Apps for Sage 100 - User contributions [en]

File:Sage 100 reset.png

2025-07-21T14:59:00Z

Acs100Admin:

File:Sage100 cog.png

2025-07-21T14:58:44Z

Acs100Admin:

Add Connection

2025-07-21T14:58:25Z

Acs100Admin:

Opening the application the first time in a new environment you will be prompted to set up the connection.

[[File:Sage 100 get started.png|300px]]

Click the "Get Started" button

[[File:Sage 100 add connection.png|300px]]

Click the "+" button

[[File:Sage 100 connect step 1.png|300px]]

Click the "Connect" (1) button.

Clicking the "Register" (2) button will only create an Account but access will have to be assigned from an admin user later.

[[File:Sage 100 connect step 2.png|300px]]

1 is the list of "Regions" you have access to. Usually there will only be one. Make sure the correct region is selected.

2 is the "Region" description. You can edit and change this. This is displayed on the app.

Finally click "Complete" (3)

[[File:Sage 100 connect step 3.png|300px]]

Click "Open Application" to start.

----
'''Troubleshoot'''

If you have issues with your connection you can reset it but clicking the COG

[[File:sage100 cog.png|300px]]

and then scroll down the page to the RESET button

Click "Reset" and confirm and recreate your connection as per above.

[[File:Sage 100 reset.png|300px]]

Add Connection

2025-07-21T14:56:52Z

Acs100Admin:

Opening the application the first time in a new environment you will be prompted to set up the connection.

[[File:Sage 100 get started.png|300px]]

Click the "Get Started" button

[[File:Sage 100 add connection.png|300px]]

Click the "+" button

[[File:Sage 100 connect step 1.png|300px]]

Click the "Connect" (1) button.

Clicking the "Register" (2) button will only create an Account but access will have to be assigned from an admin user later.

[[File:Sage 100 connect step 2.png|300px]]

1 is the list of "Regions" you have access to. Usually there will only be one. Make sure the correct region is selected.

2 is the "Region" description. You can edit and change this. This is displayed on the app.

Finally click "Complete" (3)

[[File:Sage 100 connect step 3.png|300px]]

Click "Open Application" to start.

----
'''Troubleshoot'''

If you have issues with your connection you can reset it but clicking the COG

and then scroll down the page to the RESET button

Click "Reset" and confirm and recreate your connection as per above.

[[File:Sage 100 reset.png|300px]]

Releases

2025-07-03T13:26:08Z

Acs100Admin:

3 July 2025

* Updated Touchpoint Recent Dashboard to show links to the entities and a view button for the Touchpoint

15 April 2025

* Added in 2 Touchpoint Dashboards (this allows users to see activity in the system)

# Summary of touchpoints created Today, Yesterday, This week, This Month
# List of Touchpoints (ordered by most recent first) for the last month

8 March 2025
* UDF support added. If there are UDF's defined in the extract query these show under a new Tab on the given entity.
[[File:ac sage100 udfs.png|200px]]
* Customer Item Report removed

----

21 Aug 2024
[[File:Sage 100 filter.png|thumb]]
* Item "Alias" list tab
* Item "Alias" used in Item search
* Item "Price lists" tab
* Added in Filters to tabs (Orders/Invoices/Touchpoints/Payments-see screen shot)
* Search on Touchpoints

Releases

2025-04-12T23:13:59Z

Acs100Admin:

15 April 2025

* Added in 2 Touchpoint Dashboards (this allows users to see activity in the system)

# Summary of touchpoints created Today, Yesterday, This week, This Month
# List of Touchpoints (ordered by most recent first) for the last month

8 March 2025
* UDF support added. If there are UDF's defined in the extract query these show under a new Tab on the given entity.
[[File:ac sage100 udfs.png|200px]]
* Customer Item Report removed

----

21 Aug 2024
[[File:Sage 100 filter.png|thumb]]
* Item "Alias" list tab
* Item "Alias" used in Item search
* Item "Price lists" tab
* Added in Filters to tabs (Orders/Invoices/Touchpoints/Payments-see screen shot)
* Search on Touchpoints

Releases

2025-04-12T23:13:28Z

Acs100Admin:

15 April 2025

* Added in 2 Touchpoint Dashboards

# Summary of touchpoints created Today, Yesterday, This week, This Month
# List of Touchpoints (ordered by most recent first) for the last month

8 March 2025
* UDF support added. If there are UDF's defined in the extract query these show under a new Tab on the given entity.
[[File:ac sage100 udfs.png|200px]]
* Customer Item Report removed

----

21 Aug 2024
[[File:Sage 100 filter.png|thumb]]
* Item "Alias" list tab
* Item "Alias" used in Item search
* Item "Price lists" tab
* Added in Filters to tabs (Orders/Invoices/Touchpoints/Payments-see screen shot)
* Search on Touchpoints

Releases

2025-03-08T17:55:09Z

Acs100Admin:

8 March 2025
* UDF support added. If there are UDF's defined in the extract query these show under a new Tab on the given entity.
[[File:ac sage100 udfs.png|200px]]
* Customer Item Report removed

----

21 Aug 2024
[[File:Sage 100 filter.png|thumb]]
* Item "Alias" list tab
* Item "Alias" used in Item search
* Item "Price lists" tab
* Added in Filters to tabs (Orders/Invoices/Touchpoints/Payments-see screen shot)
* Search on Touchpoints

Releases

2025-03-08T17:54:44Z

Acs100Admin:

8 March 2025
[[File:ac sage100 udfs.png|thumb]]
* UDF support added. If there are UDF's defined in the extract query these show under a new Tab on the given entity.
* Customer Item Report removed

----

21 Aug 2024
[[File:Sage 100 filter.png|thumb]]
* Item "Alias" list tab
* Item "Alias" used in Item search
* Item "Price lists" tab
* Added in Filters to tabs (Orders/Invoices/Touchpoints/Payments-see screen shot)
* Search on Touchpoints

Releases

2025-03-08T17:42:35Z

Acs100Admin:

8 March 2025

* UDF support added. If there are UDF's defined in the extract query these show under a new Tab on the given entity.

[[File:ac sage100 udfs.png|200px]]

* Customer Item Report removed

----

21 Aug 2024
[[File:Sage 100 filter.png|thumb]]
* Item "Alias" list tab
* Item "Alias" used in Item search
* Item "Price lists" tab
* Added in Filters to tabs (Orders/Invoices/Touchpoints/Payments-see screen shot)
* Search on Touchpoints

Releases

2025-03-08T17:41:57Z

Acs100Admin:

8 March 2025

* UDF support added. If there are UDF's defined in the extract query these show under a new Tab on the given entity.

[File:ac sage100 udfs.png]

* Customer Item Report removed

----

21 Aug 2024
[[File:Sage 100 filter.png|thumb]]
* Item "Alias" list tab
* Item "Alias" used in Item search
* Item "Price lists" tab
* Added in Filters to tabs (Orders/Invoices/Touchpoints/Payments-see screen shot)
* Search on Touchpoints

Releases

2025-03-08T17:41:38Z

Acs100Admin:

8 March 2025

* UDF support added. If there are UDF's defined in the extract query these show under a new Tab on the given entity.

[[File:ac sage100 udfs.png]]

* Customer Item Report removed

----

21 Aug 2024
[[File:Sage 100 filter.png|thumb]]
* Item "Alias" list tab
* Item "Alias" used in Item search
* Item "Price lists" tab
* Added in Filters to tabs (Orders/Invoices/Touchpoints/Payments-see screen shot)
* Search on Touchpoints

Releases

2025-03-08T17:40:54Z

Acs100Admin:

8 March 2025

[[File:ac sage100 udfs.png|50px]]
* UDF support added. If there are UDF's defined in the extract query these show under a new Tab on the given entity.

