The Identify Function in Sage X3: Customer relationship management (CRM) is a crucial aspect of any business. It involves effectively managing interactions with customers to improve satisfaction and loyalty. Identify in Sage X3 (under customer relations) is a function that is used to find specific customer or business partner information you need.
Navigate to the Identify Function
1. Go to Customer Relation.
2. Select Customer Relation.
3. Choose Identify.
Key Features of the Identify Function
The Identify function provides a centralized platform for managing customer and business partner information. Here are some of its key features:
- Comprehensive Customer Information: Capture essential details about customers, including company name, postal code, city, name, and contact information.
- Advanced Search Functionality: Use filters to search for customers or business partners based on various criteria, including company name, postal code, city, surname, and first name.
- Contextual Menus: Access additional information, such as customer history and customer base, directly from the search results grid.
The Identify Function Home Page
The home page of the Identify function provides a user-friendly interface for entering and managing customer and business partner information.
Fields and Data:
- Header Information: Includes essential details about the customer or business partner, such as company name, postal code, city, and name.
- Detail Level: Displays specific information related to business partners, including postal code, city, telephone number, description, and country.
Search and Filter Functionality:
- Search Button: Quickly locate records by applying filters to the header fields.
- Details Button: Access the customer function in Sage X3 for more in-depth information.
The Identify function offers robust search capabilities, allowing you to efficiently locate customers and business partners based on various criteria:
BP Search:
Company name (partial or full)
Postal code (partial or full)
City or town (partial or full)
Contact Search:
Surname (partial or full)
First name (partial or full)
Flexible Search Options:
- Independent Criteria: Each search criterion on the home page can be used individually.
- Combined Criteria: Multiple criteria can be combined for more precise results on Business Partners,
- Contact Criteria: A combination of surname and first name should be used for contact searches.
After entering the desired search criteria, click the search button at the top right to view the search results on the details level.