Video Library- SageCRM, Sage Accpac ERP- Arxis

Arxis Technology, Inc



 
Video Library- SageCRM, Sage Accpac ERP- Arxis

Arxis Technology Video LibraryPopcorn

Thanks for visiting our video library, where you'll find tips, tricks, and tutorials for a variety of features in Sage 300 ERP and Sage CRM. We'll add new videos every month, so bookmark the page and visit often.

Now grab your popcorn and enjoy the show!

 

Sage 300 ERP Videos                   Sage CRM Videos

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.
8 min 21 sec
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.
5 min 35 sec
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.
2 min 52 sec
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.
3 min 55 sec
The Sage Accpac ERP bank reconciliation module received significant enhancements in version 5.6. In this tutorial, we run through an example reconciliation and point out some of the new features along the way.
6 min 38 sec
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.
5 min 16 sec
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.
6 min 38 sec
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.
6 min 58 sec
New in Sage Accpac ERP v5.6 is Sage Accpac Intelligence, a powerful reporting and analysis tool that extracts data from all of your key financial and operations modules. In this tutorial, we focus on how to run the included Dashboard Report.
8 min 56 sec
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.
4 min 40 sec
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’ll 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.
5 min 48 sec
CRM systems can hold a vast amount of customer and sales information and it’s critical that the data be easily accessible. In this tutorial, we’ll take a look at how SageCRM’s powerful search tools make it easy for you to rapidly locate the information you need.
5 min 23 sec


 
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