Service Manager / Sage 300 Version Compatibility and Upgrade Path

Version Compatibility

Service Manager versions are consistent with Sage 300 version numbers. i.e. versions must always be identical. E.g. 2016 for Sage 300 2016 and so forth.
Occasionally we do release a “B” version that will work with the same version of Sage. e.g. 6.0A and 6.0B will work with Sage 300 2012.

Please note that support for all versions prior to Service Manager 2018 has been discontinued in line with Sage Support Policy N-2 (where N is the current version).

Upgrade Path

  1. Select your current Service Manager version from the Upgrade Path (From) Column.
  2. Select the Service Manager version you wish to upgrade to from the (To) Service Manager version row.
  3. If there is a tick where the From column meets the To row then you can upgrade directly. If there is no tick then you must upgrade to another compatible version before upgrading to your desired Service Manager version.
For example if you are currently on Service Manager version 5.6B and wish to upgrade to version 2021 then you must upgrade to version 6.0A, 6.0B or 2014 before upgrading to 2021.
If you are using a version of Service Manager earlier than 5.3A, you must upgrade to either 5.3A, 5.3B, 5.4A or 5.5A before upgrading to 5.6A or later.

Sage CRM Compatibility

The Technisoft Employee Web Portal product includes all necessary components for integration with Sage CRM.  Currently, only CRM versions 7.0 through 7.3, and CRM versions 2017 through 2021 are supported.  Earlier versions will not be supported, but please contact Technisoft directly for details regarding later versions of Sage CRM if they are not listed here.
For information regarding Sage 300 and Sage CRM Integration Compatibility please refer to this article in the Sage Knowledgebase.
If you do plan to upgrade Sage CRM then you may also need to upgrade both Sage 300 and Technisoft Service Manager as well.  To determine if this is so, refer first to the afore mentioned Sage Knowledgebase article, and then if Sage 300 needs to be upgraded refer to Version Compatibility chart at the top of this page to determine whether or not Service Manager will also need to be upgraded.
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