TUG Tips & Tricks: Sage 300 CRE

TUG Tip -- Sage 300 CRE

Wednesday, November 28, 2018   (0 Comments)
Posted by: Whitney Mendes, Miller Construction Company

Sage 300 CRE Tip: 

Use Desktop to customize your own workflow:

Did you know you can create a “Favorite” aka Configuration of your own in Sage Desktop? I often get overwhelmed by all the many modules, reports and inquires that are available to me so I created a workflow for my Project Administrators and Project Managers so they’re not spending the day wondering what task to open, inquiry or report.  
Below is a sample of the type of workflow you can have for your employees.

 

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