Sage KnowledgeSync - Tips for Sage CRM
Using KnowledgeSync to Link Multiple
Welcome to week #4 of the
KnowledgeSync Educational Bulletin for Business Partners
and clients who are using Sage KnowledgeSync with the
SalesLogix CRM application.
This week's question:
A couple weeks ago you showed how an event can match the
sender of an email with a contact record in SalesLogix.
Can the same logic be applied to match a record from a
Sage financial application (e.g., Sage MAS 90) with a
record in SalesLogix? (I want to notify an account
manager when a client's credit status changes, but the
credit info is in MAS 90 and the account manager's email
address is in SalesLogix.)
Yes - the same logic would apply. Your event would have
2 queries - one that looks at the MAS 90 database, and
one that looks at the SalesLogix database. And you would
use a "common" field of data - such as account number or
contact email address - to link the queries together.
In your scenario, your first query would look for a
change to the value of the customer's credit status, and
the second query would match the MAS 90 customer record
to the corresponding SalesLogix customer record.
The event could then send out alerts that include
details from both MAS 90 and SalesLogix (including the
ability to notify the SalesLogix account manager). The
event could update the contact's history in SalesLogix
with the details of the credit status change (including
the "old" and "new" credit values), and it could
schedule an intelligent follow-up activity in
Vineyardsoft has sample EventPaks that illustrate this
for SalesLogix, ACT! by Sage, and Sage CRM along with
Sage MAS90, 200, and MAS 500 ERP, and Sage Timberline
Office. If you'd like to receive one (or more) of these paks, simply send us an email:
email@example.com and make sure to specify the
CRM application as well as the Financial application
that you're interested in linking.
As always, thanks for your support and promotion of the
Sage KnowledgeSync solution.
Become a Business Partner