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In observance of the holiday season we will be closed on December 25th, and January 1st.

 

 Happy Holidays from all of us at

Preferred Logic!

 

What's new in Sage CRM 5.8

Sage CRM v5.8 from Sage Software incorporates a number of new features that ease administrative tasks and increase the product's functionality.

Enhanced CRM Dashboard
Sage CRM v5.8 delivers new CRM Dashboard capabilities that make it easier than ever before to have critical information at your fingertips.  The CRM Dashboard gives you the ability to create custom dashboards that contain the CRM information most relevant to your day-to-day work.

  • Multiple Dashboards
  • Dashboard Setup and Maintenance
  • Extended Dashboard Options
  • Company Dashboard

Improved Report Organization
Sage CRM v5.8 includes new report management capabilities that help you to categorize and organize access to your most important CRM data.

  • Adding Report Categories
  • Frequently Used Reports
  • Company and Person Summary Reports

User Administration
Sage CRM v5.8 streamlines the system administration process for managing users, security, and monitoring system usage. 

  • NEW Default User Template
  • Improved Template Creation and Management
  • NEW CRM System Usage Monitoring
         - Real-Time Usage Monitoring
         - Track Usage Trends
  • Password Security
  • Data Upload on Individuals

Target List
Sage CRM v5.8 introduces the ability to add Target Lists as CSV files to the Document Library.  When a CSV file is exported from a Target List, the file is added to the Library. All exported CSV target list files can be subsequently viewed by simply clicking the View Attachment button.

Additional Improvements

  • Communications Transfer
  • Default E-mail Template
  • Access the Main Menu buttons

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Sage Announces Sage Accpac HRMS

December 6, 2006 – Sage Software announced today the availability of Sage Accpac HRMS, a new human resource management system (HRMS) for Sage Accpac ERP (enterprise resource planning) and Sage Pro ERP users that is based on the company’s market-leading Sage Abra HRMS. Designed specifically for small and mid-sized U.S. and Canadian businesses, Sage Accpac HRMS offers HR, attendance and training modules to comprehensively meet the HR management, benefits administration, information tracking, reporting, and legislative compliance needs of North American organizations, with more flexibility, ease-of-use, and reporting options than other systems.

Sage Accpac HRMS includes enhanced job description information, more flexibility in defining employee seniority for attendance purposes, additional options for tracking vacation time, and step rates for such organizations as municipalities, universities, and union-based industries. Sage Accpac HRMS also features tight integration with Sage Payroll Services for U.S. companies, and offers an optional link to ADP Canadian payroll services.

Read the complete article.

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   New Option - Item Inquiry

Provides a one-stop screen for all important item details.

All of the item information is in one convenient, multi-tabbed display. (click on image to enlarge)

Key Features

  • All item information in one place

  • Re-size and re-arrange inquiry columns

  • Standard Sage Accpac look and feel

  • Item availability forecast

  • Links from OE Orders, OE Shipments and OE Invoices

  • Matches pricing display on Item Inquiry Price tab to Sage Accpac for discounted prices

  • Support for MISys item details. (Item, Location, BOM, M/Os, P/Os and SLT)

  • Detailed item pricing information. e.g. displays all discount prices based on discount levels

  • Direct query access to the IC History file

  • Optional limit to one location for Quantity Available tab

  • Optionally limit number of days in forecast for Quantity Available tab

  • Display a picture for inventory items

  • Show quantity shipped but not invoiced

  • Show only active locations

Quantity Available screen in Item Inquiry (click on image to enlarge)

New features for Item Inquiry

  • New tab added for OE Sales Order BOMs

  • New tab added for Item Kits

  • Location tab includes kits in calculation of qty available

  • SO tab includes split screen to show kits

  • Qty Avail tab includes OE Kits and OE BOM lines

Hot Buttons

  • One-stop shopping for all item data

  • Open sales orders or purchase orders by item

  • Price lists by item - all Prices

  • Profile, quantities, costs

  • Familiar Sage Accpac starting and ending input with finders

  • Up to 30 tabs on the display

  • Resize and re-arrange inquiry columns

  • Item availability forecast based on current inventory levels and expected ship/receiving dates of open sales and purchase orders

  • Contract prices tab

  • Tab for Stock Card data (look at movement for the item using Stock Card). Base price in home equivalent for price tab.

  • All new keys are modifiable

  • Optionally limit inquiry to one location.

  • Link to Order Entry detail processing screen - Item Inquiry will display item information for item selected in detail processing while entering orders, invoices and credit notes.

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   Enhance Inventory Control with Stock Card!

Run a variety of insightful reports such as inventory valuation reports and physical inventory data.

(Produce Item Valuation Reports for prior fiscal periods among other benefits.)

Have you ever seen a big, open-top box on wheels that holds a card for every inventory item that a company carries? Manual "stock cards" are used to record all receipts, sales, transfers, and more, so you could see your opening balance, all transactions, and a closing balance for each item at any given point in time. This was a very popular system, but Sage Accpac has improved upon the stock card concept. The Stock Card application is an electronic version of the big box on wheels.

What makes Stock Card better than the manual process is the ability to:

  • Produce a wide variety of reports quickly and easily.

  • Generate Inventory Valuation Reports for any fiscal period such as last month or year-end, which means no more problems posting new transactions before running your month-end Inventory Valuation Report.

  • More easily audit your full physical inventory.

  • Filter your view of item transactions using item, period, and transaction type.

Why you should use Stock Card

  • Run your Inventory Valuation Reports for any period, no need to wait and close a period to start posting new transactions.

  • Get a traditional stock card view of your inventory.

  • Display stock card views through Ops Inquiry.

  • Prevent proneness to losing or damaging manual stock cards.

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Schedule of Events 

These Live Webinars are conducted by ACCPAC experts using intranet "WebEx" technology and a voice-line for conferencing. ACCPAC understands addressing all customer questions is critical, therefore demonstrations are generally followed by an open question and answer session.