Question: How do I set-up my Sage CRM dashboard to reflect the data I need from Sage 100 ERP (formerly MAS 90 MAS 200)?
- The purpose of the Sage CRM dashboard is for the user to get to all the information they access most frequently all in one spot.
- You can have any of your Sage 100 ERP information displayed from the Sage CRM dashboard
- Each Sage CRM user has their own dashboard view configured on a user by user permission basis. Step-by-step instructions are provided.
- Sage CRM users can access social media information of each contact in their database if a social media profile exists.
Please view our complimentary Sage CRM Sage 100 ERP accountants perspective demonstration: