Prospects: Difference between revisions
From Apps for Sage 100
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Touchpoints can be recorded against Prospects. | Touchpoints can be recorded against Prospects. | ||
'''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 | |||
* 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 | |||
Revision as of 09:29, 26 March 2024
Prospects are not an entity from Sage 100 but instead an entity that exists in the applications only.
The data can be exported using the Data Islands interface to a database or a flat file (csv for example).
Touchpoints can be recorded against Prospects.
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
- 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
