SAGE Online 17

Created with you in mind

The new SAGE Online 17 includes over 185 new features and enhancements. From an updated look and feel to upgrades including new search criteria and filters, increased functionality in the presentations area, and plenty of new features in Project Management, there’s something for everyone!

We’ve also implemented several customer-requested features like the ability to send invoices with payment links through Order Management and add client text messaging preferences in the CRM module.

WATCH THE WEBINAR TRY FREE TODAY

Product Searching

Canadian-Friendly product search criteria option. This is a mix of all the Canada-related search options we already have.
Decoration Available search filter option that excludes products that cannot be decorated by the supplier.

Project Management

Add "Sample" and "Artwork" as a standard workflow step
Now remembers project dashboard filter and sort settings
Excel export and printing of project dashboard
Set whether or not your clients can see the activity notes in their client dashboard
Edit or delete your own activity notes
Copy activity notes to clipboard
Text search filter for activity notes
Filter activity history by workflow step or to show notes only
Support for unlimited number of shipments for a project

Edit PDF or EPS proof
Send project updates "from" the account exec if email is hosted by SAGE
Customize colors in customer emails for project notifications
Shows project description when hover over the project name
Add additional text to client emails
Enable or disable client dashboard option by client or project
Allow payment through dashboard option (using SAGE Payment Processing)
Customize colors for client dashboard

Presentations

Specify which template you want to use when you are creating a presentation
Added new functionality to the tile view so you can rearrange products by drag and drop or drag products to other presentations, orders, email, or publication
Option to show or hide all items in presentation (now you see them, now you don’t!)

CRM

Go to client or project directly from task snapshot list
Set a particular client logo as their primary company logo
Map to client office
Text message preferences for client contacts

Order Management

Invoice includes link for payment. This link will take them to the client dashboard so they can pay directly on your website. Show me the money!
Project links included in all client-facing forms
Filter option to include all forms with a follow-up regardless of status or date
Option in setup to BCC other email addresses when sending to supplier

Email Campaigns

Sort email campaigns dashboard list by column headers
Drag and drop or right-click and copy products from presentation to email design
Drag and drop items to reorder them in the email design

Customize the scheduling of the email campaigns with more specificity. Now you can schedule a campaign for a specific day of the week
Option to schedule email campaign to go to next business day for schedule

Print Studio

Custom digest and large catalogs can have up to 40 pages
Drag and drop items to reorder products in the catalog
Added ruler for cover designer
Drag and drop or right-click and copy products from presentation to publication

Say hello to