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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…
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…
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…
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…
