Accounts
• Query back-office system for full listing => populates listing from MAS 500
o Will designate if duplicate accounts exist in SLX
o Auto Link test for same / similar values in ERP also in CRM (like a de-dupe)
o Tighter validation
• Difference results number represents how far off the similar accounts are from each
other (like a Google results search)
o Can set decreasingly less stringent matches
• Dynalink did not have the efficiency of this capability except to manually sort through and
review records
• ERP data tab at bottom of Account Record illustrates the ad hoc query details that come
over
o Can double click ad hoc listing and see details of sales records / invoice records
o Can drag and drop fields around
o Can create groups and subgroups
o Preview data will show parent record with associated children
• Click on sales order in SLX and it will launch MAS 500 to show details of the sales order
record
• In Dynalink, the user did not have the ability to specify views
• Account Details maps over directly
o Right click into customer maintenance because “sitting” within MAS 500
Opportunity Product
• While adding opportunity products, will pull ERP item pricing, including specials
Not Available
• Vendor linking is not available in this release of Phoenix out of box (available through
customization)
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