How To Use Evernote To Share Sage 100 ERP Technical Information With Your Team

If you’re frustrated by the login process of the Sage portal and need to send a link to technical info that is behind “the wall”  (aka – requires a login) and you don’t want to become the Sage customer service rep for “how do I login” or “I forgot my password”  type questions – here’s a great solution which uses the popular note taking service called Evernote to share out technical content with your team and in most cases will avoid having to create a login..

evernote

a. If you’re not already using Evernote – start. You should use the paid solution ($45/year though free will work in most cases).

http://www.evernote.com/

 

PS – Yea I know they got hacked.

b. Download the Evernote extension which lets you capture web pages

http://goo.gl/n3h7N

 

c. Login to the Sage Portal

d. Capture the pages which don’t require further login (use the Evernote extension) once you are past the “front gate” — one example is the Supported Platforms matrix.

e. Share this page directly with your customer or IT consultant who is asking for it.

Here’s what they’ll see:

 

supported platforms sage100

 

Here’s what the Evernote share looks like.

Note that you can click through most of the links without being logged into Sage Atlas (at least you can for the links I tried).

Not all Sage pages allow you to click through without login - but you’ll be pleasantly surprised that many allow it once you’re “past the gate”

https://www.evernote.com/shard/s1/sh/c95c0c7c-1c1f-4852-b92c-b14ed6d2c636/a744ffec89b2847f0bdcfdbca9fc88b2

 

About Wayne Schulz

is a Sr Consultant who has worked with Sage 100 ERP ( Formerly Sage MAS 90 and MAS 200) since 1986. He provides technical support to companies located throughout the United States on all versions of Sage 100 ERP. Contact Wayne via our info request page or via Google