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Sage Pro ERP - Customer Connect


The Sage Pro Customer Connect module delivers comprehensive contact management for current or prospective customer and vendor company records.

It allows an unlimited number of contact records per company and an unlimited number of transaction events per contact. All transactions are updated in real time for up-to-the-minute, on-screen access.

When Customer Connect is used in conjunction with the Executive Dashboard, access to customer and vendor companies is easily extended across the web.
Contact Us

Phone:
(503) 241-5432

Toll-Free:
(800) 713-3361

Fax:
(800) 948-8891

Email:
info@coatesassociates.com


 Submit A Work Request



Features

Working with Customer and Vendor Company Contacts

  • Utilizes a powerful search screen to search on any field with support for filter and /or string expressions.
  • Maintains an unlimited number of contact records per company.
  • Tracks an unlimited number of events per contact record.
  • Supports a real-time to-do list by pressing a single function key.
  • Supports an unlimited number of user-defined call types.
  • Automatically generates company ID numbers in a user-defined format.
  • Supports user-defined screen labels for key terminology.
  • Provides a total of 24 user-definable information fields with generous field lengths and support for memo fields.
  • Allows eight phone numbers per contact record.
  • Maintains a personal memo field for each contact record.
  • Provides an unlimited memo field for each transaction event.
  • Supports a separate company database from customers and vendors.
  • Imports customer records and creates company and contact records.
  • Imports vendor records and creates company and contact records.
  • Supports SIC coding of companies and title coding of contacts for effective prospect profiling.
  • Allows an unlimited user-defined search capability.
  • Allows nine user-defined fields to be validated by system rule tables.
  • SIC and NAIC codes included in the customer table.

    click pictures to view larger images


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