Sage Summit – Client Annual Meeting

Sage is introducing a whole new Customer Conference experience in 2011. Historically Sage has held their annual business partner conference (Insights) in the spring while their customer conference (Summit) was held in the fall. Starting next year, Sage Partners will join our customers at the next Sage Summit. Taking place in Washington, DC in July 2011, the event will offer partner-focused tracks July 10-13, and customer-focused tracks July 13-15. The first conference with this joined focus will be in 2011, and Sage will not be hosting a 2010 Summit.

Sage Summit has one focus in mind: To provide our customers with educational and networking opportunities. And now with the new format of combining Insights with Summit, we have even more opportunities to collaborate together. Until July, 2011, Sage will continue to help our clients learn and network through their support of customer communities, participation in local customer events, and emphasis on learning through Sage University.

For more information on Sage Summit 2011, please visit Sage’s official website at www.sagesummit.com; and if you’re using Twitter, consider following Sage at @sagenamerica.

NextLevel Hosts 5^th Annual Customer Conference

NextLevel is pleased to announce that we are in the planning stages of our annual customer conference to be held in Tampa, Orlando and Miami in late September. These local events will be designed with your needs in mind, and geared toward continuing your Sage Accpac ERP education.

This year’s session topics will focus on how you can use your existing Accpac ERP & CRM solutions to compete more effectively as we cover timely topics to help your business thrive in this challenging economy. In addition, our presenters will be delivering the latest information based on the education they recently received at our Sage Insights partner conference.

Sage Accpac is preparing a major release, Version 6.0, for the end of this year. We have intentionally scheduled our conference for the fall in order to provide you the latest information on this exciting new release. Version 6.0 will include new user interfaces, in addition to many new technologies that should make Accpac more flexible than ever before. High on the New Features list is a Business Intelligence module that links directly to ALL Accpac modules, which should allow you to effectively analyze your data in virtually any way you want to see it.

As we prepare for this year’s conference, we are interested in hearing what topics are important to you. We will be inviting you to participate in our conference surveys in the coming weeks, so watch your emails for further details and our Save the Date announcement.

For further details, please contact us.

SageCRM V7.0 Released

Launched May 10, 2010, SageCRM V7.0 offers exciting new features and functionality to increase efficiency and collaboration within your organization. Both the standalone and integrated versions of SageCRM V7.0 are available to customers currently using Sage Accpac V5.6.

For any of our clients current on Software Assurance and running Accpac ERP 5.5 or higher, a free CRM Server and one user license is included with your ERP software. If you have not already installed CRM, this is a great opportunity to take advantage of the software you already own and realize the benefits of the recently added features listed below.

SageCRM V7.0 includes the following fundamental features:

1. Interactive Dashboard-Information at users' fingertips. This intuitive and customizable workspace is designed as a place where users can coordinate and manage all their daily tasks and activities without having to switch between screens. Information is pulled in real-time from external websites and Sage Accpac and feeds from within SageCRM.
2. New User Interface Design-Enhanced look and feel. Users will appreciate the more interactive design choice, which offers greater personalization options and boosts user adoption across the organization.
3. Active Directory Provisioning-Get up and running more quickly. IT administrators can now batch import users from a Windows® network into SageCRM quickly and easily, speeding up deployment time.
4. Support for SData-Feeds of information. SageCRM can now generate and consume feeds of information from other SData-compliant applications and display SData feeds that have been developed by Sage (or Sage partners) directly through an SData gadget on the interactive dashboard.
5. New SageCRM Ecosystem-Available today. The new ecosystem is accessible directly from the interactive dashboard in SageCRM 7.0 or through www.SageCRM.com. It covers both SageCRM and SageCRM.com and will continue to be the portal from where SageCRM.com customers can directly access their application. It also includes a user community site, a partner community site, and an "Apps" and "Extras" area that showcases third-party add-ons.

SageCRM V7.0 has quickly become the industry standard for feature-rich customer relationship management solutions. Since Sage offers the CRM server software and first user license for free to existing customers, getting a true account of how you can benefit from SageCRM is now risk-free! Contact us today to get your free copy and see how you can enrich your customer’s experience with your organization.

Effective July 30, 2010, SageCRM V6.0 will no longer be supported by the SageCRM support team in North America. Public and technical support will be retired on this date. We strongly recommend that customers on V6.0 or older, upgrade to one of the supported versions of SageCRM and take advantage of the new product features and improved integration with Sage Accpac ERP.

In keeping with Sage’s policy of supporting current version, plus two versions back, the following SageCRM versions will continue to be supported:

• SageCRM V6.1
• SageCRM V6.2
• SageCRM V7.0

Tech Tips

Why doesn’t the Area Code field update from SageCRM to Accpac ERP?
This problem occurs when the phone number field is not formatted to have the area code on the field in Sage Accpac ERP User Interface. Follow the steps below to resolve the issue:

1. Open Accpac ERP
2. Go to Common Services and open the Company Profile.
3. On the Address Tab, enable "Format Telephone Number" checkbox.

Now any changes or additions you make to area codes in CRM will be reflected in Sage Accpac ERP.

Can I map multiple benefit codes created in Sage Accpac HRMS to Sage Accpac ERP Payroll?
Multiple benefit codes created in HRMS should not be mapped to a single benefit code in Accpac ERP payroll, unless your goal is to combine all amounts. For example:

The following benefit codes are in HRMS:

• Vision1 – effective 1/1/07 - 12/31/07 in the amount of $1
• Vision2 – effective 1/1/06 - 12/31/06 in the amount of $5
• Vision3 – effective 1/1/05 - 12/31/05 in the amount of $10

If all three codes above are mapped to one benefit code in ERP Payroll, all amounts will add up and the program will use the earliest effective date. In the example above, the resulting benefit code will be for $16 with an effective date of 1/1/2005.

How can I add a shortcut icon for the dashboard on my Sage Accpac ERP desktop?

Create a shortcut icon by adding a new Program icon:

1. In the left pane in the Sage Accpac ERP window, click to highlight the module where you want to add the shortcut.
2. In the right pane, right-click the desktop, point to New and click Program.
3. Enter a name for your shortcut icon in the Title box, and click Next
.
4. In the Command box, enter the path for your Internet Explorer's program file. By default, the path is C:\program files\internet explorer\iexplore.exe.
5. In the Arguments box, enter the address (URL) of the Sage Accpac Dashboard. For example, http:///SageAccpacDashboard (where is the name of the computer where the Dashboard is installed.)
6. Click the Finish button.

A new shortcut for the Dashboard should now be created on your Sage Accpac ERP desktop.