{"id":21439,"date":"2019-01-31T07:27:52","date_gmt":"2019-01-31T07:27:52","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=21439"},"modified":"2019-02-20T07:21:27","modified_gmt":"2019-02-20T07:21:27","slug":"customer-tab-in-sage-crm-2018-r3-sage-300-2019-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/31\/customer-tab-in-sage-crm-2018-r3-sage-300-2019-integration\/","title":{"rendered":"Customer tab in Sage CRM 2018 R3 – Sage 300 2019 Integration"},"content":{"rendered":"

In Sage CRM 2018 R3 \u2013 Sage 300 2019 integrated system, Sage has done numerous changes which we have explained in our previous blogs. Refer Related Posts section for more details on new features of Sage CRM 2018 R3 \u2013 Sage 300 2019 integrated system.<\/p>\n

New Stuff:<\/em><\/strong> Duration column in Tracking tabs within Sage CRM<\/a><\/p>\n

In the earlier versions of Sage CRM, when customer is promoted to Sage CRM you were able to view additional tabs like A\/R Inquiry, O\/E Inquiry etc are visible to native Sage CRM Company entity tabs. However in Sage CRM 2018 R3 integrated system with Sage 300 2019, Sage has introduced an additional tab “Customer”<\/strong>.<\/p>\n

Basically Customer tab displays Customer Summary directly from Sage 300. In this versions, Sage CRM user can view below Real Time information of customer directly on the fly from Sage 300.<\/p>\n

    \n
  1. Address<\/li>\n
  2. Contact<\/li>\n
  3. Processing<\/li>\n
  4. Invoicing<\/li>\n
  5. Option Fields<\/li>\n
  6. Statistics<\/li>\n
  7. Activity<\/li>\n
  8. Credit Status<\/li>\n<\/ol>\n

    \"CustomerIn earlier versions, users were not able to view above mentioned data within Sage CRM.<\/p>\n

    \u00a0<\/strong>About Us<\/strong><\/p>\n

    Greytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

    Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

    Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

    For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    In Sage CRM 2018 R3 \u2013 Sage 300 2019 integrated system, Sage has done numerous changes which we have explained in our previous blogs. Refer Related Posts section for more details on new features of Sage CRM 2018 R3 \u2013 Sage 300 2019 integrated system. New Stuff: Duration column in Tracking tabs within Sage CRM\u2026 Read More »<\/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":[73,192,332,334,351],"tags":[893,3763],"class_list":["post-21439","post","type-post","status-publish","format-standard","hentry","category-configuration","category-integration-sage-crm","category-sage-crm","category-sage-crm-2018","category-screen-sage-crm","tag-customization","tag-modifications"],"yoast_head":"\nCustomer tab in Sage CRM 2018 R3 - Sage 300 2019 Integration - Sage CRM \u2013 Tips, Tricks and Components<\/title>\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\/sagecrm\/2019\/01\/31\/customer-tab-in-sage-crm-2018-r3-sage-300-2019-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customer tab in Sage CRM 2018 R3 - Sage 300 2019 Integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM 2018 R3 \u2013 Sage 300 2019 integrated system, Sage has done numerous changes which we have explained in our previous blogs. 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