March 2024 Sage CM Updates: Streamlining Your Experience

March 2024 Sage CM Updates: Streamlining Your Experience


Welcome to the latest SEM updates overview for March 2024. Join Tori as she guides you through the newest features and enhancements designed to improve your workflow. Keep this summary as a handy reference or a piece of digital art for your collection.




Login Page Redesign

The login page has been consolidated to include the company ID, username, and password all on one page, streamlining the login process.

Resource Center and Support Portal

The resource center now features a 'What's New' section accessible via a help button, providing easy access to release notes. Additionally, the support portal has been updated to allow ticket submissions once you request an account at sagecmsupport@sage.com

Checklist Enhancements

A new filter option in the checklists allows you to display only items that are open or closed, helping you to manage tasks more efficiently. You can also view the number of items in each checklist with added column options.

Alerts and Notifications

Alerts have been improved to exclude closed allowance packages, reducing clutter and focusing on relevant notifications.

Accounting and Invoicing

Prime invoices now feature a 'Release Retainage' option, streamlining the process of releasing funds and integrating seamlessly with the accounting link to your Intact system.

Conclusion and Further Steps

Although not extensive, the March 2024 updates bring exciting improvements to SEM, making daily tasks more intuitive and efficient. For a deeper dive into these features, don't hesitate to reach out to the support team or explore the resource center.



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