Usability Enhancements in Sage ERP X3

When it comes to a major software update, it's often the little things that make the biggest difference. Sage ERP X3 Version 7 introduced a collection of usability features that didn't make the headlines but are quietly significant. Here’s a look at just a few of them.

Microsoft Office Integration

Sage X3 Version 7 features stronger integrations to Microsoft Word, Excel, and PowerPoint that allow you to securely access Sage ERP data without having to switch between applications and screens. Using the new Sage ERP X3 toolbar in Microsoft Office you can:

• Insert charts and tables into Word files.
• Mail merge using templates for more effective customer communication.
• Export Excel data or create a direct link between your data and workbook.
• Import Sage X3 data and charts into PowerPoint and easily refresh with the click of a button for up-to-the-minute presentations.

A new Online Document Storage feature allows you to save your Word, Excel, or PowerPoint documents directly to Sage ERP X3 using the new integrated toolbar. You can also drag and drop files from your desktop to be shared with your team or saved for later access.

Note: Sage ERP X3 Version 7 Office Integration is compatible with Office 2010 and 2013, plus Office 365 in Windows environments. Integration currently not available for Mac.

Online Help Center

Get access to the release notes, videos, and tutorials you need in the new Online Help Center. Simply click on the Question Mark symbol in the upper-right hand corner of Sage ERP X3 to access up-to-date product documentation as well as powerful search tools to easily find exactly you are looking for. The online help portal will automatically detect your user profile and log you into the center - no separate login required.

Google-Like Searches

Sage ERP X3 also features a new search engine that allows you to pinpoint data and functions by searching partial and similar keywords. This new and powerful built-in search provides you with a Google-like experience complete with comprehensive results and drill down features.

Search results are displayed in 2 parts:

• Data Search displays detailed data classified by category
• Function Search displays any possible matching functions.