SageCRM 7.0 Features
Here is some of what’s coming in SageCRM 7.0, which is currently in Development Partner beta.
Theme Enhancements and New Branding
While the original, blue theme will still be available, there’s a new look and feel with an updated color scheme along with updated icons and more. It will also be easier to update the CSS file for custom theme modifications.
Interactive Dashboard
The dashboard in SageCRM 7.0 is a lot more flexible than in previous versions. The dashboard provides an iGoogle-type experience with the concept of a workspace, with drag and drop gadgets. Gadgets can feed information from multiple data sources, both external and internal. Gadgets can contain anything from filtered lists to external RSS feeds — they can even incorporate workflow.
Active Directory User Import
A batch of users can be quickly set up by importing users from Active Directory. User details can be updated from Active Directory by repeating an import.
Mixed Licensing (Outside of North America)
In countries in which concurrent licensing for SageCRM is available, named and concurrent users can now be mixed within the same system. Existing installs can be changed from concurrent to named and visa versa.
SData Provider
SData (Sage Data) is a standard that allows for sharing of data with third party applications in a read-only format. All primary and secondary entities can be exposed for SData access. An SData feed can also be used within the application — an example is showing a feed of price information withing the interactive dashboard.
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Steve Chipman is the founder and president of Lexnet Consulting Group, based in San Francisco. Lexnet is a leading value added reseller for CRM (customer relationship management) solutions.
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