Add-On Module: Treesoft Crm Erp Integration Sage New Classic (1:N Clients)

If you work with multiple clients in Sage New Classic, where customers and suppliers sometimes overlap, Treesoft CRM Classic Line Integration 1:n solves all the associated problems and ensures consistent data.

Address data, documents, and open items at a glance

With the help of the high-performance Sage New Classic interface in Treesoft CRM, you always have all address data, documents, and open items at a glance. With one click, you can see the desired document. The overview shows you short text one and two for each item. Activate the corresponding checkbox to directly output the parts lists, long texts, and texts. Switch to the Financial Accounting tab to get the desired overview of open items and blocking notes. Click on the open item and the corresponding document will be displayed. It’s fast and clear, just as users want it to be.

High-performance online access

Treesoft CRM reads data directly from Sage New Classic‘s proprietary data. Neither a client for New Classic nor an ODBC driver is required. Documents and open items are displayed in real time. Large amounts of data and networks with more than 50 workstations are no problem. In addition, address data is verified online. Treesoft CRM indicates discrepancies directly using color coding.

Versions

The Treesoft CRM – Sage New Classic integration is available for all current versions of the Sage New Classic line, backward compatible to version 3.3.

Bidirectional data synchronization

Bidirectional data synchronization of addresses and contact persons (write access) is performed using the functions of New Classic. Unnoticed by the user, Treesoft CRM logs into New Classic as a user, writes the data record, and logs out again. This ensures data integrity at all times. In addition, one New Classic client is sufficient for any number of Treesoft CRM workstations.

Data import and duplicate cleansing

Use the Treesoft CRM – New Classic interface to import your customer and supplier addresses. Extensive comparison checks prevent duplicate addresses from being created in advance. Both the imported addresses and those already stored in Treesoft CRM are linked to the addresses in New Classic during the import process.

Multi-client capable, 1:n and 1:1

Do you manage multiple clients in New Classic? No problem with the 1:n New Classic integration. An address record from Treesoft CRM can be linked to any number of New Classic clients. Even different customer numbers for one and the same customer are no problem. Data can be synchronized without any problems, even when using different versions of New Classic.

Flyer Sage Office Line / Classic Line Integration

• Flyer-Treesoft-CRM-Sage-Office-Line-Integration.pdf
• Flyer-Treesoft-CRM-Sage-Classic-Line-Integration.pdf