In our earlier post, we had explained how to display Sage 300 Customer Aging Report in Sage CRM Self-service. In this blog, we will explain you how to display Customer Orders in Sage CRM Self-service.
New Stuff: Notify Task Creator with Email notification when Task is completed
In Sage CRM, Orders are displayed under O/E Inquiry tab of Sage CRM Company. Refer below screenshot.
It looks like highlighted information is visible in Sage CRM but actually it is stored within Sage 300 database. Refer below screenshot.
By modifying existing pages as well as with addition of new pages, we have displayed Orders in Self-service. Refer below screenshot.
On the same lines, we can add other reports/data of Sage 300 into Sage CRM Self-service.
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1) Self Service List Design
2) Communication Attachments in Self Service
3) Display Sage 300 Customer Aging Report in Sage CRM Self Service
4) Display Sage 300 Customer Document History in Sage CRM Self Service
5) Download Documents from Self-service site