• Integration with Outlook and Mailchimp

    Hi everyone, I have two queries. 1. Other than using Accelerator or Outlook Lite- are they any other options out there that can integrate Outlook with Sage CRM?In the alternative, are there other email clients that can integrate smoothly with Sage CRM…
  • 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 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 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…
  • "An error has occurred in a CRM .net customisation", how to fix?

    I am having that error " An error has occurred in a CRM .net customisation. Please contact your vendor to resolve." when i try to synchronize my Sage CRM with Sage 300 ERP. I have tried all i know but i can't fix it. Anyone can help?
  • CRM Company field with default value not setting when created from Sage 100 Customer Maintenance

    We have added a selection field to the Company table. The choices are Yes or No. The default value is No. When we add a new company in CRM, the default works fine. When we add a new Customer in Sage 100 Customer Maintenance, & then check the "Relate…
  • 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…
  • RE: Sage CRM 7.3 Standalone version is live

    Please note that Sage CRM 7.3 will integrate with the following software: Sage ERP X3 versions 7 and 6 (target release is February 4, 2015) Sage 300 ERP 2014 (target release is March 31, 2015) Sage 100 ERP 2015 (target release is April 7, 2015…