Accelerator for Sage 300
作成者: 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) **
アプリの機能
- インターネット経由でデータを送信できます
- このアプリは、アクティブなメッセージの、本文、件名、送信者、受信者、添付ファイル情報などの個人情報にアクセスして変更できます。メールボックス内の他のアイテムの読み取りや変更はできません。個人情報の管理および処理方法の詳細については、開発者のプライバシー ポリシーを確認してください。
概要
CRM Together のその他のアプリ
OutlookOutlookOutlookOutlookOutlook