v7.0 Now Available

By: | Category: clients now have the option to upgrade to v7.0. This version introduces many new features as well as many quality improvements throughout the product.

What’s new in v7.0?

Enhanced Mobile Support, including iPhones v7.0 offers several enhancements for mobile devices, including support for the Apple iPhone.

Related Entities
Now you can see a graphical representation of many-to-many relationships between, for example, companies and opportunities.

Enhanced Email Editor
The Email Editor has been updated to include enhanced formatting options such as the ability to add tables, preview emails, and print options.

Address Links
You can view and edit relationships between an address and other entities from the Address Links page.

Theme Enhancements and New Branding v7.0 has an updated “look and feel” with different colors, icons, tabs, and more, making it even easier to use.

Enhanced Solo Filtering
The Solo Client available to v7.0 customers now allows administrator and end-user defined profiles. This increases the performance of the offline client as fewer records need to be synchronized.

Quote and Order Enhancements
Take advantage of many improvements to Quotes and Orders, including the ability to customize Quote and Order Item grids.

Upgrade Schedule

*We HIGHLY recommend that prior to upgrading, system administrators notify their users. clients  will have the ability to upgrade their account beginning today, August 19, 2010, by logging in to their account and navigating to Administration -> System -> Upgrades. Upgrades will take approximately 30 minutes from the time the upgrade option is selected. During this time users will be unable to access the system.

Clients who do not select the upgrade option between August 19 and September 2, 2010 will be scheduled for an automatic upgrade.

Larger clients with more complex implementations will be upgraded via a hand-held manual process executed by Sage.Those clients will be notified of the exact day and time of their scheduled upgrade so they may notify their users of the planned system maintenance.

If you have any questions about the upgrade process, please contact our helpdesk.