Sage Business Care Support Services

Customers are our top priority and the lifeline of our organization.  We consistently operate with our customers’ best interests in mind and offer professional assistance — through online self-service options, world-class phone support, and an extensive network of business partners, certified consultants, and authorized training centers. 
The Sage Support and Services team delivers an innovative advisory approach to help Sage customers better utilize and derive more value from Sage solutions.  In addition to answering questions and resolving technical concerns, Sage proactively offers valuable advice on using Sage solutions to their fullest potential – helping customers realize a higher return on investment by: 

Sage Business Care plans provide customers with access to a variety of valuable services, such as:

Additional Resources
Our goal is to ensure that our customers receive exceptional service from the best resource available to answer questions quickly and accurately.  We work to resolve our customers’ Sage product-specific questions and concerns; however, when customers are experiencing issues outside the scope of Sage products, we will refer customers to the appropriate resource who is best equipped to assist with those issues.  These resources may be the customer’s internal personnel, a Sage-authorized business partner, a certified consultant, or a third party provider.  Sage’s Professional Services and Sage University teams also offer a wide variety of services.  
Topics that are not covered under a Sage Business Care plan, where a Sage Customer Support team member will proactively provide the most appropriate alternative resource, include:

Please refer to the chart below for additional information and resources.   For additional questions, please contact a Sage Customer Care team.  

* Please note that references in this document to third party software, products or applications, does not  encompass all third party software, products and applications that Sage provides (directly or through an authorized Sage Business Partner) as part of a customer’s  solution.

Category

Sage Business Care Service Coverage

Outside of Sage Business Care Service Coverage

Additional Resources

Installation & Upgrades

  • Clarification of any installation or upgrade steps 
  • Troubleshooting problems encountered during installation and upgrades
  • Step-by-step installation assistance
  • Local (on-site) or remote (via Terminal Services, GoToAssist, etc.) installation services
  • Consulting services to install or resolve non-Sage installation issues specific to your organization’s technical environment
  • Your Sage-authorized Business Partner (BP)
  • Sage Professional Services
  • Your own IT staff

Setup,  Configuration & Data Conversion

  • Clarification of what various fields and codes mean and how they are used
  • Troubleshoot problems encountered during setup, configuration, and data conversion of Sage product
  • Recommendations on usage of Sage products in your organization
  • Consulting services, such as gaining an in-depth understanding of your organization’s needs and customizing your configuration to meet those needs
  • Step-by-step migration of data from your previous software version or other software solution (but see info in the “Import/Export” section)
  • Configuring third party applications
  • Creating or troubleshooting customizations (i.e. HTML, SQL scripts, triggers, etc.)
  • Training

 

Data Entry / Product Operations

  • Guidance on how to fix problems created by incorrect data entry through the Sage product interface
  • Clarification of what various fields mean or processes you may find confusing
  • Troubleshooting problems encountered with data entry or product operations
  • Troubleshoot Sage product-related errors and messages
  • Analyzing your individual transactions to determine the source of a data entry error
  • Advice regarding how to code individual transactions
  • Reconciling your bank statement
  • Training
  • Assistance with data entry or manipulation outside the Sage user interface

 

  • Your Sage-authorized BP
  • Sage Professional Services
  • Sage University
  • Authorized data repair centers
  • Your accountant

Import / Export

  • Guidance on proper format for importing data into your Sage product
  • Troubleshooting errors encountered when importing data into your Sage product
  • Troubleshooting problems encountered exporting data from your Sage product
  • Exporting accurate data from third party software or validating/formatting it for you, so that it can be imported into your Sage product
  • Creating your data definition files or mappings for data import
  • Importing data into a third party product
  • Usage and configuration questions on third party products
  • Training
  • Your Sage-authorized BP
  • Sage Professional Services
  • Sage University
  • Your accountant
  • The third party software publisher
  • For third party info, go to www.sagepss.com

Reporting

  • Clarification of what various reporting options mean
  • Troubleshooting problems encountered when setting up or running reports
  • Guidance on creating, customizing, or refining a basic report to meet your reporting needs
  • Guidance on basic problems encountered with Sage-provided reporting tools, such as Crystal Reports
  • Creating or designing reports for you
  • Troubleshooting problems encountered with customized reports or third party reporting programs or tools (formatting formulas, parameters, etc.)
  • Assistance connecting your Sage data to third party reporting tools
  • Training
  • Your Sage-authorized BP
  • Sage Professional Services
  • Sage University
  • The third party software publisher
  • Your own IT staff
  • For third party info, go to www.sagepss.com

Hardware, Operating Systems (OS), Database Platforms, Internet Information Server (IIS), Browsers, etc.

  • Clarification of system recommendations and requirements
  • Guidance on any specific configuration settings required by your Sage product
  • Troubleshooting printing errors received in your Sage product when printing is working otherwise
  • Installation
  • Configuring vendor systems (desktop operating systems, Microsoft Server and/or SQL Server, IIS, SMTP, remote services, etc. )
  • Troubleshooting stability, performance or other problems
  • Troubleshooting operating system issues – firewall, antivirus, permissions, etc.
  • Troubleshooting, installation, or configuration of your Virtual environment (Citrix, VMware, HyperV, etc.)
  • Assistance with installation or set up of email browsers, etc.
  • Assistance with printer connectivity or configuration
  • Training
  • Your own IT staff
  • Your Sage-authorized BP
  • Sage Professional Services
  • Your hardware, OS, database, IIS, or browser vendor

Network Connectivity

  • Troubleshooting connectivity issues within your Sage product when your supported network infrastructure is otherwise working
  • Troubleshooting connectivity to a Sage hosting center when Internet connectivity is working
  • Troubleshooting internet connectivity
  • Troubleshooting other connectivity issues that exist outside of your Sage product
  • Assistance with unsupported networks
  • Installation, troubleshooting or configuration of network (WAN/LAN) security/cards/cabling/hardware/software
  • Training
  • Your own IT staff
  • Your Internet Service Provider (ISP)
  • Your Sage-authorized BP
  • Sage Professional Services
  • Your external vendor