• Non existent customers in CRM

    Hi all, We have Sage 300 2019 PU1 and Sage CRM 2018R3 If we create a quote where the customer does not exist in Sage 300 (Uses CRM99999 as default) then it prints like the shot below: (The allow non-existent customers option in OE set up is ticked…
  • Sage CRM 2018R3 Integration with Sage 300 2019 Unexpected Error: Sorry, unable to get the response cookie from the Sage 300 Login Proxy.

    Recently upgraded and integrated with Sage 300 2019. For the most part everything is working. There are 2 Sage 300 databases configured for integration. All of a sudden, when clicking into an integration area, like the Customer tab, I am getting the…
  • Sage CRM 2018R3 Integrated with Sage 300 2019

    I am having an issue with Sage CRM 2018 R3 and Sage 300 2019 integration. CRM and Sage 300 are on separate servers. CRM is setup to be accessed via HTTPS There is no HTTPS access to Sage 300 web screens on the Sage 300 server When CRM is accessed…
  • New company when no person records are required

    Background I think Sage CRM is largely popular for it's integration with Sage ERP, so we often get clients who require a CRM but don't do business in the traditional B2B model. In this case, I have a client who will be connecting Sage CRM 2018 R3 to…