Admin Sage Sales Management
By Training1 author60 articles
What is a Branch in Sage Sales Management (SSM)?Understand how Branches work in Sage Sales Management to manage data visibility, user access and record segmentation across environments.
Multi-Environment: working with different groups of companiesMulti-Environment allows you to manage different groups of companies independently within the same application.
How does the Users menu work?
What does the Users menu allow?
How to create a user?
How to duplicate a user?
Users: Hierarchy view
Users: Table view
Users: Branch Summary
How to unify your passwords?
Sage Sales Management Azure AD Single Sign-On (SSO) Setup GuideGuide on setting up Azure AD as SSO for Sage Sales Management, using OAuth 2.0 and OpenID.
How to Check if Your Team Has Email and Calendar Sync Enabled
Can I change the currency and the time zone?
What are the Fields?
How does the Fields menu work?
Advanced Field Management
How does Duplicate Management work?
Smart FieldsHow to configure conditional relationships between fields
Dynamic and Dependent Fields
Synchronisation indicator with Sage Accounting in fields and value listsIndicator that allows you to identify whether certain fields, lists and values are integrated and synchronised with Sage Accounting.
Sage 50 Mobile UKI
The app designed to give you a complete view of your business and help you make decisions wherever you are.
Sage 50 Mobile UKI: FAQs and TroubleshootingThis section provides answers to common questions and practical solutions to help you resolve any issues while using the application.
Download and Set upStep-by-step guides to download, install and set up Sage Copilot Mobile for the first time.5 articles
Main featuresLearn how to use the main features of Sage Copilot Mobile to manage your business easily and effectively.3 articles
Dashboard IndicatorsDiscover what the Sage 50 Mobile Dashboard indicators show, how they are calculated and what insights they provide about your business.6 articles