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  • 1.  Does anyone have the form to change/update a custo

    Posted 06-27-2018 06:22
    Does anyone have the form to change/update a customer's contacts with Sage? TIA!


  • 2.  RE: Does anyone have the form to change/update a custo

    Posted 06-27-2018 06:31
      |   view attached
    I have this old copy...

    Attachment(s)

    pdf
    Sage_Authorized_Contacts_Form.pdf   75 KB 1 version


  • 3.  RE: Does anyone have the form to change/update a custo

    Posted 06-27-2018 06:36
      |   view attached
    Here is the form I received from SAGE and used last month.

    Attachment(s)

    pdf
    AuthorizedContactRequestv2.pdf   363 KB 1 version


  • 4.  RE: Does anyone have the form to change/update a custo

    Posted 06-27-2018 06:38
    Thanks @BrianKelly (yours is a relic!) and @MichaelMcDonald - appreciate it!


  • 5.  RE: Does anyone have the form to change/update a custo

    Posted 06-27-2018 06:52
      |   view attached
    And since I was on the Knowledgebase, I found this one...

    Attachment(s)

    pdf
    Sage_Authorized_Contact_Requestv4.pdf   353 KB 1 version


  • 6.  RE: Does anyone have the form to change/update a custo

    Posted 06-27-2018 08:27
    When I asked a couple weeks ago for a client, Sage suggested that the client log into the customer portal and do it themselves. I just rolled my eyes.


  • 7.  RE: Does anyone have the form to change/update a custo

    Posted 06-27-2018 14:21
    They can also email customer.portal@sage.com to request the change


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