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Has anyone done any integrations or been asked to do any integrations with Bill.com? I have had several inquiries as the Bill.com site has the Sage logo, but the integration they offer is for Intacct, not Sage 100 ERP. I have mapped it out to be able…

Can anyone confirm if a Sage 300 user has to be available to view Order Inquiries in Sage CRM? We are encountering an issue where the company does regularly reach their total number of users in Sage 300. It seems that when they do, if a CRM user goes…

Hello, Is there any method/setting, that can ‘Restrict’ certain Customers (with specific Group code) that are created within Sage 300 from getting into CRM as company record? I know that if we tick the suspend A/R integration to CRM checkbox from…

We have been using Sage 100 along with the Scanco and JobOps modules for quite some time. We recently purchased a module from another ISV which requires some integration work to be completed to ensure they operate together without conflicts. We’ve tried…

Hi Everyone! We are going to be using Concur Standard to handle our company credit card expenses. The Concur rep told me to contact Sage and ask for a sample input file so she can customize our upload file to Sage's specification. I contacted Sage…

We have added a selection field to the Company table. The choices are Yes or No. The default value is No. When we add a new company in CRM, the default works fine. When we add a new Customer in Sage 100 Customer Maintenance, & then check the "Relate…