Viewing Sage Intacct Data on Company Summary screen

The Sage Intacct Data panel on the Company Summary screen displays key ERP Sales information with a collapsible slide bar feature on it. Users can expand or hide the panel as required, keeping the Sage CRM interface clean while still providing quick, on-demand access to critical ERP data from Sage Intacct. The data displayed is read only and included in the product for viewing purposes which can be synchronized using either Import Custom Fields or Windows Scheduler–based synchronization.