Sage Summit Conference

Customer Registration is Now Open!

If you’re looking to perform your job faster while raising your level of efficiency, Sage Summit is the conference for you! Sage Summit is the one conference you won’t want to miss to further your education on Sage Accpac, Sage CRM, and many other Sage solutions. Sage Summit will deliver four days of information-packed training, and proven tips & tricks to improve your skills to help you boost productivity and save your company money.

Summit attendees are success-driven professionals with high expectations when it comes to choosing a conference with high ROI. Take this opportunity to become a part of your product community by connecting with fellow software users, product experts, support analysts, and product leaders. Get ahead of your competition by learning about new innovations and enhancements to future releases of the Sage solution you already use.

All organizations share one critical objective: Remain current and compliant with the many changes in government laws and regulations. Do you have all the latest facts on the compliance issues your business faces? This year’s Sage Summit offers an entire tract of sessions dedicated to this essential topic.

Registration is open and sessions are filling up fast. The conference is held in Atlanta, GA on November 9-12, 2009, at the Georgia World Congress Center. Group discounts are available, and reduced registration fees are being offered until October 30^th.

Find out more about the conference, register, browse sessions, and get information on discounted travel here.

Please contact us if you have any questions about Sage Summit.

Stay Compliant With Payroll Tax Changes

New Tax Tables Available for New Jersey, Wisconsin, Hawaii & Tennessee

The states of New Jersey & Wisconsin announced changes to their withholding tax calculations which may affect your company if you have employees in these states. These changes have been incorporated into the payroll tax updates, which will be available for download beginning September 22, 2009. Also incorporated in the September tax update, are changes to the Hawaii state withholding tax and the Tennessee SUTA wage base.

To download tax table updates, select the Download Tax Table link on your Sage Customer Account Page. You will receive activation codes if your Payroll Update Plan subscription is current.

To find out more about payroll tax compliance, or the Payroll Update Plan (PUP), please contact us today.

Get Sage CRM - Free

The ultimate goal for any business is to become truly connected with a full view of your customers’ needs. By achieving a complete view, your business can shorten sales cycles, improve customer retention, and find new opportunities. However, to succeed, businesses must harness their internal data and applications, such as sales force automation, customer service, marketing, accounting, and email - across your entire organization.

As a small-medium sized business (SMB) how do you compete with larger enterprise corporations without spending hundreds of thousands of dollars on an integrated ERP & CRM system to unify your internal processes? If you are a Sage Accpac ERP user, the answer just got easier – and free!

With Sage Accpac ERP, you now have access to Sage CRM – included free with V5.5. With Sage CRM you can:

• Manage your customer lifecycle from first contact, to contract, to long-term care.
• Become a more customer-centric organization.
• Create seamless processes and open communications among your employees, partners and customers for better control of information.

The most common business process in any organization is the order-to-cash lifecycle typically found in back-office applications. However, businesses can’t compete in today’s marketplace by relying on spreadsheets, contact managers, and accounting software. Forward thinking and successful companies enable their customers to interact seamlessly and empower suppliers, partners and employees with the information they need to be efficient.

CRM can do more than just improve your customer relationships. It can enhance marketing efficiency, reduce operational costs, significantly improve customer satisfaction, and in the long-term, increase revenue and customer loyalty.

To obtain your free copy of Sage CRM you must be current on Sage Accpac ERP V5.5, or contact us today for a free 30-day trial of the online version, SageCRM.com.

Earn Rewards for Referring NextLevel

In today’s economy, everyone wins from earning extra rewards. Back in September 2008, we announced our new NextLevel Referral program, and many of you have referred our services to your friends, family and colleagues. We want to thank you for your vote of confidence – we know there is no greater compliment than your referral. For those of you who are new to NextLevel, or have not yet used our Referral Program, check out the details below and maybe you could bring home some rewards for yourself!

Program Highlights:

1. You send us the contact information of a company that you think may benefit from our products and/or services.
2. Once we receive your referral, we promise to contact them within 3 business days. We further promise to only attempt contact 5 times, and if unsuccessful at making contact, we will notify you.
3. For every referral you send to NextLevel, we will reward you AND your company with great incentives.

Consider those who you think would benefit from upgrading their technology solutions, or who may be actively seeking a new solution and contact us with your list - we’ll do all the work. The more referrals you share, the more rewards you receive!

Contact Us for complete program Terms and Conditions.

Windows 7 - Early Review

Some initial reviews have been published on Microsoft’s Windows 7 and we’ve compiled the highlights.

Windows 7 will look and feel much like Vista, although there are enough changes for you to recognize it is a new operating system. Key improvements include stability, and the revamped user interface, as well as User Access Control (UAC), networking configuration and an enhanced backup feature. You will be pleased to know that the existing flood of confirmation prompts have been reduced and will no longer get in the way of ordinary tasks.

The taskbar will become a complete Quick Launch bar and applications will appear as icons – even allowing them to all show as aggregate under a thumbnail – similar to Mac OS X’s Dock. Built-in applications such as WordPad and Paint have been upgraded and show the ribbon interface like Office 2007 products.

