• Auto-emailing past due invoices

    Is it possible to automatically email our customers when their invoices become past-due? We are trying reign in our A/R and at 45 days after the invoice is issued, it would be awesome to have our system auto-send a notification/reminder to the debtor…
  • Customer Memos

    FormerMember
    FormerMember
    I'm looking for a way to mass edit/delete memos in customer maintenance in accounts relievable. I'm trying to clean up and delete memo codes so it will be more organized to pull reports. I currently have to look up everyone's account and manually delete…
  • Paperless Office Input options - Possible to Scan or Attach a PDF to existing Customer Maintenance account?

    The question is: can Paperless Office receive scanned in documents and attach them to / associate them with a Customer Maintenance record? ..Or any other way to associate files with a Sage Customer account? Thanks very much!!!
  • Copying UDFS in SO when using COPY FROM via CRM

    I have some UDFs in Sales Order Header that are setup to copy when using the Copy From. This does not work when using SO Entry from CRM. Is there something I'm missing, or some work around other than doing the orders from within Sage? (Which is not an…