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New Feature to create multiple contacts for customers and vendors in Sage 300 v2020 PU1 – Desktop Version

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As we all knows that the sage introduces new features/Improvements in its old functionality with the releases of new patches. Sage 300 has released the product update 1 for the 2020 version of Sage 300.

With this release, Sage 300 also introduced the new feature of Multiple Contacts for Customers and Vendor. Now user can enable multiple contacts using “Multiple Contacts” module and further can set the multiple contacts to respective Customer in AR and Vendor in AP.

New Stuff:- How to use security authorization for non-admin users

You can refer below link to get more information of how to install multiple contacts module with new patch.

How to install the multiple contacts screen in sage 300 v2020 PU1

Kindly follow below navigation to add multiple contacts detail in sage 300 V2020 PU1.

Go to Common service >> Multiple Contacts >> Contacts Screen. Multiple Contact-Path

Refer below screenshot to check full view of Contact screen which will allow user to add contacts with the other details. I.e. Name of the contact, Address, Phone number, etc. Contact Screen

Contact screen will also allow user to set the optional field using the optional field tab. Multiple contact-Optional Field tab

All the created contacts will then set in to AR Customer screen and AP Vendor screen. Also same contact can be set for both the customer and vendor.

Follow below links to check setting of multiple contact in AR Customers and AP vendors :

1- Multiple contacts setting to AR customer :-

How to set multiple contacts in to AR customer Screen

2- Multiple contacts setting to AP Vendor :-

How to set multiple contacts in to AP Vendor Screen

About Us

Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix offers unique GUMU™ integrated solutions of  Sage 300 with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services  to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East.

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.


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