+1888-505-1027 Analyze the usage of Sage Leading Support
Alternatively, users can click Drop files here to browse for and select the files they want to attach to new tasks. With this method, users can configure all possible task settings. Sage Customer Support Phone Number Mark Tasks as Complete – This feature allows users to quickly change the status of a task to Complete from the Task view in the My CRM calendar.
Tooltip on appointments in the Day view – When a user clicks an appointment in the Day view, a tooltip showing the appointment summary opens
.Calendar Filtering – User and Team Calendars now default to show pending task and appointments in the Agenda and Task views area.
Horizontal Tabs – Rarely used tabs in all entities can now be easily moved into a new ‘More’ tab option, saving screen space and providing a cleaner view while relegating the others to an accessible hidden view.
These enhancements will continue to improve the new calendar and overall user experience in CRM. On the horizon for later this year is the highly anticipated integration to Sage 300’s new web screens for a new Quotes and Orders integration with Sage 300.
With all the new tools online now that can alert you when news breaks on a topic of interest to you, everyone understands the utility of having technology alert you to information you want to know about.
However, I would still say a majority of clients running Sage 300 or Sage HRMS don’t benefit from having their system alert them of specific events.
Wouldn’t any business benefit from automatic alerts about non-paying customers, a drop in gross profit, or a vendor who has hiked their product’s cost?
In addition, today’s businesses require the efficiency gained from automating tasks that are being done manually such as the generation and delivery of invoices, statements and PO’s.
To help you through this process, Sage has put together a resource portal called the Sage Year-End Center to answer many of your questions and give you access to articles (by product) on Year-end activities, Payroll, Product & tax updates and Reports & Forms.
You’ll also get access to GL & Payroll year-end checklists, videos and useful links to CRA and Revenu Québec sites.
If you can’t find what you’re looking for you can visit the forums or live chat with tech support.
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