• CRM Opportunity not available in Sage 100 Sales Order Entry

    When I create an Opportunity in CRM, sometimes I am able to pick that opporutnity in Sage 100 Sales Order Entry to tie the existing quote/order to the new opportunity in CRM. But, sometimes when I do a search for the Opporuntity that I want to associate…
  • INTEGRATE SAGE 300 V 2022 WITH CRM (Error Code: Unauthorized, Error Message: Sage 300 WebApi Authentication error from invalid credentials)

    I have one sage 300 company on which it's API are currently used for other services. Now am trying to integrate it with sage CRM but I got Unauthorized error as invalid credentials. but it's api are working as per this image
  • What's New in TimeLinx PSM ( Project and Service Management) for Sage Video

    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…
  • 300/CRM integration error

    Sage 2019 PU4 with CRM 2020 R1. Correct integration installed. Sage side of the integration is set up and Sage can communicate with CRM. In CRM, the CRM user has been given the same password as the CRM user in Sage. The user name and password are capitalised…
  • Changing the Customer Number in Sage CRM error with Sage Integration

    When trying to process an AR Customer number change, it changes in Sage but not in Sage CRM. The error received is: " E/W Sage CRM CustomerFile: ..., viewUpdate Failed. " I've found the following post, " https://community.sagecrm.com/user_community/f…
  • Placing a New Order Through Sage CRM 2018R3 to Sage300c 2019

    Good day to everyone. I'm hoping someone might be able to help. Let me 1st say I'm very new to Sage. This is my 1st time in having to work with it. We just performed an upgrade to Sage CRM to 2018 R3. Also, I've upgraded our Sage300c to 2019 and have…
  • Error when clicking on Add Order or Add Contract buttons for Sage 300 Integrated Screens

    Hi, I completed installing and configuring CRM integration on both Sage 300 ERP and CRM7.2f. I tested around the integrated 300 ERP tabs and screens without any issues except when I clicked New Contract button under P/M Inquiry tab (see screenshot below…
  • Multiple Companies

    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…
  • Sage CRM Online - classic plugin - Office 365 - Outlook 2013

    Hi All Has anyone successfully managed to get this to work or can anyone point me to resources that my help? machine one = 32bit windows 7 32bit office 365 Plugin Loads but then we are getting an error message when we click on any of the icons on the…
  • Customers on Hold in 7.2

    Looking for a little help with some coding as I am not a coder. I found past posts here for prior versions how to display a warning for customers that are on "Hold." var recAccpacCust = eWare.FindRecord("ARCUS", "IDCUST='" + Values('comp_idcust') +…