MX Plus Guide: Difference between revisions
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 17: | Line 33: | ||
#portaluserid# will be replaced with the MX Plus users name | #portaluserid# will be replaced with the MX Plus users name | ||
Other codes are | Other codes are EG | ||
ctOppoFilterMXPlus | ctOppoFilterMXPlus | ||
ctOrderQuoteFilterMXPlus | ctOrderQuoteFilterMXPlus | ||
ctPersFilterMXPlus | ctPersFilterMXPlus | ||
To create user level codes you append the username to the end of the code | |||
EG on opportunity for a user called "House" | |||
Family: _crmtconfig | |||
code: ctOppoFilterMXPlusHouse | |||
US Translation: (oppo_accpac_codeslsp1 in ('house','frank') or oppo_accpac_codeslsp2 in ('house','frank')) | |||
Note that opportunity filters are applied to quotes and orders | |||
An example of where a user can view an opportunity but not the company/person is below. | |||
They can see the Names but the icon is disabled and cannot be clicked. | |||
Example | |||
[[File:mxplus_viewonly.png]] | |||
---- | |||
Dashboard | |||
We use a menu item called ''acdashboardmxplus'' | |||
Here you can add in Custom File Actions and a custom file url | |||
---- | |||
The Log call button can be hidden by checking the | |||
MXPlus only-Hide Log Call Button | |||
option in the CRM Together Config area and setting that value to Y | |||
Latest revision as of 16:19, 27 August 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 EG
ctOppoFilterMXPlus ctOrderQuoteFilterMXPlus ctPersFilterMXPlus
To create user level codes you append the username to the end of the code
EG on opportunity for a user called "House"
Family: _crmtconfig
code: ctOppoFilterMXPlusHouse
US Translation: (oppo_accpac_codeslsp1 in ('house','frank') or oppo_accpac_codeslsp2 in ('house','frank'))
Note that opportunity filters are applied to quotes and orders
An example of where a user can view an opportunity but not the company/person is below. They can see the Names but the icon is disabled and cannot be clicked.
Example
Dashboard
We use a menu item called acdashboardmxplus
Here you can add in Custom File Actions and a custom file url
The Log call button can be hidden by checking the
MXPlus only-Hide Log Call Button
option in the CRM Together Config area and setting that value to Y
