• Address Book and Accounts Payable Vendors

    I just recently started to use the Address Book module. I have noticed that most of my AP vendors, although appear in address book, do not have addresses associated with them. I need to do a mass mailing to all AP and AR vendors. Is there a way to populate…
  • Is it possible to add the same person to more than one company in Address Book?

    We have duplicates in our Address Book right now for people that work for multiple companies and I'm trying to eliminate this. Thanks
  • Address Book - Contact List

    FormerMember
    FormerMember
    I am wondering how I can make a Project Directory Report for each project sorted by cost code and having all subcontractor's information. I am assuming it pulls from the job set up screen but I am not sure how to do that.
  • Is there a way for Sage 300 CRE to have multiple billing addresses for one customer?

    Is there a way for Sage 300 CRE to have multiple billing addresses for one customer? We have seen this in other accounting programs where there is either a "parent-child" relationship or "sub customers" under one main customer. If not, how can we submit…
  • Migrate Address book from Accounting to Estimating

    The company I consult for no longer uses Accounting and only uses Estimating. Is there a way to migrate the accounting Address book to an Estimating address book only so that we don't have to install an accounting client on each machine?
  • linking contacts to outlook

    Is there a way to link your Outlook contacts to Address Book?
  • AP Vendor address (Vendor factoring)

    We have as vendor who has factored their Accounts Receivable with a third party. I'm looking for best practices on how others handle the same situation since Sage 300 CRE does not have a remit to address that allows for vendor record to remain intact…
  • Address selection in Project Management for Transmittals

    Is there any way to be able to select an address for Transmittals in PJ? I have read all the knowledgebase articles regarding retrieval hierarchy, but I need to select an address depending how the document is being sent - regular mail (remittance) or…
  • RE: What is Sage MyAssistant and why is it important?

    Teresa, While there are not any default tasks or built-in conditions related to Address Book, you can create one or one can be created by your business partner. Depending on what your needs are, you can be prompted to run a task when someone closes…