Sage CRM - Tips, Tricks and Components
Looking for functionality which would display Invoice tracking No. from Pro Series?
We have the routine which will get the Invoice Tracking Number from Pro Series into your CRM. The user will be provided with a tab called “Order Inquiry” against Company. By clicking on the tab a search screen will appear. The user will just have to click the filter button on the screen to display the details of Order Inquiry along with the “Invoice Tracking Number” of each record in order to keep track of each order with in the grid.
TagsACT Case Communication Company Configuration CRM7.0 CRMMIG Custom dashboard document Email Entity Field Goldmine GUMU GUMU integration GUMUMAS GUMU Tips IIS import INTEGRATION Lead library List MAS 90/200 migration opportunity Order Person Report Sage 100 ERP Sage CRM Sage CRM.com Sage CRM 7.0 Sage CRM 7.1 Sage CRM 7.2 Sage MAS 90/200 ERP Sage Saleslogix screen self service SSA territory Uncategorized Users workflow