Create a customization strategy

What tasks do you currently perform with your Sage Intacct ERP data outside of Intacct? Could you automate tasks with Customizations Services? Customization Services offers many possibilities, and where to start depends on what kind of business you have.

For example, if you have a wholesale business, you might want to customize the Items object to capture shipping details. But if you are a professional services company, you might decide to add fields to the Customer record to capture business-relevant information about your customers.

Every industry is different. Where you begin is up to you. Start by understanding how you can use customization to meet your business objectives and use the tools available in Customization Services.