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  • Sage CRM 2017/ Sage 300 ERP 2017 Integration Question: Item Inventory/ New Quote/ New Order Buttons not appearing on Company Summary Screen

    Sagacious ones, Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…

  • #Oppo_OpportunityID# is shown with Opportunity Description texts but not Opportunity ID value in the email

    Hi, I created an email template, and used it for opportunity workflow. The email was sent out properly, however, the #Oppo_OpportunityID# field included in the email template shows Opportunity Description texts instead of Opportunity ID value in email…

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