Manage your business
- View customers from any Sage BusinessVision company.
- A powerful search engine allows agents to quickly locate any customer from any partial piece of information (Name, Address, phone etc...)
- Instant overview of customer information including: Quotes, Products, Calls, Cases, Appointments, E-Mails and more.
- Audit changes to business data with automatic notification.
- Enable role-based access and permissions to accounts and data.
- Restrict users to any number of settings including the ability to view own customers only.