Posted on Thu, Jul 15, 2010 @ 10:44 AM
The Recent List in SageCRM can be viewed on the top left-hand corner of your screen.
- It allows you to quickly select and return to the company, person, opportunity, lead, case, or solution you were most recently dealing with.
- You can activate it by by clicking on or hovering over the Recent button. You can define how you want to activate the list from the Preferences tab in My CRM.
- As well as returning to a specific opportunity, case, company or person, selecting one of the recent list heading icons returns you to the corresponding find page. For example, selecting the Person heading icon, displays the person Find page. Selecting Clear, clears the list.
Posted on Mon, Mar 22, 2010 @ 09:07 AM
How do you know which sales innovations and best practices are the most effective and can give you the best results, and how do you evaluate their potential impact on your sales cycle? Join us for this Webinar to learn what industry experts have to say. You'll learn
Webinar Date & Time: Thursday, March 25, 2010 at 12:00 p.m. Central.
Register now!
Posted on Mon, Mar 01, 2010 @ 11:19 AM
In an earlier post, we mentioned some of the features included in the newest version of Sage Accpac ERP 5.6 such as:
- New serialized inventory and lot tracking
- Improved bank reconciliation
- Sage Accpac Intelligence
- Simplified installation and data activation
- Free training
- Built-in A/R inquiry tool
On his blog, Stephen Smith, the Chief Architect of the Sage Accpac product, gives us insight into what we may expect in the future from Sage Accpac ERP 6.0. He states that the main goal of version 6.0 is to solve customer requests with Web technology in 3 main areas:
*Usability: Improve Productivity
- role-based, personalized portal
- task-oriented navigation
- contextual user assistance
*Reporting: Faster Information Access
- integrated dashboards/KPI's
- ad-hoc inquiry tool - quick information lists
*Integration: Streamline Processes
- enhanced quote-to-order workflow for SageCRM users
- elimination of Lanpak requirement for SageCRM users for Order Entry
- SageCRM 7.0 support
Read More From Stephen Smith's Blog
- Brian Terrell, CPA and Managing Partner
Source: Smith, Stephen. "SageERP Accpac 6.x Product Roadmap." smist08.wordpress.com. February 19, 2010. <http://smist08.wordpress.com>/2010/02/
Posted on Mon, Jan 25, 2010 @ 10:43 AM
We are excited about the new features available in the latest version of Sage Accpac ERP, including the new business intelligence tool, Sage Accpac Intelligence, that enables you to adapt successfully to the changes in today's market and make better, faster decisions. This tool allows you to spend more time analyzing information and less time pulling data together. Sage Accpac ERP Version 5.6 also enables offline synchronization to SageCRM to help make field sales, marketing, and service personnel more productive and efficient because they can work anytime, anywhere, irrespective of connectivity. Version 5.6 is available now for companies current on software assurance. Contact us to learn more or to schedule your upgrade.
- Brian Terrell, CPA and Managing Partner
Posted on Wed, Jan 06, 2010 @ 09:52 AM
Many are turning to Google Chrome as the browser of choice. According to research company Net Applications, Internet Explorer, officially the only browser supported by SageCRM, has lost 1% of market share every month for the past 6 months. And now, Google Chrome has overtaken Apple's Safari.
So how to use SageCRM with Google Chrome? I think the best way may be to download and install the beta version of Google Chrome (version 4.0.+), which supports Google Chrome Extensions. Then, download and install the IE Tab extension, of which there are already over 77,000 users. Then, access SageCRM using this extension and enjoy SageCRM in Google Chrome!
- Brian Terrell, CPA and Managing Partner
Posted on Mon, Nov 23, 2009 @ 01:05 PM
This past Thursday, November 19, Terrell & Terrell hosted its 10th annual client appreciation conference, Accpac Thanksgiving!
We kicked off the day with a great keynote speaker, Joe Rotella, who presented us with ways to use social media to boost the bottom line. Followed by lunch at Fogo de Chao , attendees were given the choice of 9 different breakout sessions including sessions about Sage FAS Fixed Assets, Orchid Systems, Pacific Technology, SageCRM, Accpac Tips and Tricks, and many more. During the closing session, great prizes were given away including gift cards to Fogo de Chao, a gift certificate to Music in Motion, and a free SageCRM LanPak! Congratulations to the winners!
Attendees were also able to receive 8 CPE credits for attending the entire day. Once again, we created a funny, yet informative, video that was first shown at Accpac Thanksgiving. Click Here to see it! It's a spoof of "The Dating Game," but about someone who is trying to find the great ERP system. (I wonder which one she chooses...?!?)
So please join us next year if you missed out on this annual event! Thank you to everyone who came out! The event was a great success, and we hope to see you again net November!
- Meredith Gooch, Marketing Manager
Posted on Mon, Oct 12, 2009 @ 11:02 AM
When SageCRM is first installed, the default grid size can be set up to 25 rows. While this may be the perfect size to see everything on one screen, occasionally some users may wish to show more than 25 lines. To add more options, the user needs to add more entries into the translation:
Caption Code: << enter grid size>>
Caption Family: UserGridSize
Caption Family Type: Choices
US Translation: <>
After adding the entry, it should show up under the Preference Grid Size drop down list.
- Kristi Feng, Project Manager
Posted on Mon, Oct 05, 2009 @ 01:23 PM
Terrell & Terrell is very proud to announce the newest addition to our consulting team, Mr. Ganesh Balakrishnan! Mr. Balakrishnan will assist clients with the evaluation and implementation of SageCRM, business process development, and information technology needs. Read More...
- Meredith Gooch, Marketing Manager
Posted on Mon, Jul 20, 2009 @ 02:49 PM
Visit the Terrell & Terrell Webcast center to view recorded Webcasts or sign up for upcoming live sessions.
Examples of Webcasts include:
- Reporting and Business Intelligence with Sage Accpac Insight
- How Productivity is the Key to Thriving in Down Economic Times
- How CRM Can Help Your Finance Department
- Meredith Gooch, Marketing Manager
Posted on Thu, Apr 30, 2009 @ 02:41 PM
Let me count the ways…
SageCRM:
- Gives non-accounting users (even those in remote locations) access to information stored in A/P vendor and A/R vendor records, including contacts, addresses, phone numbers, account numbers, and even invoices.
- Empowers salespeople who participate in the overdue invoice collection process using the CRM Accounts Receivable Collection Tool.
- Maintains vendor and customer contract information, with emailed notifications before expiration dates.
- Sets up a workflow for authorization of expenditures with email notification.
- Records IT support incidents and resolutions while building a self-help knowledgebase in the process.
SageCRM can do this and much more! For further information, Click Here or call us at (214) 647-2611.
- Chris Firra, Sr. Consultant