TeamWork Overview
TeamWork provides configurable alerts, notifications, and approval workflows for Sage 300 records in a chat interface.
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TeamWork uses a combination of mobile or desktop chat apps, and Sage 300 screens.
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Chats are stored and displayed in the context of Sage 300 transactions.
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Documents added in the chat app can be viewed in Sage 300 desktop screens.
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Some transactions can be initiated in the mobile app.
TeamWork is powered by AutoSimply A/C Chat, Orchid Extender, and Orchid Information Manager Notes.
Tip: Combine with Orchid Document Management Link to make signatures and photos captured on the mobile device available in Sage 300.
TeamWork applies to:
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Batches (G/L journals, A/P Invoices, A/R Invoices)
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Transactions headers (Sales Orders, Purchase Orders, I/C Transactions)
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Master files (New customer, new vendor, new item, change of fields)TeamWork applies to: