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Hi all, I am able to promote company as admin. However, my user unable to promote company to Sage 300 Customer/Vendor, stating that the Customer code already exists in Sage 300 Company, but the customer code does not exist yet. My user setting: …

Hi - wondering if anyone has tried this. That aside, just came to know that Sage stopped development on the CRM app 3 years back. Wondering if there are any other options out there. On a separate note- has anyone used the mobile CRM extensively? …

We are using Microsoft Edge to access Sage CRM 2022 PU2 and Sage 300 2023 PU1. When trying to access Customer, AR Inquiry or OE Inquiry on a Customer, we receive the following error: Unable to get past this security no matter what credentials we use…

HI, I am receiving Invalid Signon Information error when trying to sync to Sage CRM 2022 R2 to 300 V2023 PU1. I just install Sage 300 V2023 PU1 on new serve and upgraded their CRM from 2018 R1 to 2020 R2 then to 2022 R2. In Sage CRM when I try to synchronize…

When I create an Opportunity in CRM, sometimes I am able to pick that opporutnity in Sage 100 Sales Order Entry to tie the existing quote/order to the new opportunity in CRM. But, sometimes when I do a search for the Opporuntity that I want to associate…

I have one sage 300 company on which it's API are currently used for other services. Now am trying to integrate it with sage CRM but I got Unauthorized error as invalid credentials. but it's api are working as per this image

Interested in “What is New in TimeLinx PSM ( Project and Service Management) for Sage” but were unable to attend the live broadcast? No problem, we have you covered. Click the link below and get an update on current industry trends, news about the company…

Sage 2019 PU4 with CRM 2020 R1. Correct integration installed. Sage side of the integration is set up and Sage can communicate with CRM. In CRM, the CRM user has been given the same password as the CRM user in Sage. The user name and password are capitalised…

When trying to process an AR Customer number change, it changes in Sage but not in Sage CRM. The error received is: " E/W Sage CRM CustomerFile: ..., viewUpdate Failed. " I've found the following post, " https://community.sagecrm.com/user_community/f…

Good day to everyone. I'm hoping someone might be able to help. Let me 1st say I'm very new to Sage. This is my 1st time in having to work with it. We just performed an upgrade to Sage CRM to 2018 R3. Also, I've upgraded our Sage300c to 2019 and have…

Hi, I completed installing and configuring CRM integration on both Sage 300 ERP and CRM7.2f. I tested around the integrated 300 ERP tabs and screens without any issues except when I clicked New Contract button under P/M Inquiry tab (see screenshot below…

I have a customer that would like to have multiple companies in Sage CRM with Sage 300 ERP integration. I know that I can do it with a single instance of CRM however the customer wants have two separate logins just like they have in Sage 300 ERP, is this…

Hi All Has anyone successfully managed to get this to work or can anyone point me to resources that my help? machine one = 32bit windows 7 32bit office 365 Plugin Loads but then we are getting an error message when we click on any of the icons on the…

Looking for a little help with some coding as I am not a coder. I found past posts here for prior versions how to display a warning for customers that are on "Hold." var recAccpacCust = eWare.FindRecord("ARCUS", "IDCUST='" + Values('comp_idcust') +…

We use the Sage CRM cloud (hosted) at Sage and received a notice that the product is at end of life. Does anyone else use the Cloud version or know of another cloud solution we could move to?

The SCRM - Sage CRM - What's New in 2018 R2 anytime learning course is now available in Sage University. Learn about the new features and improvements that have been added, including features to help with GDPR compliance. Use the link below to directly…

Our environment is Sage CRM 7.3 sp3.5, using Windows Server 2012 R2, sql server 2016 and IIS 8. CRM integrates with Sage 300 ERP 2017. We get intermittent errors when clicking the Quotes tab from within an opportunity. The error is: “Errors When Opening…

Hi, I am sorry for cross posting from Sage CRM Community because I was referred to come here to discuss the issue I am facing. I completed installing and configuring CRM integration on both Sage 300 ERP and CRM7.2f I tested around the integrated 300…

When I create an appointment (or task) the time in the schedule box defaults to the system time like below: But when I select the clock icon to scroll and select another time it always starts at 12:00am instead of close the system time like below…

A client is running Sage 300 2012 with CRM integration. The site had been stable until December 16th and now throughout the day, when using CRM and doing the drill down into All Orders from the O/E Inquiry and clicking the Drill Down to show the custom…