• 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…
  • Connecting to an External ODBC database e.g. Sage 100

    I needed to establish a connection to the Sage 100 database to allow me to check details about a customer record within the integrated system. A direct connection to an ODBC database is a very useful way to allow realtime queries to be run against the…
  • Sage 300 2019 PU1 Integration to Sage CRM 2018 R3 not honouring web screen dates

    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…
  • CRM-Sage 100 Integration: move Promote to Order Button?

    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…
  • Credential Errors

    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…
  • Integration with Sage 100

    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…
  • CRM Integration with SAGE100 ERP

    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
  • Sage 300 and CRM integration

    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
  • Sage CRM and ERP 300 Integrated - Synced fields

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

    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…
  • Adding new button to Quotes page

  • "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 + Integrated ERP: Web-based or Citrix

    Hello, We are in the process of deploying a custom solution that integrates ERP functionality into our Sage CRM. The last hurdle involves enabling users to access the system in a way that makes sense. We have our CRM (7.2) and ERP (2012) databases…
  • 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…
  • Missing 'MAINTAIN RELATIONSHIP' and 'CUSTOMER MAINTENANCE' button after Company Screen Customizations

    We have Mas 90/200 integration running with our CRM 7.1 everything is working great however, we recently made some front end customizations to the company summary screen (ie. hide fields, change field names) very basic customizations nothing heavy. Now…