AC 300 Guide
At this point we assume
1. your Server module is installed and
2. you have the Outlook client installed
3. and your connection configured
These steps have all been covered in this help system.
1. Home screen
2. Home screen - Overdue
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.
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.
A manual search can also be done and emails filed against those also.
6. Filing emails
Clicking the "Save Email" button shows the dialog and the user enters reviews and clicks Save
7. Logging calls
Clicking the "Log Call" button shows the dialog and the user enters their details and clicks Save
Filed emails and logged calls are saved as touchpoints
Each Entity has a touchpoint tab
9. ARCustomer and other entity views
Each entity as a summary screen.
- AR Customer summary
- AR Customer details (more sensitive detials)
- Invoice summary
Each Entity has a number of tabs allowing you to drill down into the data