CRM for Timberline ACCSoft’s CRM Integration for Sage Timberline® Office gives access to all essential Timberline information anywhere that CRM access is available. There are integration components available for Core modules ( Accounts receivable, Accounts Payable and Address Book), Job Cost and Project Management, Purchasing and Inventory, Service Management, Property Management, Payroll, Equipment Cost. Additional components are available for Job Cost Forecasting and Time Sheet Entry. The Timberline Integration components automatically synchronize your Timberline Office® information from Address Book, Payroll and Property Management seamlessly through to the Company and People tables in CRM. All contact information stored in Timberline is automatically uploaded into the CRM database and then made available for easy tracking of all correspondence and the association of different correspondence with Projects, Equipment and Properties.
CRM presents data in similar formats to Timberline’s thick client software with improved drill-down in many areas. All on-screen lists and form designs can be modified to suit your company’s needs via a simple customisation interface that you can make available to selected users using CRM’s advanced security system.
Views are available for all the modules in the Timberline® Office suite and they all feature powerful communication and management tools provided by CRM. You simply choose which components you require.
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Your AR customers for example, are accessible using CRM search functions. The CRM Integration can be customised to allow users to drill-down to view customer invoices and receipts via hyperlinks on customers’ current and aged account balances. Another CRM feature, the management Dashboard, shows a customisable set of content relating to you, the user. You decide what data will be shown. For instance, it could include a list of your most recently viewed companies or colour charts that give a snapshot view of key accounting data from Timberline®. The Timberline integration components also provide facilities for securing your data. Job and Equipment records can be assigned to individuals and teams and these assignments can be used to secure which records can be seen and reported on by which operators. Security for Timberline information is controlled on a by module security matrix. Individual users can be excluded from specific types of information such as AP vendor invoices or AR customer Invoices and aging. The CRM Integration components available are: Core Modules (AR, AP & Address Book), Job Cost & Project Management, Purchasing and Inventory, Service Management, Property Management, Payroll, Equipment Cost. Additional components are available for Job Cost Forecasting and Time Sheet Entry. |
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