Today in this blog, we will discuss about Sage Intacct Customer tab in which we display customer information on real time basis in Sage CRM directly from Sage Intacct. This tab will gets displayed under company context of only promoted customer
Check Sage Intacct Integration with Sage CRM: Delivering the best cloud-based integrated solutions for 360° Business Approach
Once customer is imported from Sage Intacct or promoted into Sage Intacct, user can view an additional customer information details on real time basis directly from Sage Intacct into Sage CRM.
1. Click on the Sage Intacct Customer tab.
2. All this information gets displayed on real time basis directly from the Sage Intacct. It is not stored in Sage CRM Database.
3. There are 4 panels. Customer details, Ship To details, Bill To details and AR Aging details. Refer below screenshot,
Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix has a wide product range for Sage Intacct – a Sage Business Cloud Solution. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products and addons to enhance user experience. Sage Intacct addons include Sales Commission, AR Lockbox File Processing and Sage CRM integration. Greytrix GUMU™ integration for Sage CRM – Sage Intacct is listed on Sage Intacct Marketplace.