Sage CRM

Hi Everyone! I have a client in the construction industry using CRM 2019 R1's quote feature. Their quotes contain many line items (products) so they are very time intensive to create. However, the quotes generally contain the same line items. Therefore…

Anyone have any idea how I could use the ' Include In Quotes Total' field in a Sage 100 integrated version of Sage CRM, either by displaying the change summary button or perhaps another way?

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…

Sagacious ones, Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…

Hi Can I suggest that sage crm can be added a workflow on quotes and order with integration to sage 300 automatically on the next version ? Right now we need a workflow for quotes and order on sage crm and sage 300 integration so that workflow on…

Hi, I've been tasked by my manager to see if it is possible to pull information from a quote into an opportunity. At the moment within our test system, I managed to get an advanced search select to look at the quotes that were created from a opportunity…

Hi We're looking at using Sage CRM for our in-house sales and marketing setup and I'm doing some testing in v7.3 SP3, integrated with Sage200 v2016. However we would need to be able to generate quotes using different templates, as the teams that sell…

Hello, SageCRM 7.3 SP3, Sage 100c 2016 Adv. Some of the sales staff are reporting that occasionally, some more frequent than others, when they create a new quote/order, the company assigned is not the current company they are in, but rather the previous…

Hello, We have Sage CRM 7.3 SP3. When clicking the Send Order/Quote button, the system forces the merge to use the "Quick template". We have different sales teams, who use different merge templates, so we can't use quick templates. When you click Merge…

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

Hello everyone, I am creating a quote from Sage Etendue, sometimes he adds me lines to my quote and sometimes he posts me the error below without knowing the cause!!! Can you help me please.

Hi, I have one server where I have installed Sage 300 2016, Sage CRM 7.2 SP2.1 and Sage Web Screens. Now I cannot install the Sage Portal when I have installed Sage Web Screens. Sage CRM "New Order" and "New Quote" use the Sage 300 Portal (Sage 300…

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…

Hey guys, I have a customer who is wanting to use the Sage 300 ERP integration Quote/Order entry in CRM. While i was training them the other day I showed them how to create a Quote and then print it. They asked if there was a way to email the quote…

Hi! I'm working with Quotes in Sage CRM, and I need some customisation. We work with some third company products, and add some markup (%) to this products. The problem is that we can't create each product as a preloaded product in the product section…

Hello Using 7.1g and have been asked to create an ADV Search Select field that will provide a list of all quotes that are linked to an opoprtunity. The idea is that the user will be asked to select which of the multiple quotes on an opportunity is the…

Hello, I created a Quote linked to an opportunity and recognized that it was the wrong opportunity. Now I want to reassign the Quote to the other opportunity. How can I do that? Best regards, HM

We need to add a a lot more fields to the quote screen header. I don't want to make summary/header field extremely large. What I'm wanting to do is add another block/section that is visible once a drop down is selected as x - custom. I'm thinking that…