MX 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#')

1. 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