BTerrell Group Blog

As a Sage client, you may be familiar with the benefits of building and working from call lists in Sage CRM. Often, this functionality provides an efficient methodology for a workflow involving identification of a subset of clients or prospects you may want to call on for a specific purpose (i.e. overdue invoices, recent orders, etc.). And as a salesperson, this concept is often helpful for following up with opportunities that were recently discovered, as in new prospects!

As helpful as this function is within Sage CRM, a close resemblance to it exists in Sage 300 ERP, although many users have been unaware of it – yours truly included. Thankfully, I benefit from a top-shelf team of consultants that often reveal to me new tricks of the trade. I thought you might want to see how this tool functions, so check out the attached video demonstration.

The demo shows how the little-used A/R Customer List, along with Customer Inquiry, Optional Fields and a telephone, can provide customer relationship management functions, although not on the same scale as Sage CRM.  The Customer List simply allows a user to construct an actionable list of customers using criteria from the customer master.