From a technical perspective, Windows 7 will consume far less resources (RAM, processing) than Vista or Windows XP. It boots up much faster than Vista as the number of processes running at boot-up is far less than ever before. Switching between multiple displays will be much easier using key combinations, and the task bar has larger icons that can be pinned to stay in place whether or not the application has been opened.

Aero Snap uses the familiar drag & drop to maximize applications from the Quick Launch tray. The Aero enhancements will allow you to fill one side of the screen with an application by drag & drop. In addition, wireless networking has been tweaked so that you can connect to a network with fewer clicks.

To find out more about Windows 7, or discuss it’s viability for your company, please contact us.

Service Manager Update Highlights

Technisoft is pleased to announce the release of Service Manager V5.5 Product Update 2 (PU2). This product update includes 24 new product enhancements.

Quick Document Entry – Replacing the current Quick Job Entry program, Quick Document Entry allows you to manage Sales Orders & Quotes as well as Jobs with extensive search tools. It also supports Agreements and Customer Credit Check facilities.

Multiple Equipment Transfers – Now allows for the transfer of multiple equipment transfer records from site to site.

Document Entry – Offers a quick lookup of all documents created/copied from the currently loaded document. You can then select and load a document from that finder.

New Security Settings – Now include Item Location, Notation, and Item/Service Line security features.

Time Entry Purge - Is a new option added to the Clear History feature that allows you to purge old time entries. Only time entries related to historic jobs can be cleared.

Invoice Printing – Now includes a new delivery method to support the use of the AR Customer default delivery method (print, email, or email contact).

Contact us for complete details on Product Update 2 for Service Manager.

Tech Tips

What’s Free with Sage Accpac ERP?

People sometimes ask "What's Free" when buying Sage Accpac ERP. Even long-term users of Sage Accpac may wonder what's new and what’s free to them as members of the Sage Community. In this month’s Tech Tip, find out about Sage University for free Accpac training, and the Sage User Form and Blogs with instructions for using each information source.

Sage University

Every company who is current on a Sage Software Assurance plan is entitled to one free "Anytime Learning" training session, and a 25% discount on Anytime Learning subscription packages. And if your company subscribes to the Sage Priority Software Support plan, you are eligible for unlimited free Anytime Learning sessions for your entire organization.

Sage University offers many unique training types designed to make the most of your time:

• Anytime Learning offers the convenience of internet-based recorded sessions that are available when you are. An ideal way to review material, acquaint new hires, and train your staff in remote offices, Anytime Learning is available on a one-time basis or on a subscription plan for 6 or 12 months.
• Realtime learning sessions are online, instructor led classes scheduled for a specific date and time. All instruction happens live so you can ask questions and interact with other participants and the instructor. Realtime combines the interaction of a classroom with the convenience of learning from your office.
• Lunch & Learn sessions are one-hour, real-time sessions that cover a specific topic. Designed to increase your productivity by providing you with a stronger understanding of one specific process, Lunch & Learn sessions are available on over 40 topics so you can become more proficient in just one hour.
• Classroom training provides one-on-one instruction, interaction with other participants, and a hands-on experience in a professional learning environment. Courses using certified curriculum are delivered by Sage Certified Trainers at Sage training facilities nationwide.

To review a list of classes or signup for your free Anytime Learning session, click here.

User Forums & Blogs

Be a part of the Sage Accpac community and take advantage of ongoing discussion forums, the knowledgebase, and blogs where users can interact by posting and reading messages on topics of interest, exchange information, and learn tips & techniques.

Blogs for Sage Accpac ERP and Sage CRM include:

• Product Management Update – Join the PM team to learn how new features are chosen and what new and exciting changes are happening with Sage Accpac.
• Sage Accpac ERP Software Support Hub – The Sage Accpac support team discusses the most commonly asked questions and posts solutions, helpful hints and other useful product information
• SageCRM for Sage Accpac ERP – From basic to advanced to nerdy, this Q&A blog offers a wealth of information and how-to’s on CRM.

Forums for Sage Accpac ERP and Sage CRM provides access to thousands of posts by users, experts, and even the Sage development team on anything from database administration to reports and customizations. Read through posts for answers to commonly asked questions, or join the community and start your own posts.

Knowledgebase for Sage Accpac ERP and Sage CRM allows you to search for common errors and program issues by product, keyword and category. Research problem history and resolutions and gain additional technical knowledge with "How-to's" and documentation downloads.

If you are currently working with a NextLevel support rep on any program issues, please contact us before downloading or installing any hot fix or applying any problem resolution.

To join the Sage Accpac and CRM communities and check out the blogs, forms and knowledgebase, click here. If you have any questions or need assistance, please contact us.

Securing iPhone Access to Exchange

Organizations are increasingly instituting device access policies for remote users requiring access to the corporate network. RSA, VPN, secure certificates are just a few of the steps taken to ensure safe transfer of data to and from the network as well as on the device itself. One such device - the iPhone, had fallen through the cracks until recently. To see further details on what users of the iPhone that access the corporate Exchange server must do to encrypt that traffic, please click the link below to access the InfoWorld Magazine article: