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  • Setting territory

    I must be missing something. I've got a Sage 300 system integrated with CRM. I was sure that when you set up an integration, you can set the default territory for the data coming across rom 300. I've got about 5 companies that will be integrated and each…

  • Unable to promote a vendor

    Problem details When promoting a vendor the screen does not load and the vendor does not get promoted Solution The Bp used the incorrect integration, they needed to be on the integration for Sage 300 2020 and not the CRM version. Sage 300 2020…

  • Sage 300 and Sage CRM Integration Compatibility Chart Sage updated CRM 2020 R2 & Sage 300 2021

    Sage 300 and Sage CRM Integration Compatibility Chart Summary Sage 300 and Sage CRM Support Matrix for current versions. This KB explains the supported versions and installation process. Sage CRM is supported for two versions while Sage 300…

  • Issue with Sage 300 2020.1 integration with Sage CRM 2019 R2

    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…

  • Is it possible to Restrict certain Customers created within Sage 300 with specific group code from getting inserted or synced to CRM?

    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…

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