How to view tabs in the Opportunity 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.
  4. Click the Opportunities tab.


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