Sage KnowledgeSync - Tips for Sage CRM
SalesLogix
Linking Records Across Sage Applications
Welcome to week #11 of
the KnowledgeSync Educational Bulletin for Business
Partners and clients who are using Sage KnowledgeSync
with the SalesLogix CRM application.
This week's question:
One of my clients is using SalesLogix along with Sage
MAS 90 ERP (Providex) and would like to send a sales rep
a snapshot of a client's receivables whenever a sales
rep enters a new opportunity for that client. How would
I match the contact record in SalesLogix with the
customer record in MAS 90?
Answer:
You would need to create an event that uses two queries
(one for SLX, one for MAS) and you would need to
identify a "linking field" - some field of data that
both SLX and MAS have in common. It might be an account
number, a contact email address, or any other common
element of data. Once you identify this common value,
the event set-up would go as follows:
1. Create the SLX query - the one that identifies
newly-created opportunities. Make sure that this query
includes (as a column) the "common" field that you will
use for linking purposes. Make note of the customized
name of this field (from the "Columns" tab of this
query). For illustration purposes, let's assume that
this field's customized name is called "contact_email".
2. Create the MAS query - the one that retrieves a
client's receivables data. In the Filters tab of that
query, choose the "common" MAS field that will be linked
to. Choose an operator of "equal to" and in the "Compare
Value" field, type in the customized name of SLX field
you are linking from and surround that name with curly
braces. Using the "contact_email" field as our example,
the Compare Value field in the MAS query would read {contact_email}.
3. Create an event that uses both of these queries - the
SLX query first, the MAS query second. You'll be able to
put fields from BOTH applications into a single alert
message. And you can take values from the MAS database
and put those into the SLX client's history or (even
better!) schedule a follow-up activity in SLX that
contains these financial details.
Note that this functionality works between ANY two (or
more) Sage applications; as long as you can identify
some "common" field of data, you can link records from
any Sage databases.
If you have any questions about linking records across
Sage applications, or any other KnowledgeSync
functionality, please contact Don Farber at farber@vineyardsoft.com.
Vineyardsoft Corporation
1-800-850-8055
info@vineyardsoft.com
www.vineyardsoft.com
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