ACT! LINK for SAGE 50 ACCOUNTING (PEACHTREE)
Act Certified Consultants and Act Premier Trainers based in the United States, helping businesses with Act! software customization and training for rapid results.
act certified consultant, Act software sales, Act software discount, act crm cloud, act marketing automation, real estate crm, Act software, Act crm v22, act preferred partner, crm vertical solution, act software training, act software consultant, act diamond partner
16888
page-template,page-template-full_width,page-template-full_width-php,page,page-id-16888,theme-bridge,bridge-core-2.1,woocommerce-demo-store,woocommerce-no-js,ajax_fade,page_not_loaded,,columns-3,qode-child-theme-ver-,qode-theme-ver-19.7,qode-theme-bridge,qode_header_in_grid,wpb-js-composer js-comp-ver-6.1,vc_responsive,elementor-default
 

ACT! LINK for SAGE 50 ACCOUNTING (PEACHTREE)

Sage 50 (Peachtree) Link for Act! – S50SalesData

With the Sage 50 link for Act! CRM you eliminate double-entry and make your Act! and Sage 50 users more productive.

Having separate Act! and Sage 50 (Peachtree) databases can be a major source of inefficiency and redundant work. An Act! link to Sage 50 (Peachtree) is what you need and that is where the S50SalesData Link for Act! fits in!

SYSTEM REQUIREMENTS


ACT!
– PRO or CRM: ACT! V20, ACT! V21 ACT! V22
S50SalesData works with the following US VERSIONS of Sage 50 – Sage 50 version 2018 Complete, Premium and Quantum, Sage 50 version 2019 Complete, Premium and Quantum

 

Compatible with 32-bit and 64-bit Operating Systems
Works with Windows XP, Windows Vista and Win 7, Win 8 and Win 10 operating systems
Requires US Versions of Act! and Sage 50, does not work with Sage 50 Canada or UK versions

Note – Not designed to work with Web Clients of Act! and Sage 50

 

LINK FEATURES
-> Link Act! Records to Sage 50 Customers
-> Create Sage 50 Customers from Records in Act!
-> Push Address Changes between Act! and Sage 50
-> Create Sage 50 transactions (invoice, sales order, estimate, etc) from Act!
-> View Sage 50 transactions from a tab in Act!
-> View Sage 50 Items purchased from within Act!
-> View the last 5 Years of Sales Totals, Past Due Balances and other key metrics from Act!
-> Lookup Customers in Act! by Items Purchased
-> All data resides in Act! fields and synchronizes out to remote Act! databases

Create New Sage 50 Customers from Act!

When your Act! Prospect places their first order, simply click on the Create S50 Customer Button on the Act! toolbar to use the contact information to create a new Customer Record in Sage 50 and link it to the Act! Record.

The Link Adds Contact and/or Company Fields To Your Act! Database* That Will Synchronize Sage 50 Data. (*Act! Layout Customizations Will Be Required)

Each user will be able to view the fields in the layout even if they don’t have Sage 50 or the link installed on their computer.

The S50 Transactions Tab Displays the Invoices, Estimates, Payments and Credit Memos for the Act! Record.

Double-Click on any transaction to display the detail. Each user who needs access to the Invoices Tab will need to purchase and Additional User license. The user does not need Sage 50 installed on their computer to use this feature.

The S50 Items Tab Displays the Act! Record’s Items Purchased.

From a customer record in Act!, and you can quickly see all of the Items they have purchased recently. You can’t even get this information from Sage 50. Sage 50 makes you double-click on each invoice to see what they’ve purchased. Target market like never before. S50SalesData gives you a LOOKUP ITEM button that lets you pull up all customers that purchased a particular item within a date range you specify. You can use this key sales information to up-sell and cross-sell your customers.