Sage CRM

I seem to have click-happy employees who accidentally click 'Promote to Order" rather than "View/Edit. This has happened several times, which instantly results in the quote changing to an order with no opportunity to recant the click. I would most prefer…

Just installed Sage CRM 7.3 with Sage 100 2017 5.4.2. We would like to set up some custom gadgets for the Dashboards (Inventory stocks, Open SAles order from Sage 100, Sales history from Sage 100 etc). I am Having trouble setting up Sdata Feed Template…

We just installed the new version of SAGE CRM 2017 R3. Working with the latest version of Sage 100 2017. We can open the CRM from a browser. But we can not open it with the Launch Sage CRM button that is on the SAGE 100 2017 home bar. That creates a bunch…

Dear members, I am writing this post to ask you about how we can copy value of territory field in one tab to another tab in company screen(i.e: company summary scree). I use sage crm version 7.2. In image below describe what I mean: On Company Summary…

Has anyone noticed that OTF Opportunities for Sage100 don't accurately mark the 'Created By' field in opportunity/quote/order. It just always says the admin did it. Anyone figure out a workaround to populate that field? Thanks, Anthony

Hi, I tried to activate the synchronization of my company with Sage 100, directly after the creation of the integration. Everything OK, but during the research don't take any output Here is attached my log files (Please visit the site to view this…

Hello I'm kind of new user of Sage CRM and i want to know is it possible to make a CRM integration with Sage 100 hosted on a remote server? Best regards

I have an sData view I created that combines Company info with the AR_Customer table in Sage100 VIA a linked server. The idea is that a salesperson will have a list of customers to call, and when the highlight a record on the list they can see up to date…

Hello All, I have a SageCRM 7.2b system that is setup to be accessed from the outside. Everything works including the dashboards except for quick order entry. I am getting the following error. The IT dept has opened port's 10009 and 80. Any suggestions…

I am messing around with sending a quote through a mail merge and am a little confused. Does the quote not automatically send as a email? It seems like its a pain to merge the document as a communication then create a new email/communication then attach…

Has anyone had this issue before? I have 1 workstation that will not launch the Sales Order Entry screen when I try to create/change a Order or quote. CRM creates a new tab in IE to launch winx, but it just hangs for a few seconds then goes away. Its…