How to view tabs in the Company context on Sage 300 CRM
Steps:
- 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.
- Click Find.
- 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
- Note: Changes made to the following fields on the Company Summary page in Sage CRM are reflected in Sage 300 when you click Save:
Support
If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.