Depending on your purchase agreement, some features described here may not be available in your product. Notes below include both 2020.0 and 2020.1 features.

General improvements

New features and improvements in both Sage 300cloud web screens and Sage 300 classic screens:

Multiple contacts for customers and vendors. Ability to set up multiple contacts for customers (including national accounts) and vendors. For each customer and vendor, you can then set up Sage 300 to email A/P, A/R, O/E, and P/O documents to some or all of the contacts for the customer or vendor.

If integrated Sage 300 with Microsoft Office 365 or with Sage CRM, the new contacts are supported in the Sage Contact app for Outlook 365 and in Sage CRM.

Sage 300cloud web screens improvements and new features.

New look. Updated visual appearance of Sage 300cloud web screens so information is clearer and more accessible, making the system easier to use for experienced users, and faster to learn for new users.

Sage 300 classic screens improvements

Forcibly sign out users who are signed in to web screens. On the Current Users screen, the Administrator user can now forcibly sign out users who are signed in to web screens.

CRM Integration improvements

Most of the fields on the Company Summary page in Sage CRM are now synchronized with Sage 300. (Previously, a smaller number of these fields were synchronized.)

Sage 300cloud web screens improvements

Option to install Sage 300cloud web screens: modernized versions of Sage 300 screens that you can use in a web browser. 

Web screens run in parallel with the classic Sage 300 desktop screens, so there’s no need to choose between desktop or web. Everyone can use the interface that best suits their needs, while working seamlessly with a single shared set of company data.

Here’s a quick overview of what’s new in Sage 300cloud web screens:

New Payroll Employee Timecards web screen. The Payroll Employee Timecards screen is now available in web screens, allowing entry and managing employee timecards.

Run Sage 300cloud in Multiple Browser Tabs. Now Sage 300cloud can be run in multiple browser tabs or windows at the same time.

You can set screen colors by company.

Improved support for French and Spanish languages. French and Spanish characters can now be entered in all fields in web screens. (Previously, some fields did not support this.)

Web screens available in English, French, Spanish, and Chinese (Simplified and Traditional). Help and documentation for web screens is available in English and French.

Sage 300 classic screens improvements

Improved help.  Updated Sage 300 help to make it easier to find important information and instructions:

Search results are more relevant and include topic excerpts to help find what you’re looking for. Also, ability to use internet search engines to find information in the help.

Help topics are more readable,  the help has a fresh, modern look and feel.

View the new help in a browser on any device with internet access, even if you don’t have Sage 300 open.

See web screens users on the Current Users screen. Ability to see who is signed in to web screens.

CRM Integration improvements

When creating or changing an order entry transaction that is linked to a CRM opportunity, a corresponding communication record is automatically created in Sage CRM. This feature works whether you create or change the transaction in Sage 300 or Sage CRM.

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