All public logs

From Apps for Sage 300

Combined display of all available logs of Apps for Sage 300. You can narrow down the view by selecting a log type, the username (case-sensitive), or the affected page (also case-sensitive).

Logs
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  • 12:29, 8 April 2024 Acs300Admin talk contribs created page File:Uninstall sage 300 outlook add in.png
  • 12:29, 8 April 2024 Acs300Admin talk contribs uploaded File:Uninstall sage 300 outlook add in.png
  • 12:18, 8 April 2024 Acs300Admin talk contribs created page Touchpoints (Created page with "thumb Touch point records are # Emails # Logged phone calls # Logged SMS messages These can be stored under * AR Customers * AR Customer Contacts * AR Customer Orders * AP Vendors * Prospects They are not available under * Items (1) The touchpoints tabs all have this icon (2) Toggle the list to view details Saved Emails also have a button to open a dialog to view in full")
  • 12:18, 8 April 2024 Acs300Admin talk contribs created page Items (Created page with " Items is a lookup for "ICITEM" in Sage 300. The Item details and warehouse data are also shown. thumb If there are images these are also shown. Clicking on the image in the summary will open a larger version of the item image. '''Header''' * Item Code * Item Description thumb '''Tab layout''' * Summary (1) - Item Information and Warehouse details (Quantities) '''Links''' * Item Image - opens...")
  • 12:17, 8 April 2024 Acs300Admin talk contribs created page Prospects (Created page with "thumb Prospects are not an entity from Sage 100 but instead an entity that exists in the applications only. You can edit prospect data (A). The data can be exported using the Data Islands interface to a database or a flat file (csv for example). Touchpoints can be recorded against Prospects. '''Header''' * Prospect name * Prospect name * Email Address '''Tab layout''' * Summary (1) - Basic information * Touchpoints (2) -...")
  • 12:17, 8 April 2024 Acs300Admin talk contribs created page AP Vendors (Created page with "thumb '''Header''' * Vendor Name * Code * Contact code * Email Address '''Tab layout''' * Summary (1) - Basic information * Details (2) - More senstive data * Touchpoints (3) - Emails and logged calls * Momo's (4)")
  • 12:17, 8 April 2024 Acs300Admin talk contribs created page Invoices (Created page with "thumb '''Header''' * Invoice number * AR Customer name * AR Customer code * Email Address '''Tab layout''' * Summary (1) - Basic information and Line items (7) * Details (2) - More senstive invoice data * Touchpoints (3) - Emails and logged calls * Payments (4) - Any payments against the invoice '''Links''' * AR customer (5) * AR Customer Order (6) - If there is one '''Line Items (7)''' This shows the details for each line item")
  • 12:16, 8 April 2024 Acs300Admin talk contribs created page 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")
  • 12:16, 8 April 2024 Acs300Admin talk contribs created page 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)")
  • 12:12, 8 April 2024 Acs300Admin talk contribs created page 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.")
  • 12:11, 8 April 2024 Acs300Admin talk contribs created page 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...")
  • 11:22, 8 April 2024 Acs300Admin talk contribs created page 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...")
  • 11:21, 8 April 2024 Acs300Admin talk contribs created page 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. ----...")
  • 11:21, 8 April 2024 Acs300Admin talk contribs created page 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...")
  • 11:21, 8 April 2024 Acs300Admin talk contribs created page 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")
  • 11:21, 8 April 2024 Acs300Admin talk contribs created page 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...")
  • 11:20, 8 April 2024 Acs300Admin talk contribs created page 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...")
  • 11:19, 8 April 2024 Acs300Admin talk contribs created page Mobile App (Created page with "Open your browser on your phone and navigate to https://appmxs300.crmtogether.com/ and set up your connection")
  • 11:19, 8 April 2024 Acs300Admin talk contribs created page 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...")
  • 10:52, 13 March 2024 Acs300Admin talk contribs created page 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")
  • 10:46, 13 March 2024 Acs300Admin talk contribs created page 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...")
  • 10:44, 13 March 2024 Acs300Admin talk contribs created page 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")
  • 12:29, 18 January 2024 MediaWiki default talk contribs created page Main Page
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