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I would like to create a view that limits the list of opportunities to only those that the current user is working on OR opportunities that are closed (won, lost, dead). I copied vListOpportunities and added the oppo_status criteria, however I have not…

We are getting an error when trying to "Update Data from Sage CRM" in the Sage CRM Sales Lite App. One particular user logs into the application on his iPhone, clicks the Update button and gets the following error: Download Error Could not connect to…

Our company needs to report on forecasting by client rather than by sage crm user. Does anyone have ideas on how we could go about this as we have been told that we would need to look at customization, which comes at a cost? We have about 12 blue chip…

I created adashboard gadget that is a HTML page displaying Sage100 information. What i would like to do it have the HTML page redirect based on the current user that is logged into CRM. Is it possible for me to extract what the login is of the current…

Hi, I have built some new requesters which I would like to add onto the dashboard screen, but I cannot see how to add these to the dashboard. When i click 'add>requesters' i am only presented with the default options - my new requesters are not available…

Hi, I have a user whom I want to restrict to only be able to enter transactions for one of our companies on X3. I can see that this can be done by creating a new functional profile, and adding the company restriction under every function, but this…

Can someone help me on our to get this done. Client is currently using Sage 300 two companies on one database.He has been posted on it, now he wants to seperate it.Same users will be working on the new comapny,He wants seperate reporting, customer statement…

The rate and useful economic life of the asset is in 3 yrs and should be 36 months,the systems is in month.Please, Can someone help where should i go and make changes ?

Login to ESS. Click on the drop-down selector next to the ‘Welcome [user]’ and click on Manage Team. The Manage Team functionality is only visible to users who have been set up as a Report To Manager in the People system. A list of users that report…

Log in to WebSS as manager. Click on the drop-down selector next to the ‘Welcome [user]’ and click on Manage Team. Click on Manage Team functionality is only visible to users who have been set up as a Report To Manager in the People system. A list…

In Sage Line 50 Accounts, there is a menu tab under "View -> User List -> Requests" that should enable a user with administration rights to terminate a "Request" (i.e. Sage's name for an application process) by clicking on "Remove" which should terminate…

Is it possible to essentially 'logon' as a user role while still logged into the admin user and without taking up another license?

Hi guys, quick question about how to setup a requester filtering by the current user. I've created a simple requester and set the criteria to filter the table by GUSER. That works in the Request function but as soon I link that to a dashboard as menu…

We are wondering if there is a way to pull a report (or create a custom report) that would show who (which user) was logged in to Sage 100 at the time a specific Pick Sheet Printing session was performed? Any input would be greatly appreciated. Thanks…

Is there a way to get a report on user logon times? I have found the "List of web client sessions" for current users logged on but I would like to see all users history over time. We are on 8. Thanks, Mike Rohwer

I would like to review all of the activity for one of my Users either through audit trail or an activity log. Can someone help me figure out how to do this?

Bonjour, Je me demande quelle est la meilleur facon d'installer sage 50 en multi utilisateurs. Je vous explique, j'ai sage 50 quantum installer normalement sur l'ordinateur de l'administrateur(president) de la compagnie et j'aimerais l'insaller sur…

We have only a couple machines in our domain that are having this problem. Sessions from previous days are staying open and will sometimes put this incorrect date in orders when they are being entered. Users are confirming they are closing out of Sage…

Hello, I'm fairly new to Sage 300 ERP, so I may be missing out something simple. If users are not logged in as local admin, they are unable to launch objects such as Order Entry and Shipment Entry. Example error message below: *** Code Download…

I would like to create an invoice without shipping. The customer is on a Prepaid account status. Is this possible without untying the inventory system?

I am having issues with setting up users and their roles and rights. I created a new user yesterday and gave her the sales role, however she could not convert a quote to a Sales Order. So I figured okay, reverse engineer it and give her full rights…