x Want to participate? Join the group to interact

  • Programmatically Trigger Sync from Sage CRM to Sage 300

    We have a custom Sage CRM .NET DLL component that takes data from an external system and updates existing address records in Sage CRM. This was built with the Sage CRM SDK. This Sage CRM installation is also configured with an integration with Sage 300…

  • Multiple Sage 300 ERP databases - one “Enterprise” sales manager

    We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…

  • Ability to "Clone" quote in Sage CRM 7.3 not displayed, why?

    Hello all, We're using Sage CRM 7.3 hosted onsite. It's integrated with Sage 300 2016. Looking at the Sage CRM 7.3 user guide, on section 12-7, it says "To create a new quote based on the existing quote information, click Clone." We can't find this…

  • Custom button is missing once the CRM Integration with Sage 300 ERP 2014 is installed on CRM server

    I created a new button through Administration > Advanced Customization > Button Group for Company Summary screen with the System Act of "newemail". It was working until I installed the Sage CRM Integration for Sage 300 ERP 2014. Once it was installed…

*Community Hub is the new name for Sage City