Accounting Software Shreveport

Sage CRM Sage 100 ERP: Dashboard View Accountants Perspective

Posted by Adrian Montgomery on Fri, May 25, 2012 @ 01:54 PM


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)?

Sage CRM

  • 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:

 

Tags: MAS 90, Sage Software, Sage CRM Dashboard, MAS 200, SageCRM, Sage CRM, Sage 100 ERP