Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
Hi
Recently, I received information from my BP stating that in order to delete a quote or order in Sage CRM, it is necessary to delete each line item individually until the line items grid is empty. This process struck me as quite unusual, as in my…
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 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…
We are currently working on overhauling a CRM system. We upgraded the system from 7.2 to CRM 2019. While working in the system, we noticed that there is no Quotes or Orders entity. However, we do see a Quotes Type entity.
How do we get Quotes and Orders…
Working With Existing Microsoft Word Templates
The majority of existing Microsoft Word mail merge templates that you work with will continue to work as normal - for example, those that merge Company and Person information. However, you will not be able…
In this article I want to discuss how the Mail Merge process works in detail. This includes what happens within Sage CRM and how the document is created.
Mail Merge for Sage CRM takes place server side.
I have discussed previously in the article …
Imagine you need to retrieve information from CRM via the webservices interface; this query should combine data from multiple tables. In the COM API (ASP pages, self service, table level scripts etc) you could use the QueryObject to build the exact SQL…
Does anyone know if its possible to use the built-in quote function that CRM has when you are also integrated to an ERP?
I have a client that wants to be able to input 'Sample Requests' for products, they really aren't orders or quotes, so they don…
Hi All, using Sage 100 Integrated with Sage CRM
I have read through a bunch of posts and I see some of you might have similar questions already but I wasnt quite getting the answer I needed so I want to post here and explain:
In our Company, an…
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…
I can't pin down any particular problem here other than I have 2 situations that, in my opinion, I should not be in.
The first is that I have orders in my system that have reference numbers in the form "QT-1234/1". Obviously this is the quote reference…
Hi,
I have a new customer that is using opportunities but they have enquiries and bookings to replace quotes and orders. When I create a new quote (enquiry) all the details of it are captured on the quote summary screen. How can I stop the new line…
Hello again!
I have been experiencing an issue in SageCRM Cloud as of late. We run a weekly report that gathers quote and order data, activity data and Lead data for the previous week and last 30 days. I received 2 complaints from the sales team today…
