Customer 365 Archives - CRM Together

Self Service Comparison Sheet

Majella O'Connor 24/01/2020 2 mins read

Introducing our self service solution for Sage CRM – Customer 365 and a comparison with Sage self service code provided The self service portal site…

Enhancement to Customer 365 Portal (HTML5 drag and drop and screen shot capture for cases)

Marc Reidy 04/06/2015 1 min read

We have a new enhancement for Customer 365.. You can now drag and drop files from your desktop against Cases as well as take screen shots…

Signature Capture within Sage CRM and the Customer 365 Portal

Marc Reidy 18/08/2014 1 min read

We recently completed a project to allow a Sage CRM customer create new entities that have a signature capture ability and also embedded reports (using…

Customer Access portal to Invoices with Customer 365

Marc Reidy 29/04/2014 1 min read

So here we are in April 2014 – We still have customers asking for a copy of an invoice and/or a statement of accounts. This can…