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  • 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…
  • Importing customer payment for existing invoice

    We have an existing payment engine that processes credit card and checking. I have created the ability to lookup invoices with a balance, "grab" all the details and offer customer payment through other means. Now I need to bring the payment information…