‘Identify’ in Sage X3

By | December 24, 2013

The main entity for any ERP is its Business Partner, and in X3 we have an important feature which provides the information about all the Business Partners at one click.

Path to reach: Customer relation → Identify

The “Identify” window of the Customer Relation menu provides access to all the functions of the module. Each function is linked to a BP (business partner) or Contact context.

The screen handles the details of all the Business Partners and these BP’s can be either of the following:

  • Prospects
  • Customers
  • Contacts
  • Suppliers
  • Sales Rep

We are even able to check the relevant CRM activities such as

  • Appointments
  • Tasks
  • Calls
  • Outlook contacts management
  • Service requests and Interventions
  • Service contracts

Refer the below screen:


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Greytrix – 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.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.