Sage CRM
Sage CRM 2014 R1 Software Support Sheet
No installation is required on the PC, laptop, or mobile device for core CRM functions, as the Web browser is usually pre-installed. Some features of CRM, such as Document
Drop, Reporting, and Classic Outlook Integration may require the installation of plug-ins and external applications. These are outlined below. As the application uses a Web
browser, the client hardware specification is determined by the minimum Web browser requirements for the client operating system.
Browsers
Document Plug-in
When working with Windows, all areas of Sage CRM
are fully supported in Internet Explorer (10 in
compatibility mode, and 11). The Main Menu area of
Sage CRM is compatible with Google Chrome (latest
version), and Mozilla Firefox (latest version).
Required for the Document Drop functionality, and to
edit MS Word merge templates and documents.
Only available when working with CRM in Internet
Explorer. Users must be administrators or power users
of their machine to install the plug-in.
When working with Mac, the Main Menu area of Sage
CRM is compatible with Apple Safari 6.
Adobe Reader
The following areas of the product are supported in IE
only: the Administration menu; Classic Dashboard;
Classic Outlook Integration; Lite Outlook Plug-in
(Cloud).
To view CRM reports in Adobe PDF format, Adobe
Reader must be installed on the client machine. The
Adobe
Reader
can
be
downloaded
from
www.adobe.com.
Microsoft Outlook Plug-ins
Adobe Flash Player
MS Outlook plug-ins available in the Cloud:
Some enhanced display options, such as greater depth
of color, are available in charts when Adobe Flash
Player is installed on the client machine. If Flash is not
available, the charts are displayed using HTML 5. The
Adobe Flash Player can be downloaded from
www.adobe.com.
•
Lite Outlook Plug-in – for Essentials and
Professional Editions
•
Outlook Plug-in for Classic Outlook Integration
– Professional Edition only
They are compatible with MS Outlook 2013 or 2010.
Both require users to be administrators or power users
of their machine and the .NET Framework to be on the
client. This is checked for during the install process
and installed if not present.
Microsoft Office applications
The data upload feature accepts files in *.XLSX
format, created by Microsoft Office Excel 2013 or
2010. Data Upload also accepts *.CSV files.
You can save mail merge templates that you create in
Microsoft Word in *.DOCX, *.HTM, and *.HTML
formats. Microsoft Word 2013 or 2010, or another
program that can open *.DOCX files, must be installed
in order to view merged documents.
Sage CRM 2014 R1 Software Support Sheet
Mobile Users
Your Sage CRM account can be accessed anywhere
through a standard broadband internet connection.
Sage CRM only delivers HTML and JavaScript to the
user's Web browser so it is ideally suited to this type of
usage.
Your Sage CRM Cloud account can be accessed
through various mobile devices. Sage CRM currently
supplies optimized viewing for the following devices:
Dedicated mobile apps for accessing contacts and
opportunities on the road, even without coverage, are
also available:
•
•
Sales CRM Sales Tracker for Windows 8
Sales CRM Sales Lite for iPhone (Professional
Edition only)
Resource Centre
•
•
•
•
•
•
•
•
•
•
•
•
•
Using hot keys in different browsers
Installing the Lite Outlook Plug-in
Working with the Lite Outlook Plug-in
Installing the Classic Outlook Integration Plug-in
Special Considerations in the Cloud for Classic
Outlook Integration
How data upload works
Mail Merge templates
Downloading the document plug-in
Report display options
Interacting with report charts
Mobile Guide (PDF)
Sage CRM Sales Lite for iPhone – User Guide
Sage CRM Cloud Mobile Feature Matrix
•
iPhone
•
Android™ phone
•
iPad and Android™ tablets
Sage CRM Cloud users can also use our dedicated
mobile portal at https://m.sagecrm.com/.
© Copyright 2014 Sage Technologies. All rights reserved. Version: SOF-CLO-ENG-141-1.0
page 1
Sage CRM
Software Support Matrix
Latest version also available at https://community.sagecrm.com/user_community/m/cloud_documentation/default.aspx
Client Operating System
Windows 8.1 Enterprise
Windows 8.1 Professional
Windows 8 Enterprise
Windows 8 Professional
Windows 7 Enterprise
Windows 7 Professional
Windows 7 Ultimate
32-bit
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64-bit
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Browsers
Internet Explorer 11
Internet Explorer 10 (compatibility mode only)
Firefox (latest version)
Chrome (latest version)
Safari 6 on Mac
Safari on iPad iOS 7.x
* Compatible with the Main Menu area of Sage CRM
** Some features not supported due to OS restrictions
32-bit


*
*
*
**
64-bit

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Third Party Integration (Outlook plug-in support)
Microsoft Office 365 home
Microsoft Office 2013 (Professional Edition only)
Microsoft Office 2010
32-bit



64-bit
The Sage CRM team endeavors to support the following:
Sage CRM 2014 R1 Software Support Sheet
© Copyright 2014 Sage Technologies. All rights reserved. Version: SOF-CLO-ENG-141-1.0
page 2