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…
I have an issue in CRM 7.2.a.1 and I'm wondering if anyone has any advice on it.
I have a Custom Entity that is linked to the person record.
In other words a Person "has" some of these entities.
What is happening, is that if I create a new person…
