Sage CRM

I'm trying to create a button in CRM to launch the 'Online Card Receipt' form (Sage.MMS.SalesLedger.OnlineCardReceiptForm). I think I know how to add the button, but I am not sure how to launch the form since it doesn't use a standard form ID as described…

At the moment our CRM (2018 R3) has a few form launching options under a company or opportunity. These were put in place by our support partner, so I'm not sure how they did it. I want to be able to add additional forms to the menu, which as I understand…

We have a customer who has an Excel sheet which is used to produce certificates linked to their Sage 200 data. The certificates need to be reviewed on an annual basis. Is there anyway that the Excel sheet can create a Task against the customer record…

I'm using Sage CRM 7.3 integrated with Sage 200. I have a custom entity called branch whereby a company can have one or more branches. Just like a company can have quotes and orders created from an opportunity, so too can a branch of the company.…

Hi, looking at the metadata tables WsS200SOPOrder / WsS200SOPQuote, there is no currency fields at all. On a multi-currency SageCRM system I need to display the quote/order currency in the summary and also merge into a document but can't this anywhere…

Hi, using the Sage200 connector is there a way to merge to word rather than pdf? There appears to be some switches in print.asp but are not documented and attempting to change them hasnt made any difference to how the merge is done. Secondly like…