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  • Sage CRM 2017/ Sage 300 ERP 2017 Integration Question: Item Inventory/ New Quote/ New Order Buttons not appearing on Company Summary Screen

    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…

  • Suggestion on Quotes and Order Workflow on next version of sage crm ?

    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…

  • Send Email - document template selection

    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…

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