New pages
From Apps for Sage 100
- 05:11, 18 April 2024 Browser Support (hist | edit) [203 bytes] Acs100Admin (talk | contribs) (Created page with " The Accelerator for Sage 100 and 300 applications are based on a modern technical stack and does not support thhe following browsers or browser controls * Legacy (Trident/IE11) * WebView1 / Legacy Edge If you see a message")
- 10:35, 15 April 2024 Accounts (hist | edit) [302 bytes] Acs100Admin (talk | contribs) (Created page with "The product requires an additional purchase of the backend setup which is built on our https://crmtogether.com/products/data-islands/ "Data Islands" product. For details of this or enquiries for demo's or a sales call please fill in the form on our https://crmtogether.com/contact/ "website".")
- 10:31, 15 April 2024 Support (hist | edit) [338 bytes] Acs100Admin (talk | contribs) (Created page with "If after reviewing the online help you are still unsure of how to proceed please contact us from the form on our website https://crmtogether.com/contact/ "Contact us"")
- 11:26, 11 April 2024 Technical Notes (hist | edit) [2,509 bytes] Acs100Admin (talk | contribs) (Created page with "dd") Tag: Visual edit
- 10:22, 26 March 2024 AR Customer Orders (hist | edit) [477 bytes] Acs100Admin (talk | contribs) (Created page with "xx") Tag: Visual edit
- 10:16, 26 March 2024 AR Customer Contacts (hist | edit) [285 bytes] Acs100Admin (talk | contribs) (Created page with "xx") Tag: Visual edit
- 09:46, 26 March 2024 AP Vendors (hist | edit) [249 bytes] Acs100Admin (talk | contribs) (Created page with "sd") Tag: Visual edit
- 09:27, 26 March 2024 AR Customers (hist | edit) [532 bytes] Acs100Admin (talk | contribs) (Created page with "<nowiki>'''Header'''</nowiki> <nowiki>*</nowiki> Invoice number <nowiki>*</nowiki> AR Customer name <nowiki>*</nowiki> AR Customer code <nowiki>*</nowiki> Email Address <nowiki>'''Tab layout'''</nowiki> <nowiki>*</nowiki> Summary (1) - Basic information and Line items (7) <nowiki>*</nowiki> Details (2) - More senstive invoice data <nowiki>*</nowiki> Touchpoints (3) - Emails and logged calls <nowiki>*</nowiki> Payments (4) - any payments against the invoice <now...") Tag: Visual edit
- 13:29, 25 March 2024 Home Screen (hist | edit) [609 bytes] Acs100Admin (talk | contribs) (Created page with "The Home screen contains an Accordian control with lists in them. Overdue - Customers who are X amount of days overdue (this is configurable) Open Orders - Customer Orders (orders with OrderType in ('S','B')) Open Quotes - Customer Quotes (orders with OrderType in ('Q','P'))") Tag: Visual edit
- 13:25, 25 March 2024 Prospects (hist | edit) [499 bytes] Acs100Admin (talk | contribs) (Created page with "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.") Tag: Visual edit
- 12:00, 25 March 2024 Settings (hist | edit) [507 bytes] Acs100Admin (talk | contribs) (Created page with "thumb thumb Open the settings screen by clicking the COG icon on the bottom of the screen. # Edit connections settings # Delete connection # Select the theme and/or dark mode # Make the screen larger # Make the fonts larger # Select the language # Select the number of columns (including icons) to display. Keep no less than 4. # Reset all connections and cached data # Product version # Product...") Tag: Visual edit
- 11:54, 25 March 2024 User Options (hist | edit) [153 bytes] Acs100Admin (talk | contribs) (Created page with "Users can Change Password (2) thumb Logout (3) from the Options (1) area. This is found on the search screen.") Tag: Visual edit
- 11:35, 25 March 2024 Items (hist | edit) [506 bytes] Acs100Admin (talk | contribs) (Created page with "Items is a lookup for "IC Items" in Sage 100. The Item details and warehouse data are also shown. If there are images these are also shown.") Tag: Visual edit
- 11:33, 25 March 2024 Touchpoints (hist | edit) [421 bytes] Acs100Admin (talk | contribs) (Created page with "Touch point records are # Emails # Logged phone calls # Logged SMS messages These can be stored under * AR Customers * AR Customer Contacts * AR Customer Orders * AP Vendors * Prospects They are not available under * Items") Tag: Visual edit
- 10:55, 25 March 2024 Office 365 Email (hist | edit) [1,352 bytes] Acs100Admin (talk | contribs) (Created page with "You can connect your email to MobileX and search based on the email, view the email and file the email against a give entity. thumb thumb thumb To connect or access your email click on the "Inbox" icon in the bottom right of the screen. thumb thumb") Tag: Visual edit
- 09:26, 25 March 2024 Add Connection (hist | edit) [819 bytes] Acs100Admin (talk | contribs) (Created page with " Opening the application the first time in a new environment you will be prompted to set up the connection. 300px Click the "Get Started" button 300px Click the "+" button 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...")
- 09:18, 25 March 2024 Microsoft Outlook (hist | edit) [815 bytes] Acs100Admin (talk | contribs) (Created page with "thumb Opening the application the first time in a new environment you will be prompted to set up the connection. thumb thumb thumb thumb") Tag: Visual edit
- 08:43, 25 March 2024 Conventions (hist | edit) [460 bytes] Acs100Admin (talk | contribs) (Created page with "'''General product conventions''' Dates Dates are displayed in the format YYYY-MM-DD")
- 07:57, 25 March 2024 Invoices (hist | edit) [474 bytes] Acs100Admin (talk | contribs) (Created page with "'''Header''' * Invoice number * AR Customer name * AR Customer code * Email Address '''Tab layout''' * Summary * Details * Touchpoints * Payments") Tag: Visual edit
- 06:02, 25 March 2024 Search (hist | edit) [2,132 bytes] Acs100Admin (talk | contribs) (Created page with "You can search across * AR Customers * AR Customer Contacts * AR Customer Orders * AP Vendors * Invoices * Prospects * Items thumb") Tag: Visual edit
- 12:57, 19 March 2024 Mobile App (hist | edit) [133 bytes] Acs100Admin (talk | contribs) (Created page with "Open your browser on your phone and navigate to https://appmxs100.crmtogether.com/ and set up your connection using your logon details") Tag: Visual edit
- 06:28, 26 January 2024 Mobile Client Install (hist | edit) [572 bytes] Acs100Admin (talk | contribs) (pwa store added) Tag: Visual edit
- 08:35, 25 January 2024 Outlook Client Install (hist | edit) [1,849 bytes] Acs100Admin (talk | contribs) (Created page with " We are preparing to submit the app to the Microsoft 365 add-in store. Until it is published there you have to do the following. Download the XML manifest file. Open https://aka.ms/olksideload (login to your Microsoft 365 Acocunt if needed) Click") Tag: Visual edit
