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  • Duplicated lines in Lead communication

    Hi all, I have a workflow where I send emails on action. Looking into the communication list, the email log seems to be duplicated. Looking into the table Communication, the row content are the same but the Comm_CommunicationId is different. Is this…

  • Allow all user to view lead when it had specific state/status

    Hi All, problem background: Salesperson B create a lead. At this point, the lead can only be seen by Salesperson B, and send to manager for approval. After review the lead, the manager then decided that this Lead is not ready to be process due to…

  • Does anyone use Sage 300 CRE to track leads?

    We would like to track leads coming in within Sage rather than offline in Excel as well as being able to track and report on disposition, conversion, etc. Thanks for any help in advance.

  • Networking Request - Service Company Using 100 C (US)

    Greetings All: Our company is in the process of implementing Sage 100 C. We are an industrial service company based in the Southeastern US (GA). We have a very motivated implementation team, and have recently brought an excellent Sage consultant on…

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