Accelerator for Sage 300
作者 CRM Together
Sage 300 Customers can now surface their Customer data (and more) without leaving Microsoft Outlook.
Sage 300 Customers can now surface their Customer data (and more) without leaving Microsoft Outlook.
*** Key Benefits ***
-Visibility of Sage 300 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
-Contacts
-Touchpoints
-Notes
-Comments
-Payments
-Items Purchased Report
Within AP Vendors view:
-Details
-Contacts
-Touchpoints
-Notes
-Comments
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://acs300.crmtogether.com/
** Requires that you have Sage 300 and our Server Module installed (which requires an additional purchase from CRM Together) **
应用功能
- 可通过 Internet 发送数据
- 此应用可访问和修改活动邮件中的个人信息，例如正文、主题、发件人、收件人和附件信息。它可能会将此数据发送给第三方服务。无法读取或修改邮箱中的其他项目。
