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 (!)
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.
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?
Just wanted to let y'all know that Sage has provided a hotfix for issue #2. There will be a product update in April. Comments/Instructions entry looks like this now:
What about the item finder issue?
Not a peep. They just fixed this copy/paste function.
Oh I am not sure if the item finder issue will be fixed but I got this from Sage:
Product updates will be out for both 2019 and 2020 on Monday April 20th. As well as new integration for 2019 Product Update 5 and 2020 Product Update 2.
KB88873 For CRM integration compatibility matrix.
KB23515 for Download Portal.
There is also a hot fix out for copy and paste for 2019, and only for 2019 not available for 2020. Fixes for 2020 are in Product update 2 and CRM integration Product update 2.
Item finder issue also fixed in 2020 PU2