Yes, we’ve all been using spreadsheets for years (some of us, for decades now…) for simple what-if scenarios, for profit/loss statements, for reconciling bank statements, even for complex risk-analyses.
While some industry pundits are extoling the virtues of a “spreadsheet-free&rdquo...

by Joe Zhou

Our development team specializes in Intacct customizations and integrations since March 2013. During the past 21 months, we implemented many Intacct integration projects for various clients. When I look back on these projects as the year comes to an end, I can group them into the following categories.
 
1.       Standalone Web Applications
A good ex...

by Brian Terrell

Recently, I spoke with a leading Intacct business partner about the opportunities and challenges of tailoring Intacct to the exact needs of the customer. The world loves to call this customization, but I have never liked that word. I feel it implies that the product misses a feature or is otherwise incomplete. I prefer to call these types of development efforts “automation...

by Jacky Xu

Recently, I was researching .net linq syntax and found one interesting function: Extension Methods. I found myself asking, Why can linq add many methods to many existing classes? Did Microsoft change these classes? The answer is no. They are using a new c# 3.0 feature: Extension Methods. The old way is to inherit the “string” class and add it to your new method, and use y...

by Joe Zhou

At BTerrell Group, we have a few experienced consultants who specialize in Intacct implementations.  Migrating client’s data from another ERP system to Intacct is a big part of the implementation process. However, it can be cumbersome and error prone. Over time our CodePartners division developed some useful tools that help our consultants overcome these obstacles in their...

by Kristi Feng

Last week we helped a client create a “find page” in CRM to look up Sage 300 ERP Inventory quantities.  Our client only has one Sage 300 ERP company, so we first created a view in CRM with the fields we need. Then we setup a new table connection to the view to create a new list and blocks for the find screen. After we finished the project, I went to make the data ...

by Kristi Feng

Recently, we received a request to show the number of attempts, comments, and the time the call got through for the Outbound Calls under Person’s Tab.

To do this, we will need to do the following

·         Create a new view under Administration -> Customization -> Secondary Entities -> Outbound Call Lists -> View...

by Emma Tsai
Recently, we worked on a project that integrates Sage CRM with EchoSign, an electronic signature solution, to help our client manage their digital documents. This integration allows users to send emails with merged documents on Sage CRM screens through EchoSign. Then EchoSign sends the documents for signatures following the specific, pre-defined signing order and manages the document ...

By Emma Tsai
Recently, we worked on several small Sage CRM customization projects for our client, who is in the housing service industry. Here are two examples of them.
Lead Staging Button
We made a button called “Lead Staging” on a Sage CRM page to launch a batch file on the client (the user’s machine). The batch file copies an MS Access program from one of their network drives ...

by Jacky Xu
Recently, we had a VB6 program that always was running to scan a specific folder, get files to process, and print a report. A timer control triggers this logic. The program uses Sage 300 ERP COM API to print the report. But the program cannot release memory immediately after we set the COM object to zero. So, the memory of the program will grow to be very large. We had to find a soluti...