Send Sage 300 documents to multiple contacts with v2020
Finally- you can now send your Sage 300 documents to multiple contacts. Prior to Sage 300 version 2020, this was not possible, but it has been one of the most highly requested features of Sage 300 ERP. Thank you, Sage 300 development team!
DataQuest Principal Mark Binkley shows you through the benefits in nine minutes:
Typically, customers would use Sage CRM to profile all the contacts at a specific company. That way, you can decide whom at a certain company receives the Order Confirmations, whom receives Invoices, and so on.
With this release, the contacts you create in Sage 300 with the “multiple contacts” functionality will also be integrated to Sage CRM
However, sending Sage 300 documents to multiple contacts will also be useful for customers who do not use the integration with Sage CRM. You’ll now be able to configure Sage 300 to email A/P, A/R, O/E, and P/O documents to any of the contacts at a given customer or vendor.
Other notable enhancements in Sage 300 version 2020 include:
- A fresh look for Sage 300 Web Screens
- Admins can forcibly sign out users to get exclusive access
- More Company fields in Sage CRM are now synchronized with Sage 300
Interested? Please call on us when you’re ready to upgrade to version 2020.
DataQuest will help bridge your current system with the goals and interests you have. We will architect a solution that delivers concrete benefits from your investment.
From helping you see the areas of potential growth, to applying these tools throughout the system, we will help your company thrive with Sage 300 ERP.