[[File:ac sage100 udfs.png|50px]]

* Customer Item Report removed

----

21 Aug 2024
[[File:Sage 100 filter.png|thumb]]
* Item "Alias" list tab
* Item "Alias" used in Item search
* Item "Price lists" tab
* Added in Filters to tabs (Orders/Invoices/Touchpoints/Payments-see screen shot)
* Search on Touchpoints

File:Ac sage100 udfs.png

2025-03-08T17:39:52Z

Acs100Admin:

Releases

2025-03-08T17:39:40Z

Acs100Admin:

8 March 2025

[[File:ac sage100 udfs.png|thumb]]
* UDF support added. If there are UDF's defined in the extract query these show under a new Tab on the given entity.
* Customer Item Report removed

----

21 Aug 2024
[[File:Sage 100 filter.png|thumb]]
* Item "Alias" list tab
* Item "Alias" used in Item search
* Item "Price lists" tab
* Added in Filters to tabs (Orders/Invoices/Touchpoints/Payments-see screen shot)
* Search on Touchpoints

Releases

2025-03-08T17:37:18Z

Acs100Admin:

8 March 2025

* UDF support added. If there are UDF's defined in the extract query these show under a new Tab on the given entity.
* Customer Item Report removed

----

21 Aug 2024
[[File:Sage 100 filter.png|thumb]]
* Item "Alias" list tab
* Item "Alias" used in Item search
* Item "Price lists" tab
* Added in Filters to tabs (Orders/Invoices/Touchpoints/Payments-see screen shot)
* Search on Touchpoints

Items

2025-03-08T17:36:41Z

Acs100Admin:

Items is a lookup for "IC Items" in Sage 100.

The Item details and warehouse data are also shown.
[[File:Sage 100 ic item summary.png|thumb]]

'''Header'''

* Item Code
* Item Description
[[File:Sage 100 ic item image.png|thumb]]
'''Tab layout'''
[[File:Sage 100 ic item pricelists.png|thumb]]
* Summary (1) - Item Information and Warehouse details (Quantities)
* UDFs (tab shows if present)
* Pricelists (2)
[[File:Sage 100 ic item alias.png|thumb]]
* Item Aliases (3)
'''Links'''

* Item Image - opens the image in a larger dialog

If there is an image this is also shown.
Clicking on the image in the summary will open a larger version of the item image.

AP Vendors

2025-03-08T17:36:24Z

Acs100Admin:

[[File:Sage 100 ap vendor.png|thumb]]
'''Header'''

* Vendor Name
* Code
* Contact code
* Email Address

'''Tab layout'''

* Summary (1) - Basic information
* Details (2) - More senstive data
* UDFs (tab shows if present)
* Touchpoints (3) - Emails and logged calls
* Memo's (4)

Invoices

2025-03-08T17:36:08Z

Acs100Admin:

[[File:Sage 100 invoice summary.png|thumb]]
'''Header'''

* Invoice number
* AR Customer name
* AR Customer code
* Email Address

'''Tab layout'''

* Summary (1) - Basic information and Line items (7)
* Details (2) - More senstive invoice data
* UDFs (tab shows if present)
* Touchpoints (3) - Emails and logged calls
* Payments (4) - Any payments against the invoice
'''Links'''

* AR customer (5)
* AR Customer Order (6) - If there is one
'''Line Items (7)'''

This shows the details for each line item

AR Customer Orders

2025-03-08T17:35:58Z

Acs100Admin:

[[File:Sage 100 ar order.png|thumb]]
[[File:Sage 100 ar order item drill.png|thumb]]

'''Header'''

* Order number
* AR Customer name
* AR Customer code

'''Tab layout'''

* Summary (1) - Basic information and Line items (7)
* Details (2) - More senstive invoice data
* UDFs (tab shows if present)
* Touchpoints (3) - Emails and logged calls
'''Links'''

