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  • User unable to promote company to Sage 300 Customer/Vendor

    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: …
  • SAGE X3 - Outlook Plugin (Can't connect)

    Hi, Normally I'm able to configure the Sage X3 Outlook without any problems, but in one specific client I'm getting an error while testing the connection. After I insert all the configuration, I'm getting the error "Connection forcibly closed by…
  • CRM & Sage 300 integration stops working for no reason (reboot to get it to work again)

    cCRM V7.3 / S300 V2014 / SQL 2008 R2 / Win 2008 R2 A couple of times a month the integration between CRM & Sage 300 stops working. We get the message (session could not be opened) with number (2147221230) I have checked the services and IIS and…
  • Integration between Sage and excel that works both ways

    We have created an app that pulls order information from Order Entry and populates a spreadsheet. We have optional fields that have been added to order entry that indicates one of our Buyers. The Manager opens the spreadsheet and assigns a buyer to each…
  • CRM Company field with default value not setting when created from Sage 100 Customer Maintenance

    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…
  • Custom button is missing once the CRM Integration with Sage 300 ERP 2014 is installed on CRM server

    I created a new button through Administration > Advanced Customization > Button Group for Company Summary screen with the System Act of "newemail". It was working until I installed the Sage CRM Integration for Sage 300 ERP 2014. Once it was installed…
  • CRM and Sage 100 Premium

    We currently use Sage 100 (MAS200) and Salesforce. We are considering switching to Sage 100 Premium and Sage CRM. My most basic question is this. In purchasing CRM (in Place) are we required to purchase middleware such as GUMU by GreyTrix. I don't see…