Be sure to bookmark “The New Sage 300 Home Page,” a recent post on Stephen Smith’s Blog site on WordPress.com, for your link to the features offered on the new Sage 300 Web UIs. This home page, not to be confused by the 6.0A Portal, the Partner Portal, or other portals, can streamline your main entry point into Sage 300 and reduce the clutter. You can get to the Home Page by clicking on the Home link next to the Sage 300 logo. You will also see the “Add Widgets” menu and choose the KPIs that you want to see when you get to work. The Home Page will let you run up to 10 accounting screens at the same time. You can switch between screens or close screens using the Window Manager widget. There are several other customizations that you can choose to put the data you need at your fingertips and reduce clutter. Contact BTerrell Group for additional guidance and support with the various features offered with the new Home Page and other functionalities within Sage 300.
By Brian Terrell of BTerrell Group, LLP, Intacct and Sage ERP & CRM provider based in Dallas.