How to view tabs in the Company context on Sage 300 CRM


  1. In the Search field at the top of the screen, click Company.  Enter search criteria such as the Sage 300 Company Name, or a Sage 300 Customer or Vendor Number. 
  2. Click Find.
  3. Select the company you want to view from the alphabetized list.  The Company Summary page appears and the Company (or Vendor) context tabs are displayed.
    • Note: Changes made to the following fields on the Company Summary page in Sage CRM are reflected in Sage 300 when you click Save:
      • Company Name
      • Website
      • Group Code
      • Tax Group
      • Terms Code
      • Address fields
      • Business Phone, Fax, and Email fields
      • Contact information


If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.