• Integration with Outlook and Mailchimp

    Hi everyone, I have two queries. 1. Other than using Accelerator or Outlook Lite- are they any other options out there that can integrate Outlook with Sage CRM?In the alternative, are there other email clients that can integrate smoothly with Sage CRM…
  • Record does not exist in CU_OrderQuoteTracking_bus

    Hello All, I notice a client is getting this error all the time in their Sage 100 CRM Activity log. "Record 0001 does not exist in CU_OrderQuoteTracking_bus", anyone ever see this before? They seem to be having an issue with the orders/quotes in Sage…
  • Sage 300 ERP (2012) and Sage CRM (7.2) Integration - external access

    We have a Sage 300 2012 / Sage CRM 7.2 installation with integration between the two. All was working fine until we made the CRM accessible external to the network, and used a non standard port (not port 80). We have most of it back up and running with…
  • add button to main menu with menu

    Hi can i add button to main menu and sub button when click on it like shown in image i try to do this but System Act make it hard
  • Adding new button to Quotes page

  • "An error has occurred in a CRM .net customisation", how to fix?

    I am having that error " An error has occurred in a CRM .net customisation. Please contact your vendor to resolve." when i try to synchronize my Sage CRM with Sage 300 ERP. I have tried all i know but i can't fix it. Anyone can help?
  • CRM Company field with default value not setting when created from Sage 100 Customer Maintenance

    We have added a selection field to the Company table. The choices are Yes or No. The default value is No. When we add a new company in CRM, the default works fine. When we add a new Customer in Sage 100 Customer Maintenance, & then check the "Relate…
  • Custom button is missing once the CRM Integration with Sage 300 ERP 2014 is installed on CRM server

    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…