Sage 300 2019 is now available featuring continued modernization of the technical architecture, an entirely new integration with Sage CRM, and a new global search utility improving visibility across your entire system. Let’s take a closer look at some of these and other great new features.
Global Search - Type a name, description, number, or code in Global Search to find transactions or records across your entire database. You can search for people, companies, transactions, accounts, and many other types of records.
Export Declaration Number Field - In A/R and Order Entry, you can now enter export declaration numbers for individual invoice details which is required for tax purposes in some jurisdictions.
Modernized Technical Architecture - Several older technologies within the Sage 300 architecture have been retired and replaced, improving performance, scalability and security.
Screen Improvements - a few new features and improvements have been applied to both the Sage 300 Classic screens and Sage 300cloud Web screens.
Totally New Sage CRM Integration
The integration now uses the Sage 300cloud web screens instead of the old Sage 300 Portal which not only makes installation much simpler, but also enhances screen functionality and customization capabilities. Customers must be on Sage 300cloud in order to use integrated Sage CRM with Sage 300 2019.0 and later versions.
How CRM Works Together with ERP
Using the Outlook Integration with Sage CRM
Retirement of Sage 300 Portal and Web Deployment
With the release of Sage 300 2019, Sage CRM integration now uses the Sage 300cloud web screens instead of Sage 300 Web Deployment. These Sage 300cloud web screens also deliver the ad hoc inquiry functionality previously provided by the old Sage 300 Portal. However, Sage will continue to support both of these older technologies until August 2019.