Admin Sage Sales Management
By Product1 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.
- 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