Sage CRM

Hi, I completed installing and configuring CRM integration on both Sage 300 ERP and CRM7.2f. I tested around the integrated 300 ERP tabs and screens without any issues except when I clicked New Contract button under P/M Inquiry tab (see screenshot below…

I want to store sales collateral - e.g. a brochure in PDF format which I send to various prospects (companies) in CRM. I want to email these as attachments to emails which are pretty much form letters with a touch of custom verbiage thrown in. How do…

Good afternoon. I have been struggling for a few days trying to find a report/create a new one that displays the contract expiration date by SERVICE address, not company. Currently I have a report which will list Existing Contract Expiration, but the…