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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…

  • Accessing field values from another entity via an advanced search select

    Hi, I've been tasked by my manager to see if it is possible to pull information from a quote into an opportunity. At the moment within our test system, I managed to get an advanced search select to look at the quotes that were created from a opportunity…

  • OTF Opportunity for Sage100 Quote/Order

    Has anyone noticed that OTF Opportunities for Sage100 don't accurately mark the 'Created By' field in opportunity/quote/order. It just always says the admin did it. Anyone figure out a workaround to populate that field? Thanks, Anthony

  • Sage CRM with Sage Etendue

    Hello everyone, I am creating a quote from Sage Etendue, sometimes he adds me lines to my quote and sometimes he posts me the error below without knowing the cause!!! Can you help me please.

  • Assign Quote to a different opportunity

    Hello, I created a Quote linked to an opportunity and recognized that it was the wrong opportunity. Now I want to reassign the Quote to the other opportunity. How can I do that? Best regards, HM

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