Tag Archives: Customer Relation

How to define default CRM call type in global level

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 »

‘Identify’ in Sage X3

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 »