Sage CRM Contact Management

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Web Chat with Calvin O'Driscoll - ERP Manager

Recorded Date: Feb 14th, 2013

Contents Include:
- Overview of Sage CRM Contact Management
- Demonstration of Working with Sage CRM contacts
- Demonstration of Customizing a Sage CRM screen layout

Contact Management Notes:
- Out of the box Sage 300 ERP (Accpac) and Sage CRM integration allows you to maintain a single database.  This will create efficiencies and save money for you organization.
- Store unlimited number of companies and people in your Sage CRM solution.
- Ability to add and modify screens that will meet your organizations specific requirements.
- Ability to create ad hoc reports and groups.
- Ability to add any document type and file email from MS Outlook.

Searching for a Company or Person:
- Click Find button on menu bar.
- Select entity you would like to search on. We will use company and person for our example.
- Enter search criteria, and click Find button or press enter key on your keyboard.
- Select item from grid to display the data.

Adding a New Company and a Person:
- Click New button on menu bar.
- Enter company name, and click Enter Company Details button.
- Enter all required data.
- Click Save.

Attaching a Document to a Company:
- Open a company record within Sage CRM.
- Click Documents tab.
- Click New.
- Enter required document properties.
- Attach file.
- Click Save.

Working with Communications:
- Add an appointment.
- Send an email.
- Add a document.
- Search and filter communications.

Creating a Group:
- Click My CRM button on menu bar.
- Click Groups tab.
- Click New Group.
- Enter name, description, type, entity, source view, available to, and click Continue.
- Enter group properties, and click Continue.
- Enter search criteria for list, and click Continue.
- Click Save.

Creating a report:
- Click Reports button on menu bar.
- Click General, and New button.
- Enter name, source view, category, report type, report style, rows per page, description, and any additional options.
- Add fields for contents, search criteria, sorting, and click Continue.
- Enter search criteria for report, and click Continue.
- Configure report layout, and click Save.

Modifying  the Company Summary Screen Layout:
- Click on Administration menu, and click Customization from the menu.
- Click Company.
- Add a new field.
- Click Screens tab and select inline customization.  Then go back to Main Menu, and open a company record.
- From Summary tab select customize screen from the Company block.
- Add the newly created field to the screen, and Save change.



The Full Process:
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Download The Full Process In PDF Format


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