MobileX for Sage 300 17+
Sage 300 Data in your Hands
CRM Together
-
- Free
iPhone Screenshots
Description
Allow your sales team access Sage 300 information without having to open laptop and call the office.
Sage 300 Customers can now surface their Customer data (and more).
*** Key Benefits ***
-Visibility of Sage 300 data
-Bridges the gap between the Sales Team and Accounts
-Custom CRM layer incorporated to enable users to file emails and calls against customer records
*** Key Features ***
Search:
-AR Customers
-AR Customer Orders
-Invoices
-AR Customer Contacts
-AP Vendors
-Items
-Touchpoints
Within AR Customers view:
-Orders
-Invoices
-Contacts
-Touchpoints
-Notes
-Comments
-Payments
-Items Purchased Report
Within AP Vendors view:
-Details
-Contacts
-Touchpoints
-Notes
-Comments
Within Items view:
-Product details
-Stock Levels
-Stock locations/levels
Within Orders view:
-Details
-Line Items
-Touchpoints
Within Invoices view:
-Details
-Line Items
-Touchpoints
-Payments
You can also File important Emails and Log Call/Message notes against the AR Customer/Orders/Contacts/Invoices and AP Vendors.
New Prospects can also be created and Emails Filed and Call notes and SMS details logged.
What’s New
Version 1.2
When viewing tabs under say AR Customer you can now filter on Orders and Invoices and more
Search on Touchpoints is now available too.
App Privacy
The developer, CRM Together, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
-
Together Software Ltd has identified itself as a trader for this app and confirmed that this product or service complies with European Union law.
- DUNS Number
- 896744583
- Address
- UNIT 13 NORTHWEST BUSINESS CENTRE NORTHWEST BUSINESS PARK BGLANCHARDSTOWN DUBLIN 15 Ireland
- Phone Number
- +353 868113327
- marc@marcreidy.com
- Size
- 22.6 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Languages
-
English
- Age Rating
- 17+
- Copyright
- © CRM Together
- Price
- Free