Contents Include: - Overview of Sage CRM Contact Management - Demonstration of Working with Sage CRM contacts - Demonstration of Customizing a Sage CRM screen layout Contact Management Notes: - Out of the box Sage 300 ERP (Accpac) and Sage CRM integration allows you to maintain a single database. This will create efficiencies and save money for you organization. - Store unlimited number of companies and people in your Sage CRM solution. - Ability to add and modify screens that will meet your organizations specific requirements. - Ability to create ad hoc reports and groups. - Ability to add any document type and file email from MS Outlook. Searching for a Company or Person: - Click Find button on menu bar. - Select entity you would like to search on. We will use company and person for our example. - Enter search criteria, and click Find button or press enter key on your keyboard. - Select item from grid to display the data. Adding a New Company and a Person: - Click New button on menu bar. - Enter company name, and click Enter Company Details button. - Enter all required data. - Click Save. Attaching a Document to a Company: - Open a company record within Sage CRM. - Click Documents tab. - Click New. - Enter required document properties. - Attach file. - Click Save. Working with Communications: - Add an appointment. - Send an email. - Add a document. - Search and filter communications. Creating a Group: - Click My CRM button on menu bar. - Click Groups tab. - Click New Group. - Enter name, description, type, entity, source view, available to, and click Continue. - Enter group properties, and click Continue. - Enter search criteria for list, and click Continue. - Click Save. Creating a report: - Click Reports button on menu bar. - Click General, and New button. - Enter name, source view, category, report type, report style, rows per page, description, and any additional options. - Add fields for contents, search criteria, sorting, and click Continue. - Enter search criteria for report, and click Continue. - Configure report layout, and click Save. Modifying the Company Summary Screen Layout: - Click on Administration menu, and click Customization from the menu. - Click Company. - Add a new field. - Click Screens tab and select inline customization. Then go back to Main Menu, and open a company record. - From Summary tab select customize screen from the Company block. - Add the newly created field to the screen, and Save change.

1. Monthly Web Chat with
Calvin O’Driscoll
February 14, 2013

2. Agenda
• GoToMeeting housekeeping
• Overview of Sage CRM Contact Management
• Demonstration of Working with Sage CRM contacts
• Demonstration of Customizing a Sage CRM screen layout
• Q&A

3. Housekeeping
• During the Webinar, all attendees will be muted and placed in listen
only mode. I will open the lines at the end of each section and address
questions. I will open the lines again during the Q&A session.
• If you have a question, you may also enter it in the chat window and I
will answer promptly during the Q&A session.

4. Contact Management
Contact Management Notes:
• Out of the box Sage 300 ERP (Accpac) and Sage CRM integration allows you
to maintain a single database. This will create efficiencies and save money
for you organization.
• Store unlimited number of companies and people in your Sage CRM
solution.
• Ability to add and modify screens that will meet your organizations specific
requirements.
• Ability to create ad hoc reports and groups.
• Ability to add any document type and file email from MS Outlook.

5. Contact Management
Searching for a Company or Person:
• Click Find button on menu bar.
• Select entity you would like to search on. We will use company and person
for our example.
• Enter search criteria, and click Find button or press enter key on your
keyboard.
• Select item from grid to display the data.

6. Contact Management
Adding a New Company and a Person:
• Click New button on menu bar.
• Enter company name, and click Enter Company Details button.
• Enter all required data.
• Click Save.

7. Contact Management
Attaching a Document to a Company:
• Open a company record within Sage CRM.
• Click Documents tab.
• Click New.
• Enter required document properties.
• Attach file.
• Click Save.

8. Contact Managment
Working with Communications:
• Add an appointment.
• Send an email.
• Add a document.
• Search and filter communications.

9. Contact Managment
Creating a Group:
• Click My CRM button on menu bar.
• Click Groups tab.
• Click New Group.
• Enter name, description, type, entity, source view, available to, and click
Continue.
• Enter group properties, and click Continue.
• Enter search criteria for list, and click Continue.
• Click Save.

10. Contact Managment
Creating a report:
• Click Reports button on menu bar.
• Click General, and New button.
• Enter name, source view, category, report type, report style, rows per page,
description, and any additional options.
• Add fields for contents, search criteria, sorting, and click Continue.
• Enter search criteria for report, and click Continue.
• Configure report layout, and click Save.

11. Contact Managment
Modifying the Company Summary Screen Layout:
• Click on Administration menu, and click Customization from the menu.
• Click Company.
• Add a new field.
• Click Screens tab and select inline customization. Then go back to Main
Menu, and open a company record.
• From Summary tab select customize screen from the Company block.
• Add the newly created field to the screen, and Save change.

12. Q&A

13. Contact Details:
Calvin O’Driscoll, ERP Manager
(709) 726 – 8347 ext. 419
calvin.odriscoll@atlanticdatasystems.com
For support:
support@atlanticdatasystems.com