• Duplicate customer entries

    How do you prevent Sage 100 from creating a duplicate entry in CRM, or how can you ensure that Sage 100 searches CRM prospects when a sale is made so you prevent a duplicate entry in CRM
  • Auto-emailing past due invoices

    Is it possible to automatically email our customers when their invoices become past-due? We are trying reign in our A/R and at 45 days after the invoice is issued, it would be awesome to have our system auto-send a notification/reminder to the debtor…
  • Customer Memos

    I'm looking for a way to mass edit/delete memos in customer maintenance in accounts relievable. I'm trying to clean up and delete memo codes so it will be more organized to pull reports. I currently have to look up everyone's account and manually delete…