Hi, can you take some screen shots and post them on here of the screens in crm you are referring to. 

Hi, can you take some screen shots and post them on here of the screens in crm you are referring to. 

Hello Daniel. See below.

Address issue.

- I have a lead where I have entered the address

- I convert that lead to an oppo and then generate a quote from that oppo:

Lead:

Here is the company the lead is matched to and I have the address in there:

Here is the opportunity linked to that company:

I do a quote:

Since this is a lead and not yet a customer in the ERP system, we are assigning a generic customer number: CRM99999999

If you click on the 3 bars next to "Customer Number", you can access the "Customer Bill to address"

But it is all blank

I understand why it would be blank if I was doing a quote directly in Sage 300 ERP but from Sage CRM since the system has the address from the company setup in CRM, it should default to that address. No?

Why would we make users have to re-enter the address again?

Comments/Instructions issue

Users were able to just copy paste a blurb before in the comments column of the line item on the quote/order. So say I want to copy some specs:

I have to 1. click on "add line" first:

When I copy and paste my blurb in, it only copies the first line

Now I have to click on "add line" again and add the second line only and so on and so forth.

Not very user friendly. User needs to be able to paste 250 chars in here in one go - not line by line - like a memo field?

Thank you

I think it may be worth investigating how addresses are brought across from Leads. 

For example

If the Lead is matched to an Company but the Lead Contact is 'new' then the address in the Lead is associated with the person and not the company.  

If the Lead is for a previously unknown Company (and Contact) when the new Company is created the Lead address becomes a company address.

It is not an issue in CRM. It is an integration to Sage 300 issue. CRM is saving the address for the company when the lead gets converted to an opportunity.

But if we do a quote then for that opportunity, it is not pulling the opportunity address in the bill to address.  Since the customer does not exist yet in Sage 300, there will be no address in the bill-to field which makes sense BUT since we are generating a quote from an oppo, the system should be smart enough to pull in the address for the compan from the CRM oppo.

It puts the company name fine (although that company has not yet been promoted to Sage 300) so why not the address?

Hi Prabha, 

Since it looks like you are using Sage 300 integrated with CRM, I am going to move this post to that Support Group so that other users of this software will see it and can offer you their thoughts and insight. 

Thanks,

Erzsi

Hi Prabha, the Quote and Order screen is actually coming from the Sage 300 OE Order Entry webscreen. Would that also be an issue for the Sage 300 webscreen customer even not using CRM Integration?