{"id":4032,"date":"2013-09-24T09:27:15","date_gmt":"2013-09-24T09:27:15","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=4032"},"modified":"2025-10-07T06:19:52","modified_gmt":"2025-10-07T06:19:52","slug":"crm-for-starters-in-sage-300-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/09\/24\/crm-for-starters-in-sage-300-erp\/","title":{"rendered":"CRM for Starters in Sage 300 ERP"},"content":{"rendered":"

Is your business partially based on services you cater and partially on how you manage your relation with the customers? Or you have Sales Person\/Account Managers who need constant reminders to call up your customers? At the same time, not being a complete service based industry you can\u2019t afford to buy a full-fledged CRM but wish to use some functionality of your regular accounting software to cater to this nitty-gritty.\u00a0 Well you are in luck because the Comments feature of Sage 300 (formerly know as Accpac) AR (i.e. Accounts Receivable) Module is just what you need. You write and store comments, add validity period for these comments, Flag various teams to access these comments to perform mentioned activities, Use them in printing of reports, Store Birthdays or a ticket that is currently being solved for the Customer.<\/p>\n

New Stuff:<\/strong>\u00a0Customer credit limit in Sage 300 ERP<\/a><\/em><\/p>\n

How Comments work:<\/strong>
It\u2019s as simple as it sounds, just go to Comments tab of the A\/R Customers and insert a new comment by pressing the \u2018Ins<\/span>ert\u2019 key. Basic list of fields it stores is Date Inserted, Date Expiration, Date Follow-up, Comment Type, User Id and Comment. A Comment can be up to 2500 Characters long (which is almost as long as this article \ud83d\ude42 ). Comments can be segregated using Comment Type, Let\u2019s say Action Points or Reminders or Follow-ups or segregate them based on Teams just by giving them names of Teams who are responsible for the task.<\/span><\/p>\n

Now say if you need to view the entire history of comments for a particular customer, then all you need to do is go to A\/R Customer Reports and print the Customer Report with Report Type as Customer Comments which can be filtered by Follow-up dates, Customer Number and other similar criteria. This sorting will help in more than one ways, e.g. my billing department uses this report to process follow-ups to Customers based on due dates of invoices hence selecting the Sort type as \u2018Billing Cycle\u2019 and then running the report will give me sorted output of Customers that I need to follow-up for payments.<\/p>\n

Apart from this the same feature can be used in printing reports. Let\u2019s say you need to print various messages based on status of the payments or period of the year. Then you can ask your report developers to print the comment while printing each customer Invoice and update the same comment as and when the status changes or so does the season and you save lot of money on constantly updating your crystal reports.<\/span>
One can also link it to the Macros and use to print\/record it with transactions. Save Birthday reminders and earn brownie points by wishing clients on their birthdays, don\u2019t forget to promote your latest product before ending the call.<\/p>\n

All said and done, whenever you are done exploiting the full functionality of this feature you can proudly say you are ready to move on to a full-fledged ERP-CRM Integrated product and thy company\u2019s IT\u00a0 investments are safe in your hands.<\/span>
Keep visiting for more.<\/span><\/p>\n\n","protected":false},"excerpt":{"rendered":"

Is your business partially based on services you cater and partially on how you manage your relation with the customers? Or you have Sales Person\/Account Managers who need constant reminders to call up your customers? At the same time, not being a complete service based industry you can\u2019t afford to buy a full-fledged CRM but\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[614,1561,2357,2451,2475,2478,2546,2569,2701],"class_list":["post-4032","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-crm","tag-marketing","tag-sage-300-erp","tag-sage-accpac-erp","tag-sage-crm","tag-sage-crm-for-it-industry","tag-sales-management","tag-salesforce","tag-sme-crm"],"yoast_head":"\nCRM for Starters in Sage 300 ERP | Greytrix<\/title>\n<meta name=\"description\" content=\"Learn how Sage 300 ERP's AR module uses comments and reminders to manage customer interactions\u2014ideal for businesses seeking CRM functionality without full CRM software.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/09\/24\/crm-for-starters-in-sage-300-erp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM for Starters in Sage 300 ERP | Greytrix\" \/>\n<meta property=\"og:description\" content=\"Learn how Sage 300 ERP's AR module uses comments and reminders to manage customer interactions\u2014ideal for businesses seeking CRM functionality without full CRM software.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/09\/24\/crm-for-starters-in-sage-300-erp\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2013-09-24T09:27:15+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-07T06:19:52+00:00\" \/>\n<meta name=\"author\" content=\"sage300\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"sage300\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/09\/24\/crm-for-starters-in-sage-300-erp\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/09\/24\/crm-for-starters-in-sage-300-erp\/\",\"name\":\"CRM for Starters in Sage 300 ERP | Greytrix\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\"},\"datePublished\":\"2013-09-24T09:27:15+00:00\",\"dateModified\":\"2025-10-07T06:19:52+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/1aced4e22c30ccf606960de27c9542f5\"},\"description\":\"Learn how Sage 300 ERP's AR module uses comments and reminders to manage customer interactions\u2014ideal for businesses seeking CRM functionality without full CRM software.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/09\/24\/crm-for-starters-in-sage-300-erp\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/09\/24\/crm-for-starters-in-sage-300-erp\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/09\/24\/crm-for-starters-in-sage-300-erp\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"CRM for Starters in Sage 300 ERP\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\",\"name\":\"Sage 300 ERP \u2013 Tips, Tricks and Components\",\"description\":\"Explore the world of Sage 300 with our insightful blogs, expert tips, and the latest updates. 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