Sage 200 Technical Tips

Sage 200 Technical Tips

Archiving Profit and Loss Transactions

 

This month's "technical tip" is useful if you want the current transactions tab on a profit and loss nominal transaction enquiry to only show this year's transactions.  If you want to do this you need to move the transactions for the previous year into the historical tab.

Read more: Sage 200 Technical Tip - January

 

Using CRM Key Attributes

This month's technical tip focuses on the effective way of storing multiple instances of data against companies, people, opportunities, sales and leads.  eg there is a requirement to record details of equipment used against each CRM company - Manufacturer, Model, Description and Serial Number - to be visible under a tab called Site Equipment.

Read more: Sage 200 Technical Tip - December