User contributions for Acs300Admin

From Apps for Sage 300

For Acs300Admin talk block log uploads logs

A user with 128 edits. Account created on 18 January 2024.

12:1612:16, 8 April 2024 diff hist +477‎ N AR Customer Orders ‎ Created page with "thumb thumb '''Header''' * Order number * AR Customer name * AR Customer code '''Tab layout''' * Summary (1) - Basic information and Line items (7) * Details (2) - More senstive invoice data * Touchpoints (3) - Emails and logged calls '''Links''' * AR customer (5) '''Line Items''' The View button (A) opens a dialog showing the current status of that Item record including Quantities if available"
12:1612:16, 8 April 2024 diff hist +285‎ N AR Customer Contacts ‎ Created page with "thumb '''Header''' * Contact Name * Contact Code * Email Address '''Tab layout''' * Summary (1) - Basic information * Details (2) - More senstive invoice data * Touchpoints (3) - Emails and logged calls '''Links''' * AR customer (A)"
12:1212:12, 8 April 2024 diff hist +153‎ N User Options ‎ Created page with "Users can Change Password (2) thumb Logout (3) from the Options (1) area. This is found on the search screen." current
12:1112:11, 8 April 2024 diff hist +507‎ N Settings ‎ Created page with "thumb thumb Open the settings screen by clicking the COG icon on the bottom of the screen. # Edit connections settings # Delete connection # Select the theme and/or dark mode # Make the screen larger # Make the fonts larger # Select the language # Select the number of columns (including icons) to display. Keep no less than 4. # Reset all connections and cached data # Product version # Product..." current
12:1112:11, 8 April 2024 diff hist 0‎ AR Customers ‎No edit summary
12:1012:10, 8 April 2024 diff hist 0‎ Home Screen ‎No edit summary
12:1012:10, 8 April 2024 diff hist 0‎ Add Connection ‎No edit summary
12:1012:10, 8 April 2024 diff hist 0‎ Office 365 Email ‎No edit summary current
12:0912:09, 8 April 2024 diff hist 0‎ Mobile Client Install ‎No edit summary
12:0912:09, 8 April 2024 diff hist 0‎ Microsoft Outlook ‎No edit summary
12:0912:09, 8 April 2024 diff hist 0‎ Search ‎No edit summary current Tag: Visual edit: Switched
12:0712:07, 8 April 2024 diff hist +181‎ Search ‎ Items Tag: Visual edit
11:5911:59, 8 April 2024 diff hist +124‎ Search ‎ Prospects Tag: Visual edit
11:5511:55, 8 April 2024 diff hist +211‎ Search ‎ Invoices Tag: Visual edit
11:5011:50, 8 April 2024 diff hist +91‎ Search ‎ AP Vendors Tag: Visual edit
11:4811:48, 8 April 2024 diff hist +237‎ Search ‎ AR Customer Orders Tag: Visual edit
11:3711:37, 8 April 2024 diff hist +138‎ Search ‎No edit summary Tag: Visual edit
11:3011:30, 8 April 2024 diff hist +126‎ Search ‎No edit summary Tag: Visual edit
11:2211:22, 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..."
11:2111:21, 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. ----..."
11:2111:21, 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..."
11:2111:21, 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
11:2111:21, 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..."
11:2011:20, 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..."
11:2011:20, 8 April 2024 diff hist +83‎ Mobile Client Install ‎No edit summary
11:1911:19, 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
11:1911:19, 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..."

13:0813:08, 26 March 2024 diff hist +343‎ MediaWiki:Sidebar ‎No edit summary

10:5210:52, 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"
10:4610:46, 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..."
10:4410:44, 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"

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