Support-Blog-Sage-100 This is a blog about anything related to products and services that MBA Business Software supports.Employees on the support desk will add to this blog periodically. Check here for Tips and Tricks to help you with your daily tasks.

Sage Contact for Office 365

Written by Todd Martin on .

In a release of Sage 100cloud 2018 earlier this year, Sage introduced Sage Contact - an Outlook add-in that allows you to view Sage 100 customer information in Office 365. In this article, we’ll take a closer look at the app and integration.

Sage Contact for Office 365

When you integrate Office 365 with Sage 100cloud, you can use the Sage Contact app to view Sage 100 customer information in Outlook, including the following data:

  • Recent invoices and payments
  • Credit information
  • Contacts’ name, address, phone, and email
  • Customer memos

What’s more, you can also

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Take a Personal Sage CRM Test Drive

Written by Todd Martin on .

Are you looking to experience first-hand how Sage CRM can transform the sales, marketing, and service operations at your company? If so, then it’s time to take Sage CRM for a personal test drive.

A new series of role-driven test drives show how Sage CRM makes people’s jobs easier. There are a few roles to choose from including CEO, Marketing Manager, Sales Manager, and Customer Service Representative. The test drives highlight top features like company-wide dashboards, integrated marketing campaign features, sales pipeline management, and detailed customer-case tools.
Test Drive Sage CRM

©2018 Juice Marketing, LLC. https://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.

Sage CRM 2018 Release 3 Coming Soon

Written by Todd Martin on .

Sage CRM 2018 Release 3 (R3) is scheduled for availability in August 2018. This latest version will include a number of improvements including these highlights:

More Calendar Enhancements - in addition to the ability to now create quick appointments for other users, you can also view all items in the calendar as a list to make better use of screen real estate.

Quick Find - Quick Find has been improved so you can search for Person and Company records by their postal address, email address, or phone number.

Supported Character Sets - improved support for Unicode characters, including special characters and emojis.

Customer Cases - more than 50 customer cases and product fixes have been addressed with this release.

©2018 Juice Marketing, LLC. https://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.

Bill of Materials in Sage 100 Cloud 2018.3

Written by Todd Martin on .

A new field ‘Sync Misc Charge Changes with Bill Tables’ has been added to Bill of Materials Options. There are three options for updating bills with changes made for miscellaneous change items in Miscellaneous Item Maintenance:
  • Yes - to update bills with the changes made in Miscellaneous Item Maintenance.
  • No - if you do not want to update the bills
  • Prompt - to receive a message when you update a field for a charge item in Miscellaneous Item Maintenance asking if you want to update the field in Bill of Materials.

Release Notes and Other Details

Download the What’s New Document and Release Notes for full details of all enhancements and program fixes applied in Sage 100 Version 2018.3 and be sure to contact us if you need help updating your Sage 100/Sage 100cloud system to the current release.


©2018 Juice Marketing, LLC. https://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.

Sales and Purchasing in Sage 100 Cloud 2018.3

Written by Todd Martin on .

In the Sales Order module during invoice data entry, you can now apply multiple sales orders to an invoice if the invoice type is either Standard or Cash Sale. In addition, several reports, forms, registers, and on-screen inquiries have been updated to indicate that multiple sales orders have been applied.

In the Purchase Order module when creating POs using ‘Auto Generate from Sales Orders’, any drop-ship items that are used in multiple lines in a sales order can now remain on separate lines in the purchase order. Previously, duplicate lines were consolidated into one line in the PO.

©2018 Juice Marketing, LLC. https://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.

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