Finding Help Options in the Sage 300 CRE Desktop

Meandering through Sage.com to find answers to Sage 300CRE questions can be a trying experience.  The Sage website is a very large site, as it incorporates not only Sage 300 CRE (formerly Timberline Software), but also the many other software products they sell and support.  With the latest versions of the Sage 300 CRE Desktop, users have help options all in one location.

A quick glimpse of the desktop and you can see there is a menu item for Help.  Drop down the list and you will see a variety of options available.  A selection of any of the items from the internet will bring up the site in the viewing area of the desktop.  There is also a home button in the upper left of your pages to take you back to the home page of the site you are viewing.

Help Topics– Choose this option to search in the online software manuals.  Here you can use the Index to search on different areas of concern such as Setup Bank Accounts, etc.
Live Chat – Discuss your question with an online support rep from Sage.  You will need your client number and will be asked to enter a short description of your question at the beginning of your chat session.
Product Documents – Click here to find a listing of downloadable User Manuals for all Software by version.  This includes the Sage 300CRE Software User and Install Guides as well as Year End Procedures and Payroll Tax Release Notes.
Sage Service and Support – Choose this option to log onto the Sage Knowledgebase.  Ask questions to retrieve answers on this online support website that is consistently updated by the Sage Support department with issues and solutions.
Sage City – This is a one-stop location for really all support options on one page.  Choose from live chat, user forums, access the knowledgebase, read blogs and user input.  For the forums and blogs, you will be required to setup a user login.
The Users Group – Clicking here will take you to Tugweb.com.  “The Users Group” is not run by Sage, but is an independent support group for Sage 300CRE that has been around since Sage300CRE (then Timberline Software) was started back in the 70’s.   On this site, find how to join, access additional User Forums and read their blogs and newsletters.  They also attend and hold sessions at the yearly Sage User Group meetings.
Submit Enhancement Requests –  This takes you to a site where you can, using your user id, enter software enhancement requests.  Setup a request for a change in the software and see how many others would like to see the same enhancement.  This is really a great opportunity for software users to have valid input for what they would like to see changed and/or added in the software.

You can leave these sites open In your Sage desktop of close them using the “X” at the top of your Desktop viewing area.  Hopefully this helps you to put your software to work for you by using all of the options available.

 

 

 

 

 

 

 

 

 

 

 

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