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Running a successful construction company requires understanding the importance of relationships and how those interactions drive new business. In fact, for most contractors, the largest source of revenue comes from repeat business and referrals. With…
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…
We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…
Hi , is it possible to have Add file button / feature on one of newly created custom entity ( say testEntity) screen . I am looking to add document against testEntity on testEntity Summary Screen. Hope this makes sense. Let me know if you need more information…
Have 7.3 CRM with Sage 100 2015. Want to be able to access CRM from tablet/iphone and create opportunities, quotes and orders for Sage 100 customers. When accessing CRM through web hyperlink, cannot access Inquiries tab on CRM.
When trying to create…
Running CRM 7.2d on a separate server from ERP 2014 5.10.4. The CRM Integration Engine service is running on the ERP server.
When patch CRM 7.2g is installed on the CRM server, it reinstalls the Integration Engine as well, but on the CRM server... won…
"Phantom" duplicates in system
Thread created by Debbie
Has anyone heard of duplicates being generated in CRM based upon the following (or similar) scenario.
Sage CRM 7.1 is integrated with Sage 100 Advanced ERP 2013.
When we run a find, we get…
We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…
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…
Hello,
We are in the process of deploying a custom solution that integrates ERP functionality into our Sage CRM. The last hurdle involves enabling users to access the system in a way that makes sense.
We have our CRM (7.2) and ERP (2012) databases…
