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…
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…
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…
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…
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…
Some customers are experienceing an error ("Failure to update Sage CRM with customer [XXXX]") when creating or adding new customer and/or vendor records in Sage 300 ERP.
To prevent the issue from impacting additional customers, we have removed the download…
