12-07-2010 06:26 PM
I know I can post this question on a Pechtree forum but I'm posting it here for help first.
I know there is a peachtree free addon. This will add a peachtree tab but I'm wondering if anyone uses it and shares my concerns or can answer my questions:
The reason I THINK I want to link up Peachtree and ACT is so that my sales reps can see the credit terms of their clients AND when their clients might be getting over their credit limit when placing an order. YES our accounting lady controls this through peachtree now but I figure if the information was available in ACT, couldn't hurt, right?
or could it...
1. I'm concerned that linking act and peachtree might expose TOO much information to sales reps (even though right now they have very little information).
I guess what I'm looking for is for somebody to tell me their experience, pros and cons and method of integrating ACT and Peachtree.
Thanks in advance!!