record in CRM? Select the Documents tab, Click Add File. Select the files to add. The files are displayed in a list below the Document Details panel. Select the Create Communication check box if you want to automatically create a communication along with the document entry. Click on the Save button. All valid files are saved as Document entries. If you selected the Create Communication check box, you also see the completed communication record on the company Communications tab. The document entries can be accessed from the Attachments tab within the communication. Page 4 of 6

5 9. 05m32s 06m19s Can I attach multiple documents to a single task? You can this in all browsers. In IE and Safari, you'll need to upload them one at a time. Open the customer record. Go to the Communications tab, and select "New Task". Fill in the Subject, and select Add Attachment. Select Add File, and select the files to upload. Then save. The attachments are displayed in the Attachments tab on the task m20s 06m45s Can I view attachments without having to drill down? You can open a document from the list level anywhere where you see the View Attachment paperclip icon. For example, click on the View Attachment paperclip icon from the Communications tab. If more than one file is attached to the task, select the file from the pop-out list first. The selected document is opened without any further drill-down into the record m46s 07m24s Can I drag and drop into the Documents area? In Internet Explorer you can use the Document Drop feature. In Chrome and Firefox, you can use the "Drop files here" area. Reduce the size of the CRM browser window. Then drag one or more files from your desktop onto the "drop files here" area. The arrow is highlighted when the files are over the drop "zone". Click Save. Page 5 of 6

6 12. 07m25s 07m50s How do I prevent users from uploading potentially harmful files? The System Administrator can limit the type, size, and number of files for upload. Go to Administration, and Documents, and select Documents and Reports Configuration. Click Change. Edit the settings m51s 08m25s Let's look at Library Management. What is Library Management? Library management is a simple interface for managing library storage in Administration, and Documents, Library Management. Filter the list of library items by different types from the View drop-down. Click on the pipeline segments to change the filter in the Library items list. Select items for deletion. And click Delete m26s 08m36s Thanks for watching. You can find more great resources on our community site and via our social media links. Page 6 of 6

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