Overview
View your Customers, Orders, Invoices and more. View and File Emails.
Sage 300 Customers can now surface their Customer data (and more) without leaving Google Gmail. *** Key Benefits *** -Visibility of Sage 300 data in Google Gmail. -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 (Emails, Call notes) -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 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) **
Details
- Version1.3.2
- UpdatedSeptember 22, 2024
- Size447KiB
- LanguagesEnglish (United States)
- DeveloperTogether Software LtdWebsite
3015 Lake Drive Dublin, Co. Dublin D24 DKP4 IEEmail
marc@crmtogether.comPhone
+353 86 811 3327 - TraderThis developer has identified itself as a trader per the definition from the European Union.
- D-U-N-S896744583
Privacy
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes
Support
For help with questions, suggestions, or problems, visit the developer's support site