• 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 I…

  • cumulative field value display in summary page

    Hi,

    How can I add two field value from quotation table and display in opportunity summary screen any help?

    Thanks

    Raj

  • Conditional rule to achieve transition

    I am working on a workflow for our opportunity management and would like to create a rule which moves the opportunity to the next stage but also notifies a user via e mail if a field is over the value of 100000. I have tried a conditional rule with a…

  • 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.

  • SData - custom sql view with Group By

    Hello,

    We have a custom SQL view for opportunities. The view works fine when ran in SQL or when used to create a Report in CRM (7.3), but if I try to access it via Sdata:

    myserver/.../vforecastmatrixapi

    It throws an error. The sql view has a few "group…

  • Opportunity updates

    I have a system that is just implementing opportunties. All the settings seem to be set correctly. When we create an opportunity and start the workflow, they can't make changes to any of the fields in the progress box. They have rights to make edits…