MX Plus Guide

Most features are the same

User Management - This is similar to Ac Plus

 https://accelerator.crmtogether.com/index.php?title=AC_Plus_Guide

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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#')

1. portaluserid# will be replaced with the MX Plus users name

Other codes are

 ctOppoFilterMXPlus
 ctOrderQuoteFilterMXPlus
 ctPersFilterMXPlus

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Dashboard

We use a menu item called acdashboardmxplus

Here you can add in Custom File Actions and a custom file url