Sage CRM

Interested in “What is New in TimeLinx PSM ( Project and Service Management) for Sage” but were unable to attend the live broadcast? No problem, we have you covered. Click the link below and get an update on current industry trends, news about the company…

Hi all, We have an issue where if you log into the Sage 300 web screens and the date is in the correct format (dd/mm/yyyy) due to the fix in the A4W.ini file (adding en-GB in Locale) When we log into Sage 300 screens through CRM - the date is still…

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 What i'm trying to do is get the OE_OrderUI.asp page to popout from a customer record within CRM by creating a button for it in advanced customisation. Here are the results i get on the server https://youtu.be/7yte_noAZe0 Here are the results…

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…

Does anyone know if its possible to use the built-in quote function that CRM has when you are also integrated to an ERP? I have a client that wants to be able to input 'Sample Requests' for products, they really aren't orders or quotes, so they don…

Hi, I tried to activate the synchronization of my company with Sage 100, directly after the creation of the integration. Everything OK, but during the research don't take any output Here is attached my log files (Please visit the site to view this…

Hi , I am getting Web-service exception as "Query failed to run successfully'" on excuting queryresult as below: webService.queryrecord("", "comp_companyId>0 and comp_updateddate >= ’08-05-2016 00:00:00‘", "Company", "comp_companyid") While…

Hi , is it possible to have Add file button / feature on one of newly created custom entity ( say testEntity) screen . I am looking to add document against testEntity on testEntity Summary Screen. Hope this makes sense. Let me know if you need more information…

Has anyone else had an issue with Phone and Emails not synchronizing properly between CRM and their ERP (specifically Sage100). I had a customer complain the data was not staying up to date, tried it on their system and they appear to be correct. I tried…

Hello I'm kind of new user of Sage CRM and i want to know is it possible to make a CRM integration with Sage 100 hosted on a remote server? Best regards

I have an sData view I created that combines Company info with the AR_Customer table in Sage100 VIA a linked server. The idea is that a salesperson will have a list of customers to call, and when the highlight a record on the list they can see up to date…

Hi, I would like to integrate an existing filed in CRM company table with optional field of Sage 300 ERP company table.How to do? Thanks

Hello, Is there any resource that will tell me what fields sync to ERP from CRM once a company is promoted? Thanks, Paul

Have 7.3 CRM with Sage 100 2015. Want to be able to access CRM from tablet/iphone and create opportunities, quotes and orders for Sage 100 customers. When accessing CRM through web hyperlink, cannot access Inquiries tab on CRM. When trying to create…

Running CRM 7.2d on a separate server from ERP 2014 5.10.4. The CRM Integration Engine service is running on the ERP server. When patch CRM 7.2g is installed on the CRM server, it reinstalls the Integration Engine as well, but on the CRM server... won…

I am trying to get some information on Sage CRM and how it will interact with the Cloud Connector for ERP, but I have not found any information on the KB or on the forumn. Is this information not available yet or am looking in the wrong place? What…

"Phantom" duplicates in system Thread created by Debbie Has anyone heard of duplicates being generated in CRM based upon the following (or similar) scenario. Sage CRM 7.1 is integrated with Sage 100 Advanced ERP 2013. When we run a find, we get…

Hi, Our setup: MAS server - Sage ERP MAS 200 (Version 4.50.4.0) CRM Server - Version 7.1.d.4 S Both systems are domain joined. When users try to create a quote via right click New --> quote, they are immediately logged out of CRM. A popup…

Hi everyone, I new here. Sage CRM is good to change in career profile. i'm having 3 years of exp in ASP.NET (C#). please help me with this With Regards Prakash

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…

I want to connect g suit with sage.

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…