Tips, Tricks & Tutorials: Import Mass Updates into Number Changers & Search Select Advanced Fields

Video tips, tricks and tutorials help you become more productive with your Sage 300 ERP (formerly Sage ERP Accpac) and Sage CRM systems. Featured this month:

View our Entire Video Learning Library Adobe Flash Player is required

Import Mass Updates into Number Changers

Sage 300 ERP provides utilities that allow you to change the account numbers in your General Ledger, Customer numbers in Accounts Receivable, Vendor Numbers in Accounts Payable and Item Numbers in Inventory. The Number Change utilities are easy to use whether you’re updating a single record or makeing mass updates. For mass updates, its most efficient to import your changes from a spreadsheet and in this tutorial we show you how.
Duration: 7 min 46 sec

Search Select Advanced Fields

Sage CRM provides you with a number of different field types that you can add to your screens allowing you to configure the system to meet your needs. One of the available field types is the Search Select Advanced field that allows you to search for records within an entry screen. In this tutorial, we walk through an example of adding a Search Select Advanced field to the Opportunity screen.
Duration: 9 min 25 sec