Business Technology Solutions Has Joined Net@Work, A Top Worldwide Sage Software Business Partner


We remain committed to you and working together to achieve your goals. Rest assured that all the voices and faces you've come to know and trust will still be here to respond to your needs.

The BTS team may continue to be reached at the existing BTS main phone number 919-781-2900. As well, we can all be reached via our existing email addresses.

This is a big win for our valued clients. With our combined teams we can now offer you expanded services and support, providing a true advisor for all your IT initiatives.

Business Technology Solutions
WHO WE ARE BUSINESS TECHNOLOGY SOLUTIONS

Tips & Tricks

 

When using Sage MAS 90 or 200 ERP 4.1 linked to ACT! by Sage with the new ACT! Link, you may find you need to create matching contact records in one application or the other, after the initial accounting link has been established. The following procedures explain how to accomplish this. Use the first set of steps if you have contacts in ACT! by Sage that you want to add to Sage MAS 90 or 200. Use the second set of steps if you have contacts in Sage MAS 90 or 200 that you want to add to ACT! by Sage.

 
 


Creating Sage MAS 90 Contacts From ACT! Contact Records

 
 

1.

Open ACT!, click the Companies button, and select the appropriate company.

2.

Click the Accounting Links tab. From the Record Owner drop-down box, select ACT!

3.

Click the Contacts tab, and click the Add/Remove contacts button.

4.

Click the Contacts button, and click the New Contact button.

5.

Enter all required fields, and click OK, three times.

6.

Open Tools/ACT! Link to MAS 90/Refresh Current Company.

 
 


Creating ACT! Contacts From Sage MAS 90 Contact Records

 
 

1.

Open ACT! by Sage, click the Companies button, and select the appropriate company.

2.

Click the Accounting Links tab. From the Record Owner drop-down box, select MAS 90.

3.

In Sage MAS 90 or 200, open Accounts Receivable/Main/Customer Maintenance, and select the customer for which you want to create ACT! contact records.

4.

Click on the Contacts button and create a contact.

5.

Click the Accept button twice.

6.

In ACT!, open Tools/ACT! Link to MAS 90/ Update/Load Companies.

7.

Check the Select check box for the appropriate company.

8.

Click the Accept button

 
 

The new contact is copied into the linked ACT! by Sage company's contact file, and the required key fields from the contact are copied into the ACT! contact record to establish the contact link record.

 
     
 

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