Browse By Tags

  • Integración con Shopify

    Hola. Estamos considerando migrar de Holded a Sage 50. Usamos Shopify y nos han dicho que necesitamos que un desarrollador haga una integración custom. Alguien ha tenido alguna experiencia similar? Algún desarrollador para recomendar? Gracias!
  • Save the Date : le Club Clients X3 aura lieu le 2 février 2023 !

    Attention !!! Il ne reste plus que quelques jours pour demander votre invitation au club client X3 le 2 février ! A vos agendas, le Club Clients X3 revient le Jeudi 2 Février 2023. Voici d'ores et déjà l'agenda de cette journée : Demandez votre…
  • Desaparece la pantalla de credenciales al acceder por conector

    Buenos días!!!! La actualización de MS Windows KB5018410 para Windows 10 y Windows 11 impide que determinados procesos, como la conexión con tu conector Sage Online Services funcione correctamente. Si utilizas el conector y estás afectado , necesitaras…
  • Desaparece la pantalla de credenciales al acceder por conector

    Buenos días!!!! La actualización de MS Windows KB5018410 para Windows 10 y Windows 11 impide que determinados procesos, como la conexión con tu conector Sage Online Services funcione correctamente. Si utilizas el conector y estás afectado , necesitaras…
  • Shipping software that integrates with Sage 50...

    We've been getting calls from frustrated Sage 50 users that need a replacement for ShipGear which we've been told by these companies, will no longer be supported in the near future. Freight+ is a shipping software for businesses that ships multiple…
  • What's New in TimeLinx PSM ( Project and Service Management) for Sage Video

    Interested in “What is New in TimeLinx PSM ( Project and Service Management) for Sage” but were unable to attend the live broadcast? No problem, we have you covered. Click the link below and get an update on current industry trends, news about the company…
  • The Journal Table

    I was tempted to start a new series of articles called " Mysterious Tables of Sage CRM " but since this is supposed to be a sensible library of "Hints, Tips and Tricks" I have resisted. Nevertheless, there are a few tables in the Sage CRM database that…
  • Using customer relationship data to attract new business

    Running a successful construction company requires understanding the importance of relationships and how those interactions drive new business. In fact, for most contractors, the largest source of revenue comes from repeat business and referrals. With…
  • Connecting to an External ODBC database e.g. Sage 100

    I needed to establish a connection to the Sage 100 database to allow me to check details about a customer record within the integrated system. A direct connection to an ODBC database is a very useful way to allow realtime queries to be run against the…
  • Sage 300 2019 PU1 Integration to Sage CRM 2018 R3 not honouring web screen dates

    Hi all, We have an issue where if you log into the Sage 300 web screens and the date is in the correct format (dd/mm/yyyy) due to the fix in the A4W.ini file (adding en-GB in Locale) When we log into Sage 300 screens through CRM - the date is still…
  • CRM-Sage 100 Integration: move Promote to Order Button?

    I seem to have click-happy employees who accidentally click 'Promote to Order" rather than "View/Edit. This has happened several times, which instantly results in the quote changing to an order with no opportunity to recant the click. I would most prefer…
  • Sage CRM 2017/ Sage 300 ERP 2017 Integration Question: Item Inventory/ New Quote/ New Order Buttons not appearing on Company Summary Screen

    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…
  • Credential Errors

    Hi What i'm trying to do is get the OE_OrderUI.asp page to popout from a customer record within CRM by creating a button for it in advanced customisation. Here are the results i get on the server https://youtu.be/7yte_noAZe0 Here are the results…
  • Multiple Sage 300 ERP databases - one “Enterprise” sales manager

    We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…
  • Use Built-in Quote Function

    Does anyone know if its possible to use the built-in quote function that CRM has when you are also integrated to an ERP? I have a client that wants to be able to input 'Sample Requests' for products, they really aren't orders or quotes, so they don…
  • Integration with Sage 100

    Hi, I tried to activate the synchronization of my company with Sage 100, directly after the creation of the integration. Everything OK, but during the research don't take any output Here is attached my log files (Please visit the site to view this…
  • Exception Caught In DispatchAPI. Message - Query failed to run successfully

    Hi , I am getting Web-service exception as "Query failed to run successfully'" on excuting queryresult as below: webService.queryrecord("", "comp_companyId>0 and comp_updateddate >= ’08-05-2016 00:00:00‘", "Company", "comp_companyid") While…
  • Having Add file button / feature ( same as its on Shared Document tab ) on Custom Entity

    Hi , is it possible to have Add file button / feature on one of newly created custom entity ( say testEntity) screen . I am looking to add document against testEntity on testEntity Summary Screen. Hope this makes sense. Let me know if you need more information…
  • Phone and Email Not Synchronizing between CRM and ERP

    Has anyone else had an issue with Phone and Emails not synchronizing properly between CRM and their ERP (specifically Sage100). I had a customer complain the data was not staying up to date, tried it on their system and they appear to be correct. I tried…
  • CRM Integration with SAGE100 ERP

    Hello I'm kind of new user of Sage CRM and i want to know is it possible to make a CRM integration with Sage 100 hosted on a remote server? Best regards
  • sdata record summary widget

    I have an sData view I created that combines Company info with the AR_Customer table in Sage100 VIA a linked server. The idea is that a salesperson will have a list of customers to call, and when the highlight a record on the list they can see up to date…
  • Sage 300 and CRM integration

    Hi, I would like to integrate an existing filed in CRM company table with optional field of Sage 300 ERP company table.How to do? Thanks
  • Sage CRM and ERP 300 Integrated - Synced fields

    Hello, Is there any resource that will tell me what fields sync to ERP from CRM once a company is promoted? Thanks, Paul
  • Need help re:Sage 100 Sage CRM integration

    Have 7.3 CRM with Sage 100 2015. Want to be able to access CRM from tablet/iphone and create opportunities, quotes and orders for Sage 100 customers. When accessing CRM through web hyperlink, cannot access Inquiries tab on CRM. When trying to create…
  • Reinstall of Integration Engine required?

    Running CRM 7.2d on a separate server from ERP 2014 5.10.4. The CRM Integration Engine service is running on the ERP server. When patch CRM 7.2g is installed on the CRM server, it reinstalls the Integration Engine as well, but on the CRM server... won…