Sage CRM

Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.

Multiple Companies

Posted By peterr over 9 years ago

I have a customer that would like to have multiple companies in Sage CRM with Sage 300 ERP integration. I know that I can do it with a single instance of CRM however the customer wants have two separate logins just like they have in Sage 300 ERP, is this possible?

0 Toby.Prince over 9 years ago

Not sure why you would want to do it, but....

Set everything that gets imported from one integration to one territory, and everything from the other, to another. Create two users, and assign their territories accordingly. Then your user can log in as one user and see one set of data, and the other, the other set of data.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 peterr over 9 years ago

Thanks for the suggestion, however I looked into this option, however this requires that each user have 2 CRM license since CRM is based on Named users. I am looking to do this without adding additional user licenses just like in Sage 300 ERP.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Sage CRM

Multiple Companies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING