Multi Record UDF Updater for Sage Evolution

Sage, Evolution

We deveoped a Sage Evolution add-on module that automatically updates UDFs. Consider for example you would like to update 15 UDF (User Defined Fields) per customer (as seen below). If there were 200 customers with 15 UDF fields to be changed, it would mean (200x15 = 3000) individual error prone manual updates.

 

Sage, Evolution

 

 

With our “Multi Record UDF Updater” application however, you specify the data just once and it would automatically update all the relevant records. It can be updated per group, rep, area, city, code prefix etc. The application is opened by clicking on the icon in Evolution.

 

 

Sage, Evolution

 

This tool is especially useful when you have different kinds of information to display on reports, invoices, and/or statements. Below is an example of an input screen where you update the UDFs (just once) and then it consequently pushes through to all the respective individual records. If a new customer is added, or if a customer is changed (let’s say the group is changed) the relevant information will automatically be updated.

 

Sage, Evolution

Sage, Evolution

 

For all your Sage Evolution development or integration needs, please do not hesitate to contact me.

Hanno Winterbach
084 826 3454
This email address is being protected from spambots. You need JavaScript enabled to view it.
www.software4business.co.za

 

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