* AR customer (5)
'''Line Items'''

The View button (A) opens a dialog showing the current status of that Item record including Quantities if available

AR Customer Contacts

2025-03-08T17:35:49Z

Acs100Admin:

[[File:Sage 100 ar customer contact sum.png|thumb]]

'''Header'''

* Contact Name
* Contact Code
* Email Address

'''Tab layout'''

* Summary (1) - Basic information
* Details (2) - More senstive invoice data
* UDFs (tab shows if present)
* Touchpoints (3) - Emails and logged calls
'''Links'''

* AR customer (A)

AR Customers

2025-03-08T17:35:37Z

Acs100Admin:

[[File:Sage 100 ar customer summary.png|thumb]]
[[File:Sage 100 ar customer tabsII.png|thumb]]
'''Header - A'''

* Customer icon - if available

'''Header - B'''

* Customer Name
* Customer Code
* Customer Contact Name
* Email Address

'''Tab layout'''

* Summary (1) - Basic information /Email/Phone/Address
* Details (2) - More senstive data
* UDFs (tab shows if present)
* Customer Orders (3)
* Invoices (4)
* Touchpoints (5) - Emails and logged calls
* Memo's (6)
* Payments (7)
* Contacts (8)
* REMOVED (9)
'''Links'''

* AR Customer Contact

AR Customers

2025-03-08T17:34:42Z

Acs100Admin:

[[File:Sage 100 ar customer summary.png|thumb]]
[[File:Sage 100 ar customer tabsII.png|thumb]]
'''Header - A'''

* Customer icon - if available

'''Header - B'''

* Customer Name
* Customer Code
* Customer Contact Name
* Email Address

'''Tab layout'''

* Summary (1) - Basic information /Email/Phone/Address
* Details (2) - More senstive data
* Customer Orders (3)
* Invoices (4)
* Touchpoints (5) - Emails and logged calls
* Memo's (6)
* Payments (7)
* Contacts (8)
* REMOVED (9)
'''Links'''

* AR Customer Contact

Releases

2025-03-08T17:32:26Z

Acs100Admin:

8 March 2025

* UDF support added. If there are UDF's defined in the extract query these show under a new Tab on the given entity.

----

21 Aug 2024
[[File:Sage 100 filter.png|thumb]]
* Item "Alias" list tab
* Item "Alias" used in Item search
* Item "Price lists" tab
* Added in Filters to tabs (Orders/Invoices/Touchpoints/Payments-see screen shot)
* Search on Touchpoints

Mobile Client Install

2024-11-21T09:50:06Z

Acs100Admin:

On your phone open

https://appmxs100.crmtogether.com/

----

MobileX for Sage 100 is availabe on the iOS app store for iPhone.

[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/ie/app/mobilex-for-sage-100/id6499266570]]

and on Google Play

[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexs100&hl=en&gl=US]]

Available as a Progressive Web Applicaiton (PWA)

[[Image:Storeapp3.png|300px|link=https://store.app/appmx100-crmtogether-com?share=634f720bf797d1d258ed5caf954e3d16&utm_medium=acs100.crmtogether.com&utm_campaign=user_click]]

Mobile Client Install

2024-11-12T20:10:42Z

Acs100Admin:

On your phone open

https://appmxs100.crmtogether.com/

----

MobileX for Sage 100 is availabe on the iOS app store for iPhone.

[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/ie/app/mobilex-for-sage-100/id6499266570]]

coming soon...

[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexs100&hl=en&gl=US]]

Available as a Progressive Web Applicaiton (PWA)

[[Image:Storeapp3.png|300px|link=https://store.app/appmx100-crmtogether-com?share=634f720bf797d1d258ed5caf954e3d16&utm_medium=acs100.crmtogether.com&utm_campaign=user_click]]

File:MobileX Google Play.png

2024-11-12T20:10:28Z

Acs100Admin:

Mobile Client Install

2024-11-12T20:10:15Z

Acs100Admin:

On your phone open

https://appmxs100.crmtogether.com/

----

MobileX for Sage 100 is availabe on the iOS app store for iPhone.

[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/ie/app/mobilex-for-sage-100/id6499266570]]

coming soon...
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexs100&hl=en&gl=US]]

Available as a Progressive Web Applicaiton (PWA)

[[Image:Storeapp3.png|300px|link=https://store.app/appmx100-crmtogether-com?share=634f720bf797d1d258ed5caf954e3d16&utm_medium=acs100.crmtogether.com&utm_campaign=user_click]]

Main Page

2024-11-04T20:32:56Z

Acs100Admin:

<strong>Apps for Sage 100</strong>

Online help for

Accelerator for Sage 100 (Microsoft Outlook 365 Integration)

[[File:Sage 100 outlook home.png|600px]]

MobileX for Sage 100 (Mobile Application)

[[File:Sage 100 mobilex home.png|300px]]

File:Badge-ms-appstore.png

2024-09-19T16:29:25Z

Acs100Admin:

Outlook Client Install

2024-09-19T16:29:12Z

Acs100Admin:

The add-in is available on the Microsoft 365 add-in store. Click [https://appsource.microsoft.com/en-us/product/office/WA200006843?src=onlinehelp&mktcmpid=acs100 here] to open or add via Outlook.

[[Image:badge-ms-appstore.png|link=https://appsource.microsoft.com/en-us/product/office/WA200006843]]

----

TO MANUALLY INSTALL

1. Click https://update.crmtogether.com/appac100-manifest.xml to download the Manifest file to your machine. The file should save to your "downloads" folder. If your browser prompts to open this file just ignore this.

2. Open https://aka.ms/olksideload in a browser ( and login to your Microsoft 365 Acocunt if needed)

[[File:Addins for microsoft outlook.png|500px]]

3. Follow the steps in the image to "Add from file". Select the file download in step 1.

4. In the prompt click Install

[[File:Install outlook addin.png|500px]]

5. The add in should show as installed correctly.

[[File:Sage 100 outlook add in installed.png|500px]]

6. Close the dialog and refresh Outlook in your browser.

7. Select an Email. Click on the ... button and select "Customize Actions" from the menu.

[[File:Customize outlook add in display.png|500px]]

8. Select the AC S100 add in from the display and check the box and click Save

[[File:Pin addin to email.png|500px]]

9. The icon will show up in the email area (You may need to refresh the Outlook screen for it to appear). Click the icon to open the Task Pane.

[[File:Add in showing in pane.png|500px]]

10. Within the task pane configure the connection.

[[File:Get started with sage 100 microsoft outlook accelerator.png|500px]]

See [[Add Connection]] for details on how to to set this up

----

To uninstall just open the [https://aka.ms/olksideload 'Add-ins for Outlook'] page again and select either

My Add-ins

or

Admin-Managed

(Depending on how the app was deployed)

[[File:uninstall sage 100 outlook add in.png|500px]]

MediaWiki:Sidebar

2024-09-19T09:29:51Z

Acs100Admin:

Items

2024-09-03T12:25:53Z

Acs100Admin:

Items is a lookup for "IC Items" in Sage 100.

The Item details and warehouse data are also shown.
[[File:Sage 100 ic item summary.png|thumb]]

'''Header'''

* Item Code
* Item Description
[[File:Sage 100 ic item image.png|thumb]]
'''Tab layout'''
[[File:Sage 100 ic item pricelists.png|thumb]]
* Summary (1) - Item Information and Warehouse details (Quantities)
* Pricelists (2)
[[File:Sage 100 ic item alias.png|thumb]]
* Item Aliases (3)
'''Links'''

* Item Image - opens the image in a larger dialog

If there is an image this is also shown.
Clicking on the image in the summary will open a larger version of the item image.

