Employee Web Portal (includes Sage Accpac CRM integration)

11 Aug 2006

This product includes integration with Sage Accpac CRM and will be available for both CRM 5.7 and CRM 5.8.

The Service Manager Employee Web Portal allows your field engineers or general staff to access your Service Manager database from anywhere in the world directly from a web browser or within CRM. Your staff will be able to view and edit their jobs, create new jobs or quotes, read reports, complete jobs, add notations, view equipment or site history, check warranty, maintain custom fields, search on serial numbers, raise invoices, print quotes, print job cards/work orders, and more.

Using CRM integration it is also possible to enable Workflow procedures, manage and then convert Opportunities to quotes, and updating Sales Pipelines, convert Cases to Jobs, and expose important company-wide information to all employees.

The Service Manager Employee Web Portal is compatible with Service Manager versions 5.3A and above.

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