• Unexpected error has occurred when creating a new quote within Sage 300

    Problem details

    “Unexpected error has occurred” occurs when clicking on the New Quote button on the Sage 300 integrated web screen for a non-existing Sage 300 customer.

     

    Solution details

    Within Sage 300 > O/E Options, on the processing tab…

  • Chrome updates impacting Sage 300 sign in

    Problem Details:


    Sage CRM 2020 R2 is integrated with Sage 300 ERP 2021 (with PU2).

    Sage 300 2021 PU2 CRM Integration has been installed and synchronizes tables successfully. The issue is that the Sage 300 web screen login appears whenever you create…

  • Is it possible to integrate marketing automation tools such as Lead Forensics/ LinkedIN sales navigator etc into Sage CRM?

    We are trying to add in marketing automation into our CRM. Aside from mailchimp, does Lead Forensics, LinkedIn/ Sales Navigator integrate with Sage CRM? 

    Also has anybody managed to set up Sage CRM whereby it provides "LEAD SCORING" capabilities?…

  • error message

     when i trying to export aged report to excel iam facing this error message  'an un expected error occured while copying your report tomicrosoft excel please try again' how to resole it please help me

  • Rest API and Custom Entities

  • Setting territory

    I must be missing something. I've got a Sage 300 system integrated with CRM. I was sure that when you set up an integration, you can set the default territory for the data coming across rom 300. I've got about 5 companies that will be integrated and each…

  • Unable to promote a vendor

    Problem details

    When promoting a vendor the screen does not load and the vendor does not get promoted

    Solution

    The Bp used the incorrect integration, they needed to be on the integration for Sage 300 2020 and not the CRM version. 

    Sage 300 2020 PU4 also…

  • Setting up email notification for assigned user whenever a new lead is created.

    Hi everyone!

    I am relatively new to Sage CRM, and I am setting up a web to lead form for my client using Sage 300. The web to lead form is working as expected, and it is capturing the leads from the website.

    These are the URLs where I've embedded the…

  • Sage City Community: Sage 300 and Sage CRM Integration Compatibility Chart Sage updated CRM 2020 R2 & Sage 300 2021

    Summary

    • Sage 300 and Sage CRM Support Matrix for current versions.
    • This KB explains the supported versions and installation process.
    • Sage CRM is supported for two versions while Sage 300 supported for three versions. Customers are encouraged to upgrade…
  • Sage 300 and Sage CRM Integration Compatibility Chart Sage updated CRM 2020 R2 & Sage 300 2021

    Sage 300 and Sage CRM Integration Compatibility Chart

    Summary

    • Sage 300 and Sage CRM Support Matrix for current versions.
    • This KB explains the supported versions and installation process.
    • Sage CRM is supported for two versions while Sage 300 supported…
  • Facebook Integration with Sage CRM

    Hi all,

    I would to know if this integration is possible with Sage CRM using the flow below: 

    - customer enter detail in Facebook form. Then, Facebook send the details to Sage CRM as lead/opportunity/case through integration below.

    Just like the many other…

  • How to create IC Internal Usage entry from an external system?

    I'm building a business application to manage inventory requisitions. The application is a lightweight web interface used mainly by our internal employees to submit an inventory requisition. The requisitions will pass through a workflow of activities…

  • .Net Framework Version and References

    I am new to .Net. 

    I notice the Sage CRM SDK requires the .Net framework 2.0 as seen here: https://help.sagecrm.com/on_premise/en/2018R1/dev/Content/Developer/DN_InstallingTheDotNETSDK.htm

    When I try to include a reference to the Sage 300 ACCPAC.Advantage…

  • Sage 300 and Sage CRM Integration

    We often get queries on what versions of Sage CRM and Sage 300 integrate, would one have to upgrade both products should one be upgraded, etc

    The Compatibility Chart lists not only what versions integrate but also supplies the associated knowledge base…

  • Sage CRM 2020 R2: Sage CRM and best practice Audience management in Mailchimp

    Sage CRM has an integration with Mailchimp which I have written about in a series of articles beginning with "Mailchimp, An Introduction".

    I have seen some discussion within the forums about how the integration works and I thought it would be…

  • Creating effective email campaigns with Sage CRM and MailChimp

    MailChimp is a fantastic email marketing solution that's integrated with Sage CRM 2015 R1 and Sage CRM 7.3 and lets you create online campaigns, send emails, and track results.

    Before you start working with MailChimp, your System Administrator must…

  • Understanding SData & how the GCRM Contract is used in Sage accounting system Integrations

    SData is the short form of 'Sage Data'. This is the HTTP-based communication protocol used by many Sage product APIs and integrations.

    SData is used as the basis of the integration between Sage ERP 1000 (developed in the UK) and Sage Murano ERP…

  • Creating a new database connection to Sage X3 (Part 7)

    This is the seventh article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.

    Previously I have shown how a simple Search screen allowing data from the Sage X3 system to be retrieved…

  • Creating a new database connection to Sage X3 (Part 6)

    This is the sixth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.

    Fields that exist in the linked view in Sage X3 are mapped automatically to the Sage CRM Entry Types…

  • Creating a new database connection to Sage X3 (Part 5)

    This is the fifth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.

    Views that are intended to be used to list data from Sage X3 need to share a common key with the corresponding…

  • Creating a new database connection to Sage X3 (Part 4)

    This is the fourth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.

    I discussed in the previous article "Extending the Sage X3 Integration (Part 3)" how to define…

  • Creating a new database connection to Sage X3 (Part 3)

    This is the third article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.

    I discussed in the previous article "Extending the Sage X3 Integration (Part 2)" how Sage X3 tables…

  • Creating a new database connection to Sage X3 (Part 2)

    This is the second article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features.

    Sage CRM's screens are defined in Meta Data. The Meta Data is held in tables within Sage CRM and this…

  • Creating a new database connection to Sage X3 (Part 1)

    This is the first article in a series that will discuss creating a new database connection to the Sage X3 database using the standard Sage CRM features. The articles will take you through the steps so that you can understand how you can add new screens…

  • Using SData to expose Group-like Data to an External Application in Sage CRM

    A customer wanted to be able to access groups from an external system. I have written about the way in which groups are defined in Meta Data in the article "Reports, Saved Searches and Groups" and this may be useful as background reading.

    Groups…