Atlantic DataSystems: Sage Web Chat for Contact Management
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Monthly Web Chat with Calvin O’Driscoll February 14, 2013
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Transcript of Atlantic DataSystems: Sage Web Chat for Contact Management
Monthly Web Chat with Calvin O’Driscoll
February 14, 2013
Agenda
• GoToMeeting housekeeping
• Overview of Sage CRM Contact Management
• Demonstration of Working with Sage CRM contacts
• Demonstration of Customizing a Sage CRM screen layout
• Q & A
Housekeeping
• During the Webinar, all attendees will be muted and placed in listen only mode. I will open the lines at the end of each section and address questions. I will open the lines again during the Q&A session.
• If you have a question, you may also enter it in the chat window and I will answer promptly during the Q&A session.
Contact Management
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.
Contact Management
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.
Contact Management
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.
Contact Management
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.
Contact Managment
Working with Communications:
• Add an appointment.
• Send an email.
• Add a document.
• Search and filter communications.
Contact Managment
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.
Contact Managment
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.
Contact Managment
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.
Q & A
Contact Details: Calvin O’Driscoll, ERP Manager
(709) 726 – 8347 ext. 419 [email protected]
For support:
