Sagacious ones,
Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…
Has anyone noticed that OTF Opportunities for Sage100 don't accurately mark the 'Created By' field in opportunity/quote/order. It just always says the admin did it. Anyone figure out a workaround to populate that field?
Thanks, Anthony
Hi.
Wisdom needed, please.
I have an order form that, on promoting to Sage 100, creates an Opportunity. We would like to:
1. Add fields to the Order form that mirror Opp fields. (oppo_source, oppo_type, oppo_acginitialcommtype )
2. Upon promotion…
