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:
Drilling Down from Financial Statements
In this tutorial, you’ll learn how to drill down from your financial statements to see the underlying transactions.
Duration: 2 min 20 sec
Use the Company Summary Report for a Quick Snapshot of your Customer’s History
A very useful feature in Sage CRM is the Company Summary report that provides a snapshot of a customer’s interactions with your company. In this tutorial, we’ll show you how to access and customize this report.
Duration: 3 min 16 sec