Sage CRM

10
Jul

Manage Collections Faster with More Information At Hand

TaiRox CRM and Collections Manage Overdue Invoices to Improve Cash Flow Create overdue invoice records with customer-specific grace periods. Update overdue records daily. Email stage-specific payment reminders when overdue invoices move to the next stage. Watch: https://youtu.be/TsMjcHUfW6A See an enhanced, lightning-fast Aged Trial Balance See an ATB that flags unapplied cash, disputed invoices and collections cases. Filter by customer groups and

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5
Jun

Sage CRM Tips & Tricks – Reports PART 2

As we’ve seen in Part 1 of our Sage CRM Report Blog, Views are where the data comes from. It is therefore essential to understand them and know how to get the best out of them. By now you will realise that a column you need might not be available for a report when you try to select it. This

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16
Apr

Sage CRM Tips & Tricks – Reports PART 1

A CRM system – and any system for that matter – is only as good as the data you put in. It doesn’t matter that you have state-of-the-art platforms at your fingertips, if they are not fed good data in a timely manner, you will get very little out of them : Garbage in, garbage out But as importantly, once

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