Accelerator for Sage 100
CRM Together에 의해
Sage 100 Customers can now surface their Customer data (and more) without leaving Microsoft Outlook.
Sage 100 Customers can now surface their Customer data (and more) without leaving Microsoft Outlook.
*** Key Benefits ***
-Visibility of Sage 100 data in Microsoft 365 Outlook without a user logon
-Bridges the gap between the Sales Team and Accounts
-Custom CRM layer incorporated to enable users to file emails and calls against customer records
*** Key Features ***
Search:
-AR Customers
-AR Customer Orders
-Invoices
-AR Customer Contacts
-AP Vendors
-Items
Within AR Customers view:
-Orders
-Invoices
-Payments
-Contacts
-Touchpoints
-Memo's
-Items Purchased Report
Within AP Vendors view:
-Details
-Memo
-Touchpoints
Within Items view:
-Product details
-Stock Levels
-Stock locations/levels
Within Orders view:
-Details
-Line Items
-Touchpoints
Within Invoices view:
-Details
-Line Items
-Touchpoints
-Payments
You can also File important Emails and Log Call/Message notes against the AR Customer/Orders/Contacts/Invoices and AP Vendors.
New Prospects can also be created.
For more information see our help at: https://acs100.crmtogether.com/
** Requires that you have Sage 100 and our Server Module installed (which requires an additional purchase from CRM Together) **
앱 기능
- 인터넷을 통해 데이터를 보낼 수 있음
- 이 앱은 본문, 제목, 보낸 사람, 받는 사람, 첨부 파일 정보와 같은 활성 메시지의 개인 정보에 액세스하고 개인 정보를 수정할 수 있습니다. 이 앱은 이 데이터를 타사 서비스에 보낼 수도 있습니다. 사서함의 다른 항목은 읽거나 수정할 수 없습니다.