CRX id
aocklehblaejhbggogphejkaoncepmaj
aocklehblaejhbggogphejkaoncepmaj
Description from extension meta
View your Customers, Orders, Invoices and more. View and File Emails.
Image from store
Description from store
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) **
Statistics
Installs
2
history
Category
Rating
0.0 (0 votes)
Last update / version
2024-09-22 / 1.3.2
Listing languages
en-US