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From Apps for Sage 300
- 05:15, 18 April 2024 Browser Support (hist | edit) [203 bytes] Acs300Admin (talk | contribs) (Created page with " The Accelerator for Sage 100 and 300 applications are based on a modern technical stack and does not support thhe following browsers or browser controls * Legacy (Trident/IE11) * WebView1 / Legacy Edge")
- 10:36, 15 April 2024 Accounts (hist | edit) [302 bytes] Acs300Admin (talk | contribs) (Created page with "The product requires an additional purchase of the backend setup which is built on our https://crmtogether.com/products/data-islands/ "Data Islands" product. For details of this or enquiries for demo's or a sales call please fill in the form on our https://crmtogether.com/contact/ "website".")
- 10:36, 15 April 2024 Support (hist | edit) [337 bytes] Acs300Admin (talk | contribs) (Created page with "If after reviewing the online help you are still unsure of how to proceed please https://crmtogether.com/contact/ "Contact us" from the form on our website")
- 11:29, 11 April 2024 Technical Notes (hist | edit) [2,509 bytes] Acs300Admin (talk | contribs) (Created page with " The Data displayed is a snap shot of some of the Sage 300 data. This snapshot is updated with any changes on a scheduled basis. The system we use for this is our "Data Islands" product. So if you are a USA company the data is only stored in the USA and the api's are also USA based. Canadian companies data is stored and transmited only in CANADA. Prospects created, Emails saved (data and attachments) and Call notes are all stored in Islands (tables) in the cloud and im...")
- 12:18, 8 April 2024 Touchpoints (hist | edit) [421 bytes] Acs300Admin (talk | contribs) (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 Items (hist | edit) [489 bytes] Acs300Admin (talk | contribs) (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 Prospects (hist | edit) [499 bytes] Acs300Admin (talk | contribs) (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 AP Vendors (hist | edit) [233 bytes] Acs300Admin (talk | contribs) (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 Invoices (hist | edit) [437 bytes] Acs300Admin (talk | contribs) (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 AR Customer Orders (hist | edit) [495 bytes] Acs300Admin (talk | contribs) (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 AR Customer Contacts (hist | edit) [289 bytes] Acs300Admin (talk | contribs) (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 User Options (hist | edit) [153 bytes] Acs300Admin (talk | contribs) (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 Settings (hist | edit) [507 bytes] Acs300Admin (talk | contribs) (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 AR Customers (hist | edit) [415 bytes] Acs300Admin (talk | contribs) (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 Search (hist | edit) [3,240 bytes] Acs300Admin (talk | contribs) (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 Home Screen (hist | edit) [582 bytes] Acs300Admin (talk | contribs) (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 Conventions (hist | edit) [460 bytes] Acs300Admin (talk | contribs) (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 Add Connection (hist | edit) [820 bytes] Acs300Admin (talk | contribs) (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 Office 365 Email (hist | edit) [1,352 bytes] Acs300Admin (talk | contribs) (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 Mobile App (hist | edit) [133 bytes] Acs300Admin (talk | contribs) (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 Microsoft Outlook (hist | edit) [814 bytes] Acs300Admin (talk | contribs) (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 Mobile Client Install (hist | edit) [516 bytes] Acs300Admin (talk | contribs) (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 Outlook Client Install (hist | edit) [1,873 bytes] Acs300Admin (talk | contribs) (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...")
