Sage Accpac Sage CRM Tips and Tricks Tutorial Videos

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Sage Accpac

SageCRM

	NEW FOR V5.6 Scheduling Recurring Transactions and Reminders In Sage Accpac ERP you can automate reminders and processing of your recurring transactions using the Scheduling and Recurring Transactions feature. In this tutorial, we walk you through an example where we setup this feature for our monthly office rent payment. Duration : 4 min 51 sec
	NEW FOR V5.6 Save Time Entering New Employees In Payroll Using Templates Adding a new employee to your payroll system typically involves setting up a multitude of earnings and deductions. The template feature in Sage Accpac Payroll simplifies this process by allowing you to copy the settings from an existing employee to a new one. In this tutorial, we show you how it works and it applies to both the US and Canadian versions of the Sage Accpac Payroll system. Duration : 3 min 29 sec
	NEW FOR V5.6 Build Contracts Using Your Existing Contracts as Templates in Project & Job Costing Companies using the Sage Accpac ERP Project and Job Costing module often conduct jobs of similar scope for the same or different customers. Accordingly, it would be a time-saver if previous contracts could be used as templates for new ones. In fact, the Project and Job Costing module does allow this using the New Contract Wizard feature and in this tutorial, we show you how to use the Wizard to quickly build even the most complex contracts using your existing contracts as templates. Duration : 7 min 27 sec
	NEW FOR V5.6 Using Purchase Orders without Inventory Control to Manage Expenditures Sage Accpac ERP allows you to track and manage your company’s expenditures and capital investments, even if you don’t use the Sage Accpac Inventory module. In this tutorial, we show you how to do this using Sage Accpac Purchase Orders, and again, Inventory Control is not required for the method we’ll demonstrate. Duration : 8 min 21 sec
	NEW FOR V5.6 Working with Multiple Instances of a Data Entry Window Many accounting system users frequently work with multiple customers at the same time. This is particularly true for people in customer service and telesales departments. Accordingly, the ability to have multiple orders or customer records open simultaneously would be a great benefit to these employees. This feature is available in Sage Accpac ERP and in this tutorial, we show you how to enable and work with multiple instances of a data entry screen. Duration : 2 min 52 sec
	NEW FOR V5.6 Building a New Report in Sage Accpac Intelligence Starting with version 5.6, Sage Accpac ERP now includes Sage Accpac Intelligence, an Excel-based reporting and analysis tool. It comes standard with a number of reports, and with the included Report Manager license, allows you to build new reports from your Sage Accpac data. In this tutorial, we show you how to build an inventory report, but the concepts can be used to build reports from your other Sage Accpac modules as well. Duration : 6 min 38 sec
	NEW FOR V5.6 Sage Accpac Help Resources and Documentation In Sage Accpac ERP version 5.6, you’ll notice some changes to the product documentation. Most importantly, you’ll find a significantly beefed up Help system that now takes the place of module-specific pdf manuals. In this tutorial, we show you how to access the help system and how to use it most effectively. Duration : 5 min 53 sec
	NEW FOR V5.6 Sage Accpac Intelligence Dashboard Report New in Sage Accpac ERP v5.6 is Sage Accpac Intelligence, a powerful reporting and analysis tool that can extract data from all of your key financial and operations modules. In this tutorial, we focus on how to run the included Dashboard Report. Duration : 8 min 56 sec
	Optimize Your Use of the Finder in Sage Accpac The finder in Sage Accpac is used on data entry screens to lookup and select information such as account numbers, customers, vendors, items, orders and transactions to name a few. In this tutorial, we show you features and functions of the finder, including some elements that you can customize for your own use Even seasoned users of Sage Accpac may learn a thing or two. Duration : 5 min 48 sec
	Create Shortcuts to your Most-Used Functions in Sage Accpac Most users of Sage Accpac ERP have very focused job responsibilities that are limited to a specific set of accounting functions. If this describes your use of Sage Accpac, then wouldn’t it be great if you could access these specific functions without having to navigate through menus and icons? Well you can and in this tutorial, we show you how to group shortcuts to your most-used functions into your own folder on the menu tree. Duration : 3 min 59 sec
	Using PO's for Non-Inventory Items Almost all companies that manage inventory use a purchase order system. But even companies that don’t manage inventory can benefit from using POs. From purchasing computers to office supplies, from professional services to repairs and maintenance, managing your company’s purchasing is important. In this tutorial, we show how you can configure and use the Sage Accpac PO system to manage the purchase of ad hoc items and services that are not maintained in an inventory system. This methodology applies whether or not you are running Sage Accpac Inventory Control. Duration: 8 min 0 sec.
	Kitting Items The Kitting feature in Sage Accpac ERP allows you to assemble a collection of items and sell them through Order Entry as a single master item. This can be an Order Entry time-saver when you're selling promotional bundles. In this tutorial, we show you how to create and use kits. Duration: 6 min 55 sec.
	Customer Number Change The Customer Number Change module allows you to change customer numbers, combine customers into one account and quickly create a new customer based on an existing customer account. In this tutorial, we'll show you how to use it to combine two customers into a single account which may be necessary if one customer acquires another. Duration: 3 min 55 sec.
	Drilling Down from Financial Statements In this tutorial, you'll learn how to drill down from your financial statements to see the underlying transactions. Duration: 2 min 20 sec.
	GL Budget Import Sage Accpac ERP provides tools that allow you to develop your GL account budgets inside or outside the system. In this tutorial, we’ll show you how an externally developed budget can be imported into Sage Accpac from an Excel spreadsheet. Duration: 3 min 25 sec.
	GL Account Rollups The GL Roll up feature in Sage Accpac ERP, was an enhancement introduced in version 5.5. Roll-ups allow you to consolidate account balances to provide a summary balance. In this tutorial, we show you how to setup account roll-ups and we look at some examples. Duration: 5 min 26 sec.
	Order Entry and Purchase Order Templates Sage Accpac ERP allows you to use templates to speed up and simplify entry of orders, purchase order requisitions and purchase orders. In this tutorial, we show you how to setup and use templates in Order Entry, but you can follow the same steps for Requisitions and PO’s. Duration: 6 min 35 sec.
	Create Purchase Orders From Sales Orders In this tutorial, we'll show you Sage Accpac can speed up your order processing by automatically creating Purchase Orders from your Sales Orders. Duration: 4 min 11 sec.

