Solution Properties
Solution ID:
221924150011251
Last Modified Date:
Fri May 02 15:03:15 UTC 2025
Taxonomy Path:
Category//Setup and configuration
Author:
[email protected]
Scope of Support
Description
  • Customers are our top priority and the lifeline of our organization
  • We operate with our customers' best interests in mind and offer professional assistance
  • This includes online self-service options, assisted support, and an extensive network of business partners and certified consultants

Customer Services 

  • The Sage Customer Services team delivers an innovative advisory approach to help customers better use and derive more value from Sage solutions
  • Sage Customer Services answers program-related questions, resolves technical concerns, and offers advice on maximizing Sage solutions' potential

 Category

      Where Sage Support can help

 

  • Installation & Upgrades
  • Clarification of any installation or upgrade steps
  • Troubleshooting problems/issues encountered during installation and upgrades

 

  • Setup/ Configuration
  • Data Migration/
    Conversion
  • Clarification of what various fields and codes mean and how to use them
  • Guidance on how to fix problems
  • Troubleshooting problems encountered during setup, configuration, and data conversion of Sage products
  • Recommendations on the usage of Sage products in your organization

 

  • Data Entry
  • Product Operations

 
  • Guidance on how to fix problems created by incorrect data entry through the Sage product interface
  • Clarification of what various fields mean or processes you find confusing
  • Troubleshooting problems encountered with data entry or product operations
  • Troubleshooting Sage product-related errors and messages

 

  • Import/Export
  • Guidance on the proper format for importing data into your Sage product
  • Troubleshooting errors or problems encountered when importing or exporting data for purposes of a company rebuild
  • Example of a standard Import/Export format

 

  • Reports and Forms
  • Clarification of what various reporting options mean
  • Troubleshooting problems encountered when setting up or running standard reports
  • Guidance on creating/refining a basic report to meet your reporting needs
  • Guidance on basic problems encountered with Sage-provided reporting tools

 

  • Hardware, operating systems (OS)
  • Database platforms
  • Internet Information Server (IIS)
  • Cloud platform, browsers, etc.
  • Clarification of system recommendations and requirements
  • Guidance on any specific configuration settings required by your Sage product
  • Troubleshooting printing errors received in your Sage product when printing is working otherwise

 

  • Network connectivity
  • Troubleshooting connectivity issues within your Sage product when your supported network infrastructure is otherwise working
  • Troubleshooting connectivity to a Sage hosting center when internet connectivity is working

 

  • Training
  • Provide documentation and resources
  • Answers to basic how-to questions

 

Sage Expert Services

We aim to ensure our customers receive exceptional service from the best resources available to answer questions quickly and accurately. We work to resolve our customers’ Sage product-specific questions and concerns. When customers experience issues outside the scope of Sage products, we’ll refer customers to the appropriate resource best equipped to assist with those issues.  

  • These resources may be a Sage-authorized business partner, a certified consultant, or a third-party provider
  • The Sage Expert Services and Sage Learning Services teams offer various fee-based services

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