How to view tabs in the Opportunity 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.
- Click the Opportunities tab.
Support
If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.