Sage CRM

Hi We have created a field on opportunity for licence number In my workflow step I want the licence number to populate the next number when I get to that stage. Please guide on how this can be achieved Thankyou

Was wondering if there was any way to view all of the quotes/opportunities that we have created that do NOT have an associated order attached to them. We want to follow up on all of our unfulfilled quotes in one batch without missing any due to human…

Hello, We have a custom field named "Type of Customer" on the Company Entity, however, we would like it so that it is not possible to create new opportunities for companies with a specific type of customer. I have used the existing validation in place…

Hi, Can anyone help me, i'm trying to remove the priority field from the status box when creating a new opportunity. I've managed to remove it from the opportunity summary screen however cant figure out out how to remove it from the new opportunity…

Hi, My customer wants the entries in tracking note in each stage- progress screen to be listed under the Notes tab for every opportunity. Can someone guide me on this please?

Hi all, We have Sage 300 2019 PU1 and Sage CRM 2018R3 If we create a quote where the customer does not exist in Sage 300 (Uses CRM99999 as default) then it prints like the shot below: (The allow non-existent customers option in OE set up is ticked…

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…

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…

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…

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…

I am trying to retrieve information associated to a random company to display in Opportunity screen. The workflow is as follows ========================= 1) When trying to create new opportunity 2) In the Opportunity Detail section of the screen…

Hi All, I was wondering if there was a way to pull the Lead_Source field onto the opportunity summary page? I would like to use this value to alert users of specific information. Thanks! Mike

Hi Community We found a problem with some users being a little bit lazy and not filling in a couple of company fields ie the sector and source. Is there anyway to get these fields to display in an opportunity for that company? I have tried creating…