As we all know tasks group all the commercial actions that cannot be considered either an appointment or a telephone call. New Stuff: How to define centrally attachment path globally. There may be scenario in which you have to create a task but don’t want to synchronize it; to achieve this you can update the flag… Read More: How to set task status as completed by default in… »
You may come across the situation, where you want to define central attachment path. Sage X3 has special settings to set the central attachment path to keep the files centrally. New Stuff: How to get Operating System name through code To set the central attachment path, follow the steps: Step 1: Go to, Setup –>General Parameters–>… Read More: How to define default CRM call type in global level »
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… Read More: ‘Identify’ in Sage X3 »