Items

2024-09-03T12:25:38Z

Acs100Admin:

Items is a lookup for "IC Items" in Sage 100.

The Item details and warehouse data are also shown.
[[File:Sage 100 ic item summary.png|thumb]]

'''Header'''

* Item Code
* Item Description
[[File:Sage 100 ic item image.png|thumb]]
'''Tab layout'''
[[File:Sage 100 ic item pricelists.png|thumb]]
* Summary (1) - Item Information and Warehouse details (Quantities)
* Pricelists
[[File:Sage 100 ic item alias.png|thumb]]
* Item Aliases
'''Links'''

* Item Image - opens the image in a larger dialog

If there is an image this is also shown.
Clicking on the image in the summary will open a larger version of the item image.

Items

2024-09-03T12:24:09Z

Acs100Admin:

Items is a lookup for "IC Items" in Sage 100.

The Item details and warehouse data are also shown.
[[File:Sage 100 ic item summary.png|thumb]]
If there are images these are also shown. Clicking on the image in the summary will open a larger version of the item image.

'''Header'''

* Item Code
* Item Description
[[File:Sage 100 ic item image.png|thumb]]
'''Tab layout'''
[[File:Sage 100 ic item pricelists.png|thumb]]
* Summary (1) - Item Information and Warehouse details (Quantities)
* Pricelists
[[File:Sage 100 ic item alias.png|thumb]]
* Item Aliases
'''Links'''

* Item Image - opens the image in a larger dialog

File:Sage 100 ic item alias.png

2024-09-03T12:23:28Z

Acs100Admin:

File:Sage 100 ic item pricelists.png

2024-09-03T12:23:10Z

Acs100Admin:

File:Sage 100 ic item image.png

2024-09-03T12:22:51Z

Acs100Admin: Acs100Admin uploaded a new version of File:Sage 100 ic item image.png

Sage 100 ic item image

File:Sage 100 ic item summary.png

2024-09-03T12:22:28Z

Acs100Admin: Acs100Admin uploaded a new version of File:Sage 100 ic item summary.png

Sage 100 ic item summary

Search

2024-09-03T12:21:48Z

Acs100Admin:

You can search across

* AR Customers
* AR Customer Contacts
* AR Customer Orders
* AP Vendors
* Invoices
* Prospects
* Items
* Touchpoints

[[File:Sage 100 search.png|thumb]]

There is also a specific lookup for Email and Phone numbers. This is also used for the Microsoft Outlook and Microsoft Office 365 email integation (in MobileX for Sage 100).

'''How searches work'''

Here we will outline how the search works per entity.

We break this down to EXACT and LIKE matching.
----
# AR Customers

'''Exact'''

* City
* ZipCode

'''Like'''

* CustomerName
* AddressLine1
* TelephoneNo
* EmailAddress

'''Default Order''''

CustomerName ''Ascending''
----2. AR Customer Contacts

'''Exact'''
* City
* ZipCode

'''Like'''

* ContactName
* CustomerName
* ContactCode
* AddressLine1
* TelephoneNo1
* EmailAddress

'''Default Order''''

ContactName ''Ascending''
----3. AR Customer Orders

'''Like'''

* SalesOrderNo
* CustomerPONo

'''Default Order''''

OrderDate ''Ascending''
----4. AP Vendors

'''Exact'''
* VendorNo
* City
* ZipCode

'''Like'''

* VendorName
* PrimaryContact
* AddressLine1
* TelephoneNo
* FaxNo
* EmailAddress

'''Default Order''''

VendorName ''Ascending''
----5. Invoices

'''Exact'''
* InvoiceNo
* CustomerNo

'''Like'''

* BillToName

'''Default Order''''

InvoiceDate ''Ascending''
----6. Prospects

'''Exact'''
* City
* ZipCode

'''Like'''

* CustomerName
* CustomerContact
* EmailAddress
* EmailAddress
* AddressLine1

'''Default Order''''

CustomerName ''Ascending''
----7. Email/Phone

This is a special look up table only that covers (AR Customer/AR Customer Contacts/AR Customer Orders/AP Vendors/Invoices). Each column name below can in fact contain any type of data we feel is useful to search with.
[[File:Sage 100 email phone search.png|thumb]]

'''Like'''

* NAME
* EMAIL1
* EMAIL2
* NAMECTAC
* TEXTPHON1
* TEXTPHON2

'''Default Order''''

NAME ''Ascending''

The first column in the result shows what the entity is (based on the icon)
----

8. Items

'''Exact'''
* ItemCode
* PrimaryVendorNo
* ProductLine
* WarehouseDesc

'''Like'''

* ItemCodeDesc
* Alias
* Alias Description

'''Default Order''''

ItemCodeDesc ''Ascending''

----

8. Touchpoints

'''Like'''

* msgdate
* msgsubject
* msgtextbody

'''Default Order''''

msgdate''Ascending''

Items

2024-09-03T12:21:04Z

Acs100Admin:

Items is a lookup for "IC Items" in Sage 100.

The Item details and warehouse data are also shown.
[[File:Sage 100 ic item summary.png|thumb]]
If there are images these are also shown. Clicking on the image in the summary will open a larger version of the item image.

'''Header'''

* Item Code
* Item Description
[[File:Sage 100 ic item image.png|thumb]]
'''Tab layout'''
[[File:Sage 100 ic item pricelists.png|thumb]]
* Summary (1) - Item Information and Warehouse details (Quantities)
* Pricelists
[[File:Sage 100 ic item alias.png|thumb]]
* Item Aliases
[[File:Sage 100 ic item images.png|thumb]]
'''Links'''

* Item Image - opens the image in a larger dialog

Gmail Email

2024-09-03T12:06:30Z

Acs100Admin:

coming soon..

To support Gmail it is required that you Enable IMAP on for your Gmail account.

Please note: '''Google may in future disable or restrict this'''

Ref: https://apps.google.com/supportwidget/articlehome?hl=en&article_url=https%3A%2F%2Fsupport.google.com%2Fa%2Fanswer%2F105694%3Fhl%3Den&assistant_id=generic-unu&product_context=105694&product_name=UnuFlow&trigger_context=a

Once you have done this follow instructions on the IMAP Email page

https://acs100.crmtogether.com/index.php?title=IMAP_Email

to setup the connection

Gmail Email

2024-09-03T12:06:22Z

Acs100Admin:

coming soon..

To support Gmail it is required that you Enable IMAP on for your Gmail account.

Please note: Google may in future disable or restrict this

Ref: https://apps.google.com/supportwidget/articlehome?hl=en&article_url=https%3A%2F%2Fsupport.google.com%2Fa%2Fanswer%2F105694%3Fhl%3Den&assistant_id=generic-unu&product_context=105694&product_name=UnuFlow&trigger_context=a

Once you have done this follow instructions on the IMAP Email page

https://acs100.crmtogether.com/index.php?title=IMAP_Email

to setup the connection

Gmail Email

2024-09-03T12:06:00Z

Acs100Admin:

coming soon..

To support Gmail it is required that you Enable IMAP on for your Gmail account.

Please note:

*** Google may in future disable or restrict this ***

Ref: https://apps.google.com/supportwidget/articlehome?hl=en&article_url=https%3A%2F%2Fsupport.google.com%2Fa%2Fanswer%2F105694%3Fhl%3Den&assistant_id=generic-unu&product_context=105694&product_name=UnuFlow&trigger_context=a

Once you have done this follow instructions on the IMAP Email page

https://acs100.crmtogether.com/index.php?title=IMAP_Email

to setup the connection

IMAP Email

2024-09-03T11:55:52Z

Acs100Admin:

coming soon....

