In Sage CRM 2018 R3 – Sage 300 2019 integrated system, Sage has done numerous changes which we have explained in our previous blogs. Refer Related Posts section for more details on new features of Sage CRM 2018 R3 – Sage 300 2019 integrated system.
New Stuff: Duration column in Tracking tabs within Sage CRM
In the earlier versions of Sage CRM, when customer is promoted to Sage CRM you were able to view additional tabs like A/R Inquiry, O/E Inquiry etc are visible to native Sage CRM Company entity tabs. However in Sage CRM 2018 R3 integrated system with Sage 300 2019, Sage has introduced an additional tab “Customer”.
Basically Customer tab displays Customer Summary directly from Sage 300. In this versions, Sage CRM user can view below Real Time information of customer directly on the fly from Sage 300.
- Address
- Contact
- Processing
- Invoicing
- Option Fields
- Statistics
- Activity
- Credit Status
In earlier versions, users were not able to view above mentioned data within Sage CRM.
About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.