Sage CRM 2019R2 with Sage 300 2020PU1

SOLVED

Hi all,

Just upgraded a customer from Sage CRM SP3.4 to Sage CRM 2019 R2 (went through to 2017 first and then to 2019R2) and integrated with Sage 300 2020 PU1

This customer is a lil' bit upset and wants to go back to 7.3 (!)

Issue 1

In 7.3 integrated with Sage 300 2017, they were able to convert a lead to an opportunity and create a OE quote and the address of the company would port over to the quote. CRM 2019 does not do that. Spoke with CRM tech for over 2 hours and finally they said it was by design.

Issue 2

In 7.3 with Sage 300 2017 integration they were able to copy and paste a blurb of item details in the comment/instructions field of the item line on a quote. Now the system wants them to enter the details line by line.

It was suggested to me to email the product manager to see if changes can be made.

Any one of you run into these issues? What would you recommend?

Thank you

Prabha

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  • 0

    I may not be much help as we don't work with Sage 300 2017, we integrate with Sage 300 CRE which does not integrate out of the box.  With that said, regardless of the integration, I will see if I can help answer your questions. I am not aware of significant changes between 7.3 and 2019 for quotes.

    For Issue #1, I am wondering if it could be related to screen setup.  In my system the address does come from the company when creating a quote.  There are two addresses on the screen, a billing address and a shipping address.  The box below each of the addresses lets you change these any company address.  I would check and see if these fields are on the screen.

    For Issue #2, I don't have 7.3 on my system to see what they might have been doing in 7.3.  However, it sounds like they might have been using the "Free Text Item" which would allow them to type what they wanted.  You can see the button highlighted below and then the box that comes up when clicked.

    Free Text Box

    Hope this helps!

  • 0 in reply to Michele Gaw

    Hi Michelle,

    I posted some screenshots below. There is no "free text box" in Sage CRM 2019 or the webscreens. Might be something that you customized.

    Thanks!

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