A CRM’s purpose is to stay connected to customers and to streamline your procedures.
If used correctly, a CRM software will give you a better understanding of your customer’s behavior. This will give you the opportunity to adjust accordingly. By making the necessary adjustments, this should translate into better relationships which will increase your profitability.
Sage 100 SO Line Entry Tracking by User (SO-1470) tracks the User and System Date for the creation and modification of each Sales Order Entry line via Sales Order Line Custom Office UDFs. If the user has Sales Order History enabled then as a line is deleted, it writes those line UDFs plus the information regarding who deleted it and on what date into a new file.