User contributions for Acs300Admin
From Apps for Sage 300
A user with 168 edits. Account created on 18 January 2024.
8 April 2024
- 11:0911:09, 8 April 2024 diff hist 0 Mobile Client Install No edit summary
- 11:0911:09, 8 April 2024 diff hist 0 Microsoft Outlook No edit summary
- 11:0911:09, 8 April 2024 diff hist 0 Search No edit summary current Tag: Visual edit: Switched
- 11:0711:07, 8 April 2024 diff hist +181 Search Items Tag: Visual edit
- 10:5910:59, 8 April 2024 diff hist +124 Search Prospects Tag: Visual edit
- 10:5510:55, 8 April 2024 diff hist +211 Search Invoices Tag: Visual edit
- 10:5010:50, 8 April 2024 diff hist +91 Search AP Vendors Tag: Visual edit
- 10:4810:48, 8 April 2024 diff hist +237 Search AR Customer Orders Tag: Visual edit
- 10:3710:37, 8 April 2024 diff hist +138 Search No edit summary Tag: Visual edit
- 10:3010:30, 8 April 2024 diff hist +126 Search No edit summary Tag: Visual edit
- 10:2210:22, 8 April 2024 diff hist +532 N AR Customers Created page with "thumb thumb '''Header - A''' * Customer icon - if available '''Header - B''' * Customer Name * Customer Code * Customer Contact Name * Email Address '''Tab layout''' * Summary (1) - Basic information /Email/Phone/Address * Details (2) - More senstive data * Customer Orders (3) * Invoices (4) * Touchpoints (5) - Emails and logged calls * Memo's (6) * Payments (7) * Contacts (8) * Item..."
- 10:2110:21, 8 April 2024 diff hist +2,132 N Search Created page with " You can search across * AR Customers * AR Customer Contacts * AR Customer Orders * AP Vendors * Invoices * Prospects * Items thumb There is also a specific lookup for Email and Phone numbers. This is also used for the Microsoft Outlook and Microsoft Office 365 email integation (in MobileX for Sage 100). '''How searches work''' Here we will outline how the search works per entity. We break this down to EXACT and LIKE matching. ----..."
- 10:2110:21, 8 April 2024 diff hist +609 N Home Screen Created page with "thumb The Home screen contains an Accordian control with lists in them. Overdue - Customers who are X amount of days overdue (this is configurable) thumb Open Orders - Customer Orders (orders with OrderType in ('S','B')) thumb Open Quotes - Customer Quotes (orders with OrderType in ('Q','P')) '''Layout''' # Refresh button to refetch from the server # Toggle the list ite..."
- 10:2110:21, 8 April 2024 diff hist +460 N Conventions Created page with "'''General product conventions''' '''Dates''' Dates are displayed in the format YYYY-MM-DD '''Addresses''' These are displayed with an "external" link that opens Google Maps '''Email Addresses''' These use the "mailto" URI and so will open up your default email client with the email inserted '''Phone numbers''' These use the "tel" URI and will open up your default phone client with the phone number inserted and also open the "log call" dialog" current
- 10:2110:21, 8 April 2024 diff hist +819 N Add Connection Created page with " Opening the application the first time in a new environment you will be prompted to set up the connection. 300px Click the "Get Started" button 300px Click the "+" button 300px Click the "Connect" (1) button. Clicking the "Register" (2) button will only create an Account but access will have to be assigned from an admin user later. File:Sage 100 connect..."
- 10:2010:20, 8 April 2024 diff hist +1,352 N Office 365 Email Created page with "You can connect your email to MobileX and search based on the email, view the email and file the email against a give entity. To connect or access your email click on the "Inbox" icon in the bottom right of the screen. 300px Click the Sign in with Microsoft button 300px And follow the instructions to connect. Once connected the mail box will display something like this File:Sage 100 mailbox..."
- 10:2010:20, 8 April 2024 diff hist +83 Mobile Client Install No edit summary
- 10:1910:19, 8 April 2024 diff hist +133 N Mobile App Created page with "Open your browser on your phone and navigate to https://appmxs300.crmtogether.com/ and set up your connection" current
- 10:1910:19, 8 April 2024 diff hist +815 N Microsoft Outlook Created page with "When you open the task pane click the Pin to keep it open. 200px] Frst time in your need to Add your connection We are now assuming the task pane is pinned. If the task pane is not pinned it will close when you change emails. Clicking on an email will trigger the system to check for a match in the Sage 100 data If a match is found the summary will display 500px You can then..."
26 March 2024
- 12:0812:08, 26 March 2024 diff hist +343 MediaWiki:Sidebar No edit summary
13 March 2024
- 09:5209:52, 13 March 2024 diff hist +271 N Mobile Client Install Created page with "iOS and Google Play coming in April 2024 Available now as a Progressive Web Applicaiton (PWA) 300px|link=https://store.app/appmx300-crmtogether-com?share=634f720bf797d1d258ed5caf954e3d16&utm_medium=acs100.crmtogether.com&utm_campaign=user_click"
- 09:4609:46, 13 March 2024 diff hist +1,371 N Outlook Client Install Created page with " We are preparing to submit the app to the Microsoft 365 add-in store. Until it is published there you have to do the following. 1. Click https://update.crmtogether.com/appac300-manifest.xml to download the Manifest file to your machine. The file should save to your "downloads" folder. If your browser prompts to open this file just ignore this. 2. Open https://aka.ms/olksideload in a browser ( and login to your Microsoft 365 Acocunt if needed) File:Addins for m..."
- 09:4409:44, 13 March 2024 diff hist +321 N MediaWiki:Sidebar Created page with "* Outlook Integration ** Outlook Client Install|Outlook Client Install * Mobile ** Mobile App|Mobile App ** Mobile Client Install|Mobile Client Install * navigation ** mainpage|mainpage-description ** recentchanges-url|recentchanges ** randompage-url|randompage ** helppage|help-mediawiki * SEARCH * TOOLBOX * LANGUAGES"
