MX Plus Guide: Difference between revisions
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Crmtogether (talk | contribs) (Created page with " ---- Filters These are applied via the Sage CRM Translations area. You can apply custom filters to the data based on another field EG for company: Family: _crmtconfig code: ctCompFilterMXPlus US Translation:(comp_accpac_codeslsp1='#portaluserid#') #portaluserid# will be replaced with the MX Plus users name Other codes are ctOppoFilterMXPlus ctOrderQuoteFilterMXPlus ctPersFilterMXPlus") |
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Most features are the same as in MobileX/Accelerator | |||
Differences are | |||
a. Calendar and Tasks are not supported | |||
b. Contact Scanner is not supported | |||
c. Email Integration is not supported | |||
---- | ---- | ||
''''User Management'''' | |||
This is similar to Ac Plus | |||
https://accelerator.crmtogether.com/index.php?title=AC_Plus_Guide | |||
---- | |||
'''Customizing''' | |||
Filters | Filters | ||
| Line 21: | Line 37: | ||
ctOrderQuoteFilterMXPlus | ctOrderQuoteFilterMXPlus | ||
ctPersFilterMXPlus | ctPersFilterMXPlus | ||
---- | |||
Dashboard | |||
We use a menu item called ''acdashboardmxplus'' | |||
Here you can add in Custom File Actions and a custom file url | |||
Latest revision as of 11:10, 4 June 2026
Most features are the same as in MobileX/Accelerator
Differences are
a. Calendar and Tasks are not supported
b. Contact Scanner is not supported
c. Email Integration is not supported
'User Management'
This is similar to Ac Plus
https://accelerator.crmtogether.com/index.php?title=AC_Plus_Guide
Customizing
Filters
These are applied via the Sage CRM Translations area.
You can apply custom filters to the data based on another field
EG for company:
Family: _crmtconfig code: ctCompFilterMXPlus US Translation:(comp_accpac_codeslsp1='#portaluserid#')
- portaluserid# will be replaced with the MX Plus users name
Other codes are
ctOppoFilterMXPlus ctOrderQuoteFilterMXPlus ctPersFilterMXPlus
Dashboard
We use a menu item called acdashboardmxplus
Here you can add in Custom File Actions and a custom file url