{"id":27699,"date":"2019-12-23T11:29:59","date_gmt":"2019-12-23T11:29:59","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=27699"},"modified":"2024-05-02T05:09:05","modified_gmt":"2024-05-02T05:09:05","slug":"new-feature-to-create-multiple-contacts-for-customers-and-vendors-in-sage-300-v2020-pu1-desktop-version","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/12\/23\/new-feature-to-create-multiple-contacts-for-customers-and-vendors-in-sage-300-v2020-pu1-desktop-version\/","title":{"rendered":"New Feature to create multiple contacts for customers and vendors in Sage 300 v2020 PU1 \u2013 Desktop Version"},"content":{"rendered":"\n<p>As we all knows that the sage\nintroduces new features\/Improvements in its old functionality with the releases\nof new patches. Sage 300 has released the product update 1 for the 2020 version\nof Sage 300. <\/p>\n\n\n<p style=\"text-align: justify;\">With this release, Sage 300 also introduced the new feature of Multiple Contacts for Customers and Vendor. Now user can enable multiple contacts using \u201cMultiple Contacts\u201d module and further can set the multiple contacts to respective Customer in AR and Vendor in AP.<\/p>\n\n\n<p>New Stuff:- <a rel=\"noreferrer noopener\" aria-label=\"How to use security authorization for non-admin users (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/12\/23\/how-to-use-security-authorization-for-non-admin-users\/\" target=\"_blank\">How to use security authorization for non-admin users<\/a><\/p>\n\n\n\n<p>You can refer below link to get more information of how to install multiple contacts module with new patch.<\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" aria-label=\"How to install the multiple contacts screen in sage 300 v2020 PU1 (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/12\/23\/how-to-install-the-multiple-contacts-screen-in-sage-300-v2020-pu1\/\" target=\"_blank\">How to install the multiple contacts screen in sage 300 v2020 PU1<\/a><\/p>\n\n\n\n<p>Kindly follow below navigation to add multiple contacts detail in sage 300 V2020 PU1.<\/p>\n\n\n\n<p>Go to Common service &gt;&gt; Multiple Contacts &gt;&gt; Contacts Screen. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/3-1.jpg\" target=\"_blank\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/12\/Multiple-Contact-Path.png\" alt=\"Multiple Contact-Path\"><\/a><\/p>\n\n\n\n<p>Refer below screenshot to check full view of Contact screen which will allow user to add contacts with the other details. I.e. Name of the contact, Address, Phone number, etc. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/3-1.jpg\" target=\"_blank\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/12\/Contact-Screen.png\" alt=\"Contact Screen\"><\/a><\/p>\n\n\n\n<p>Contact screen will also allow user to set the optional field using the optional field tab. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/3-1.jpg\" target=\"_blank\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/12\/Multiple-contact-Optional-Field-tab.png\" alt=\"Multiple contact-Optional Field tab\"><\/a><\/p>\n\n\n<p><\/p>\n<p style=\"text-align: justify\">All the created contacts will then set in to AR Customer screen and AP Vendor screen. Also same contact can be set for both the customer and vendor. <\/p>\n<p><\/p>\n\n\n<p>Follow below links to check setting of multiple contact in AR Customers and AP vendors  :<\/p>\n\n\n\n<p>1- Multiple contacts setting to AR customer :-<\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" aria-label=\"How to set multiple contacts in to AR customer Screen (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/12\/23\/how-to-set-multiple-contacts-in-to-ar-customer-screen\/\" target=\"_blank\">How to set multiple contacts in to AR customer Screen<\/a><\/p>\n\n\n\n<p>2-  Multiple contacts setting to AP Vendor :- <\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" aria-label=\"How to set multiple contacts in to AP Vendor Screen (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/12\/23\/how-to-set-multiple-contacts-in-to-ap-vendor-screen\/\" target=\"_blank\">How to set multiple contacts in to AP Vendor Screen<\/a><\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Greytrix<\/a>&nbsp;&#8211; a globally recognized and one of the\noldest Sage Gold Development Partner is a one-stop solution provider for Sage\nERP and Sage CRM organizational needs. Being acknowledged and rewarded for\nmulti-man years of experience, we bring complete end-to-end assistance for your\ntechnical consultations, product customizations, data migration, system\nintegrations, third party add-on development and implementation competence.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>&nbsp;offers unique GUMU&#x2122; integrated solutions of&nbsp;&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300 with Sage CRM,<\/a>&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\">Salesforce.com<\/a>, Dynamics 365 CRM and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/ecommerce-magento-integration\">Magento eCommerce<\/a>&nbsp;along with Sage 300 Migration from&nbsp;<a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works<\/a>. We also offer best-in-class&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-erp-development\">Sage 300 customization and development services<\/a>&nbsp;and integration services for applications such as&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-integration-services\">POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a>&nbsp;and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using sData and web services &nbsp;to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greymatrix-apparel-solution\">GreyMatrix<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-attachement\">Document Attachment<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-numbering\">Document Numbering<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/auto-bank-reconciliation\">Auto-Bank Reconciliation<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/purchase-approval-system\">Purchase Approval System<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/three-way-po-matching\">Three way PO matching<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/bill-of-lading\">Bill of Lading<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/vat-middle-east\">VAT for Middle East<\/a>. The GUMU&#x2122; integration for Dynamics 365 CRM \u2013 Sage ERP is listed on Microsoft Appsource with easy implementation package.<\/p>\n\n\n\n<p>For more details on Sage 300 and Sage 300c Services, please\ncontact us at&nbsp;<a href=\"mailto:accpac@greytrix.com\">accpac@greytrix.com<\/a>,\nWe will like to hear from you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As we all knows that the sage introduces new features\/Improvements in its old functionality with the releases of new patches. Sage 300 has released the product update 1 for the 2020 version of Sage 300. With this release, Sage 300 also introduced the new feature of Multiple Contacts for Customers and Vendor. Now user can\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/12\/23\/new-feature-to-create-multiple-contacts-for-customers-and-vendors-in-sage-300-v2020-pu1-desktop-version\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[3393,3390,3386,959,3392,1709,2324,3378,3394],"class_list":["post-27699","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-contact-details","tag-contacts","tag-customer-contact","tag-features","tag-multiple-contact","tag-new-feature","tag-sage-300","tag-sage-300-v2020-pu1","tag-vendor-contacts"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>New Feature in Sage 300 v2020 PU1- Desktop Version<\/title>\n<meta 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