	NEW Creating List Gadgets for the Interactive Dashboard SageCRM allows you to customize the Interactive Dashboard using Gadgets. There are a number of Gadget types to choose from and in this tutorial we focus on List Gadgets. Duration : 4 min 20 sec
	Introduction to the Interactive Dashboard Introduced in version 7, the SageCRM Interactive Dashboard is a customizable workspace that gives you control over the information that’s delivered to your desktop. In this tutorial, we provide an introduction to the basic functionality of the Dashboard. Duration : 5 min 26 sec
	Customizing On-Screen Coaching The On-Screen Coaching feature in SageCRM displays instructions to users that is specific to the task they’re performing. While this feature is designed to aid beginning users, it can be put to alternate uses, once your staff becomes proficient with SageCRM. In this tutorial we customize the on-screen coaching for Opportunities to display an incentive to our sales team that rewards them for exceeding their quota. Duration : 2 min 58 sec
	Customize Grids & Lists in SageCRM SageCRM presents information in several formats including lists and grids. In this tutorial, we show you how easy it is to customize Lists and Grids to present the information that’s most important to you. Duration : 5 min 35 sec
	Adding Search Fields to Finder Screens in SageCRM One of the most common requests during setup of SageCRM is how to add fields to the finder screens to allow searching by additional criteria. In this tutorial, we show you how this is done. Duration : 3 min 55 sec
	Outlook Contact Synchronization in SageCRM SageCRM provides tight integration with Microsoft Outlook for your contacts, calendar and email. In this tutorial, we demonstrate how to synchronize your contacts between these vital applications. Duration : 6 min 58 sec
	Sending Mass Emails with SageCRM Sending your newsletter, product and service announcements and marketing messages is an easy task using the mass email function in SageCRM. In this tutorial, we walk you through the process. Duration : 7 min 47 sec
	Setting Up Your Preferences SageCRM provides a Wizard that walks new users through configuration of settings that control the way information is displayed and how some features behave. While the Wizard is very helpful in getting a new user underway, it doesn’t cover all of the options available to you In this tutorial, we lead you through the options not covered by the Wizard. Duration : 8 min 54 sec
	Outbound Calling The Outbound Calling feature in SageCRM automates your internal telemarketing efforts. In this tutorial, we show you an example of how it can be used and how to setup your own Outbound Calling campaigns. Duration : 10 min 28 sec
	Key Attribute Profiles Key Attributes are a special type of data field in SageCRM that gives you a method for setting up dynamic sets of data associated with People, Companies, Opportunities, Cases, and Leads. In this tutorial, we show an example of how Key Attributes can be used to register customers for a seminar. Duration : 8 min 53 sec
	LinkedIn Integration SageCRM and LinkedIn are valuable tools for building and maintaining business relationships and by integrating the two, their power increases 10-fold. In this tutorial we show you how to enable the integration. Duration : 4 min 38 sec
	Team CRM The Teams feature in SageCRM allows you to group your staff by function and provides you a consolidated, global view of their activities and sales and customer service pipelines. In this tutorial, we show you how Teams are used and how to set them up. Duration : 6 min 58 sec
	Knowledgebase Solutions SageCRM offers a Knowledgebase that helps you solve customer issues involving your product or service. In this tutorial, we show you how to create and use knowledgebase solutions. Duration: 6 min 19 sec.
	AR Collections Manager Beginning with version 5.5, when you upgrade or purchase your Sage Accpac ERP system you receive what’s known as the Extended Enterprise Suite. Importantly, this suite includes SageCRM along with an AR Collections Manager component. In this tutorial, we show how your accounting department can use the AR Collections Manager to proactively shorten your AR time and have more cash available for your business. Duration: 5 min 16 sec.
	Integration with Sage Accpac Order Entry The integration between SageCRM and the Sage Accpac Order Entry system provides your sales, customer service and accounting departments with the ability to enter quotes and orders from within SageCRM. Further, SageCRM also gives your staff access to a vast amount of information regarding orders, inventory and sales history. Duration : 6 min 10 sec.
	Promoting CRM Prospects to Accpac Customers SageCRM is now included with Sage Accpac ERP and this powerful, integrated combination forms the basis of the Sage Accpac Extended Enterprise Suite. In this tutorial, we’ll start with the basics of how to promote a prospect in SageCRM to a customer in Sage Accpac. Duration: 3 min 57 sec
	Introduction to Outlook Integration In this tutorial, you’ll see how to enable the integration between Outlook and SageCRM, and how to file emails from your Outlook Inbox into SageCRM. Duration: 4 min 40 sec.
	Using EMail Templates in CRM Using email templates saves time and promotes consistency across your company. In this tutorial we show you how to create and use templates in SageCRM. Duration: 6 min 8 sec.
	Create Custom Alerts Using Quick Notifications SageCRM provides a Quick Notification feature that alerts you of important issues as they arise. In this tutorial, we'll show you how easy it is to configure and use this powerful tool. Duration: 4 min 17 sec.