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  • Promote to Customer not updating Open quotes for new customer number

    Client is using Sage CRM 7.3 sp3 and Sage 300 2016. They have started entering Leads for their salespeople and then adding them as a Company but not promoting them to Sage 300 at this point. They are creating quotes for these companies which sets the…
  • Sage CRM 7.3 SP3 Integration with Sage 300 2016 PU1 - Invalid Signon Information

    Hi, We'd encountered quite a number of issues related to Integration after implemented at our client's server. Our technical team tested and found out that if the domain user being assigned to domain admin rights, he/she will have no issue accessing…
  • Payroll Link

    Can anyone point me in the right direction. Client is using Sage HRMS 2014 and 300 ERP 2014. I am setting up Payroll Link and everything is working fine except for the Accruals Tab. I can't see the Accpac Accrual Code/Description fields or the HRMS…
  • 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…