Your service provider may be supplying an earlier release and the level of features supported may vary.

Sage 200 with Sage CRM module

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

CRM

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

SAGE

Application:

Sage 200 with Sage CRM module

Version:

See Sage CRM for versions supported

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via ReachUC Connector:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features

Integration with Notes

Notes / Advisories

We find most customers who have Sage 200 also have the Sage CRM module. We integrate with the Sage CRM module and NOT directly with Sage 200. Please check the Sage CRM versions supported for more details.

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Optional.

References

  1. Sage 200 with Sage CRM module (Product Website)