This article is tailored to benefit a consultant, a value-added reseller, someone affiliated with Sage, or even an adept user within the company. It's aimed at enabling them to fully customize the site to their needs and take charge of driving forward process improvements with the Sage Intacct Forms and Operational Flows solution set.
Resources
Here's the link to the Information Center for Sage Forms and Operational Flows that is referenced in the video.
To begin, let's explore the array of resources at your disposal:
HelpDesk - Your Information Center
Think of this as the central hub for all your support needs. Regardless of your preferred mode of interaction with the support desk, we've got you covered. You have the option for self-service, where you can delve into our knowledge base or watch instructional videos at your own pace. We're committed to continuously enhancing this resource, so feel free to dive in and provide any feedback or suggestions for additional content. Your input is invaluable in making this experience as enriching as possible for you. Good news--you're already here! Check out the homepage.
Ask the Expert
If you need personalized assistance, you can reach out to our team of subject matter experts who are on standby to address your queries. We aim for a swift response time of around 10 to 15 minutes, ensuring thoughtful human interaction. Whether you have specific questions or require guidance, our experts will not only provide answers but also direct you to relevant guides within the knowledge base. Submit your questions, and we'll promptly assist you. Additionally, if you prefer direct communication, you can schedule a brief huddle meeting for a more personalized discussion.
Citizen Developer
Embracing the role of a citizen developer opens up a world of possibilities. Even if you're not a developer, you can leverage our no-code solution set to craft custom, tailored workflows and solutions. This empowers you to create innovative solutions seamlessly integrated with Intacct. Our white paper delves into this concept, illustrating how utilizing no-code toolkits like ours can maximize your investment. It emphasizes empowerment, taking control of your initiatives, and the value proposition of building engagement through portals tailored to your ecosystem. Whether it's for donor advisors, vendors, or customers, these portals enhance relationships and streamline enterprise operations effectively.
Other Resources:
Check out the Platform Overview for an outline of the entire platform.