Sage 100

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  • 1.  recommendations for add-on collections app for Sag

    Posted 04-10-2014 09:13
    recommendations for add-on collections app for Sage 100?


  • 2.  RE: recommendations for add-on collections app for Sag

    Posted 04-10-2014 09:21
    For Collection tracking, you can create a tab within Customer Maint. in custom office with text, date last called, user who called. Then create a custom view in Explorer using customer with balance column, a calculated days past due column and add the UDF fields from the tab created. A person making collection calls can use the explorer report and go between the report to the customer as they make calls and make notes of the conversation(s).


  • 3.  RE: recommendations for add-on collections app for Sag

    Posted 04-10-2014 09:30
    Sage CRM?


  • 4.  RE: recommendations for add-on collections app for Sag

    Posted 04-10-2014 09:49
    I 2nd Mark's suggestion. Collections, and the issues that arise during it, is the 1st baby step toward CRM Customer Service.


  • 5.  RE: recommendations for add-on collections app for Sag

    Posted 04-10-2014 10:48
    Thanks for the comments. Interesting suggestion @WendyGorski . There was a collections app add-in for CRM but it doesn't work with 7.2.