Gmail Accelerator for Sage 300
View your Customers, Orders, Invoices and more. View and File Emails.
Overview
What is Gmail Accelerator for Sage 300?
View your Customers, Orders, Invoices and more. View and File Emails..
SCREENSHOT
SUMMARY
Sage 300 Customers can now surface their Customer data (and more) without leaving Google Gmail.
*** Key Benefits ***
-Visibility of Sage 300 data in Google Gmail.
-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
Within AR Customers view:
-Orders
-Invoices
-Contacts
-Touchpoints
-Notes
-Comments
-Payments
-Items Purchased Report
Within AP Vendors view:
-Details
-Contacts
-Touchpoints (Emails, Call notes)
-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 notes against the AR Customer/Orders/Contacts/Invoices and AP Vendors.
New Prospects can also be created.
For more information see our help at: https://acs300.crmtogether.com/
** Requires that you have Sage 300 and our Server Module installed (which requires an additional purchase from CRM Together) **
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HOW TO INSTALL Gmail Accelerator for Sage 300 FROM A CRX FILE
- Download Gmail Accelerator for Sage 300 CRX file
- NOTE: Sometimes the browser may block downloading / installing CRX file from outside the Chrome Web Store. If so, you may need to download the ZIP file instead
- In the URL bar, go to chrome://extensions
- Enable Developer mode
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