AC 300 Guide - Revision history

Sagecrmw at 11:54, 8 June 2023

2023-06-08T11:54:57Z

← Older revision		Revision as of 12:54, 8 June 2023
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	[[File:sage300 touchpoints.png]]		[[File:sage300 touchpoints.png]]

			Each Entity has a touchpoint tab

			9. ARCustomer and other entity views

			Each entity as a summary screen.

			- AR Customer summary

			[[File:sage300 arcustomer main.png]]

			- AR Customer details (more sensitive detials)

			[[File:sage300 arcustomer details.png]]

			- Invoice summary

			[[File:sage300 invoice.png]]

			Each Entity has a number of tabs allowing you to drill down into the data

2023-06-08T11:51:49Z

← Older revision		Revision as of 12:51, 8 June 2023
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	3. and your connection configured		3. and your connection configured

			These steps have all been covered in this help system.

			1. Home screen

			[[File:sage300 home.png]]

			2. Home screen - Overdue

			[[File:sage300 overdue.png]]

			3. Email Matching

			When you select an email the system will try match this with an ARCustomer, APVendor, Invoice and Order based on the email address.

			If a match is found the details will show.

			[[File:sage300 arcustomer main.png]]

			4. Prospects

			If Email Matching fails the user is promopted to create a "Prospect" entity.

			This is not a Sage 300 entity and this data can be exported out of the system to be used also.

			[[File:sage300 new prospect.png]]

			5. Search

			A manual search can also be done and emails filed against those also.

			[[File:sage300 search menu.png]]

			6. Filing emails

			Clicking the "Save Email" button shows the dialog and the user enters reviews and clicks Save

			[[File:sage300 save email.png]]

			7. Logging calls

			Clicking the "Log Call" button shows the dialog and the user enters their details and clicks Save

			[[File:sage300 log call.png]]

			8. Touchpoints

			Filed emails and logged calls are saved as touchpoints

			[[File:sage300 touchpoints.png]]

2023-06-08T11:01:41Z

← Older revision		Revision as of 12:01, 8 June 2023
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	1. your Server module is installed and		1. your Server module is installed and

	2. you have the Outlook client installed		2. you have the Outlook client installed

	3. and your connection configured		3. and your connection configured

2023-06-08T11:01:33Z

← Older revision		Revision as of 12:01, 8 June 2023
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	~~coming soon~~...		At this point we assume

			1. your Server module is installed and
			2. you have the Outlook client installed
			3. and your connection configured

2023-05-12T15:13:08Z

Created page with "coming soon..."

New page

coming soon...