Client software considerations

A web browser is required to use core Sage CRM features and is usually pre-installed on the client.

The following Sage CRM features require external applications to be installed on the client machine.

• Adobe Reader is required to view Sage CRM reports in Adobe PDF format. You can download Adobe Reader from www.adobe.com.
• Data upload and mail merge require Microsoft Office applications. Data upload accepts *.XLSX files created by Microsoft Office Excel 2007 or later, and *.CSV files. Users can save mail merge templates created in Microsoft Word as *.DOCX, *.HTM, and *.HTML files. Microsoft Word 2007 or later, or another program that can open *.DOCX files must be installed to view merged documents.
• Charts generated by Sage CRM are displayed using HTML5.