Intro

Go to our main website at http://www.crmtogether.com for more details and access to our live portal

The Portal is provided as a mix of product and services. The services invoice look and feel as well as any other levels of intergation that you wish to provide your customers. This could include access to financial data (invoice, stock etc) from the portal. We have already implemented some integration to Sage 200 (MAS as it was previously known).

Images and colours in the help may look different from those on an implemented site.

In most installations there will be some configuration changes. For example "Company" might be called "Account", "Orders" might be "Invoices".

Installations are done by a 'CRM Together' consultant.

This portal is build on the Sage CRM Self-Service platform

Most settings are stored in the web.config file with some as metadata in CRM.

Requirements:

Sage CRM Self-Service License

Sage CRM running on MSSQL