IMAP EMAIL CONNECTION

To start click on the Mailbox icon

[[File:mailbox icon.png|400px]]

in the bottom right of the MobileX app.

On the screen click the IMAP button

[[File:connect to imap.png|400px]]

In the next screen put in your email address and click "Submit"

If you have previously registered your email a token will be emailed to you and you copy this from your email and paste into the input and click "Connect".

If you have not registered this email address before you will see the New Account screen.

[[File:register email imap server.png|400px]]

Defaults are set to typical values but may differ for you.

IMAP Port: 993

SMTP Port: 587

Click "Register" and if credentials are correct the system will connect to the mailbox and show you the emails.

For details on using your email see https://acs100.crmtogether.com/index.php?title=Using_Email

Office 365 Email

2024-09-03T11:55:44Z

Acs100Admin:

OUTLOOK EMAIL CONNECTION

You can connect your Microsoft 365 email to MobileX and search based on the email, view the email and file the email against a give entity.

To connect or access your email click on the "Inbox" icon in the bottom right of the screen.

[[File:Sage 100 email inbox.png|300px]]

Click the Sign in with Microsoft button

[[File:Sage 100 email signin.png|300px]]

And follow the instructions to connect.

For details on using your email see https://acs100.crmtogether.com/index.php?title=Using_Email

IMAP Email

2024-09-03T11:55:05Z

Acs100Admin:

Using Email

2024-09-03T11:54:40Z

Acs100Admin:

You must have connected to your mailbox (Outlook/Gmail/IMAP) for the following to be valid.

----

When connected the mail box will display something like this

[[File:Sage 100 mailbox setup.png|300px]]

You can preform certain actions on the inbox.

[[File:Sage 100 mailbox.png|300px]]

A. If the email is a SENT email this icon shows.

B. If the email is received in this icon shows.

C. You can search within the mailbox

D. Logout - disconnects the mailbox

E. Refresh the mailbox

F. Searches the system based on the email address it came from (or was sent to)

Clicking the email icon will also open the view email dialog and set that email as the active selected email. This is used then when you try file an email against an entity

[[File:Sage 100 view email.png|300px]]

When you select an email and then view an entity you will see the File Email button (A)

[[File:Sage 100 mx save email button.png|300px]]

When clicked you see the option to Save this against the given Entity

[[File:Sage 100 mx save email.png|300px]]

Click "Save" to complete

Office 365 Email

2024-09-03T11:54:09Z

Acs100Admin:

OUTLOOK EMAIL CONNECTION

You can connect your Microsoft 365 email to MobileX and search based on the email, view the email and file the email against a give entity.

To connect or access your email click on the "Inbox" icon in the bottom right of the screen.

[[File:Sage 100 email inbox.png|300px]]

Click the Sign in with Microsoft button

[[File:Sage 100 email signin.png|300px]]

And follow the instructions to connect.

Once connected the mail box will display something like this

[[File:Sage 100 mailbox setup.png|300px]]

Using Email

2024-09-03T11:53:30Z

Acs100Admin:

You must have connected to your mailbox (Outlook/Gmail/IMAP) for the following to be valid.

----

You can preform certain actions on the inbox.

[[File:Sage 100 mailbox.png|300px]]

A. If the email is a SENT email this icon shows.

B. If the email is received in this icon shows.

C. You can search within the mailbox

D. Logout - disconnects the mailbox

E. Refresh the mailbox

F. Searches the system based on the email address it came from (or was sent to)

Clicking the email icon will also open the view email dialog and set that email as the active selected email. This is used then when you try file an email against an entity

[[File:Sage 100 view email.png|300px]]

When you select an email and then view an entity you will see the File Email button (A)

[[File:Sage 100 mx save email button.png|300px]]

When clicked you see the option to Save this against the given Entity

[[File:Sage 100 mx save email.png|300px]]

Click "Save" to complete