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Sage MyAssistant

Sage MyAssistant is an easy-to-use software tool that actively monitors your business and notifies you of the details that keep it running smoothly. MyAssistant uses Microsoft Outlook to proactively notify you of issues that need your attention. Based on your business rules, your customers sensitivities and your vendors performance, MyAssistant improves your productivity by automatically screening information and notifying you only of those things that are truly important or time sensitive.

Introducting Sage MyCommunicator for Outlook 
With Sage MyCommunicator for Outlook, a powerful add-on to Sage MyAssistant, customers can combine the familiarity and ease of Outlook with the information in Sage 300 Construction to improve their company’s decisions, processes, and communication. While MyAssistant allows them to proactively monitor their business and distribute key reports and alerts into the hands of those who need them, adding MyCommunicator helps them track, assign, and follow up on key activities within Microsoft Outlook while updating the information in Sage 300 Construction and Real Estate. With MyCommunicator communications and can be initiated and tracked (Has anything been done to resolve this? If so who am I waiting on?) When necessary, customers can follow up or resend an original request. MyCommunicator keeps key players informed of important information and allows them to update their Sage 300 Construction and Real Estate data without ever leaving Microsoft Outlook.

View MyCommunicator Data Sheet click here
View Recorded MyCommincator Overview Demo click here


MyAssistant Features include: 
    -   Enhanced performance in Running Tasks and Viewing Notifications.
    -   From the Notification Viewer, the ability to export Sage Timberline Office data to Excel.
    -   A new Reminder feature that tells MyAssistant to remind you of a particular Notification in X days.
    -   A new All Notifications button in the Notification Quickviewer that allows you to see all notifications.
    -   A new Insert Picture feature that allows you to include your logo and other images in MyAssistant 
        email messages.
    -   A new option to freeze columns to the right or to the left have been added to the Notification Viewer.
    -   When you run a Task from My Assistant Title, the Notification Viewer opens automatically displaying the
        newly generated notificaitons.

View a MyAssistant Overview Demo click here


Introducting Sage MyCommunicator for Outlook
With Sage MyCommunicator for Outlook, a powerful add-on to Sage MyAssistant, customers can combine the familiarity and ease of Outlook with the information in Sage 300 Construction to improve their company’s decisions, processes, and communication. While MyAssistant allows them to proactively monitor their business and distribute key reports and alerts into the hands of those who need them, adding MyCommunicator helps them track, assign, and follow up on key activities within Microsoft Outlook while updating the information in Sage 300 Construction and Real Estate. With MyCommunicator communications and can be initiated and tracked (Has anything been done to resolve this? If so who am I waiting on?) When necessary, customers can follow up or resend an original request. MyCommunicator keeps key players informed of important information and allows them to update their Sage 300 Construction and Real Estate data without ever leaving Microsoft Outlook.

How MyAssistant Works

Begin by assigning MyAssistant Tasks to perform. With each Task you can specify:
   -  A scenario or condition for which to be notified. Pick from the more than 200 pre-defined conditions or add
      scenarios that address your specific needs
   -  How often MyAssistant should check for each condition
   -  What action you want MyAssistant to take when an issue is identified

MyAssistant then filters your daily business activities -- invoices, contracts, leases and project documents -- against the scenarios you've defined and notifies you when issues need to be addressed, communications to be sent and check lists that require follow-up.  Once notified, MyAssistant helps you address each issue. 

While working with notifications in Microsoft Outlook:
   -  View one or more Sage Timberline Office inquiries or reports that provide more information pertaining to
      the notifications at hand
   -  Mark items complete
   -  Or, ask to be notified again at some point in the future if the condition is still present