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  • 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…
  • Sage CRM and Sage Cloud Connector

    I am trying to get some information on Sage CRM and how it will interact with the Cloud Connector for ERP, but I have not found any information on the KB or on the forumn. Is this information not available yet or am looking in the wrong place? What…
  • Phantom duplicates

    "Phantom" duplicates in system Thread created by Debbie Has anyone heard of duplicates being generated in CRM based upon the following (or similar) scenario. Sage CRM 7.1 is integrated with Sage 100 Advanced ERP 2013. When we run a find, we get…
  • Enter Quote, and Get Logged Off CRM (MAS integration)

    Hi, Our setup: MAS server - Sage ERP MAS 200 (Version 4.50.4.0) CRM Server - Version 7.1.d.4 S Both systems are domain joined. When users try to create a quote via right click New --> quote, they are immediately logged out of CRM. A popup…
  • Adding new button to Quotes page

  • Sage CRM

    Hi everyone, I new here. Sage CRM is good to change in career profile. i'm having 3 years of exp in ASP.NET (C#). please help me with this With Regards Prakash
  • String to number - Array

    Hi all, I am trying to build a SPE to capture a number (Field is a text), split the digits, multiply each one, sum all and validate the result. I have some questions: 1 - Now, I am working with STRING and I need convert this String to a Integer, so I…
  • How to change a Tab Title?

    Good day people, have been trying to change the tab title for a windows and have been having a bit of a challenge. Have used the standard Windows Management to make the name change on the tab but when I preview, one of the names doesn't change while others…
  • 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…
  • Who to add some additional functionality in Sage.

    I want to connect g suit with sage.
  • Custom button is missing once the CRM Integration with Sage 300 ERP 2014 is installed on CRM server

    I created a new button through Administration > Advanced Customization > Button Group for Company Summary screen with the System Act of "newemail". It was working until I installed the Sage CRM Integration for Sage 300 ERP 2014. Once it was installed…
  • Sage ERP X3 5 Patch 27 has been posted (KB 56621)

    Happy Friday! Sage ERP X3 5 Patch 27 has been posted (KB 56621). This patch includes NASVPK027-V5.dat which are the updates to North American add-ons. To access this download, log into https://support.na.sage.com/ and in the search field type 56621…
  • Unbalanced journal in ledger currency ..!!

    Hi All, We are facing one critical issue "Unbalanced journal in ledger currency" in journal entry. for balancing the journals we ran the journal re synchronization and balance re synchronization but the difference is still appear in journals. …
  • Missing 'MAINTAIN RELATIONSHIP' and 'CUSTOMER MAINTENANCE' button after Company Screen Customizations

    We have Mas 90/200 integration running with our CRM 7.1 everything is working great however, we recently made some front end customizations to the company summary screen (ie. hide fields, change field names) very basic customizations nothing heavy. Now…
  • How to create Trail Balance in SAGE erp X3.

    Hi All, i want to run the trail balance for my company. can you help me how to create the trail balance... am fallowing this path: Trial Balance (Reports > Reports/Group > Financials > Legal Reports) .....is it correct or we need to set-up the…
  • Sage CRM 7.2B Patch for integration with Sage 300 ERP 2012

    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…
  • CRM + Integrated ERP: Web-based or Citrix

    Hello, We are in the process of deploying a custom solution that integrates ERP functionality into our Sage CRM. The last hurdle involves enabling users to access the system in a way that makes sense. We have our CRM (7.2) and ERP (2012) databases…