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  • Wrong Company Name coming over to CRM Opportunity

    When I am in Sage 100 Sales Order entry I am clicking the 'Assign' buttom for the Sage CRM Opportunity to sync the quote over to CRM. When I went to the CRM Opportunites main screen, the wrong company name is associated with the quote. How is this happening…

  • Need to bring field from leads screen to opportunity screen

    Greetings, We have a field that is "product interest" on our leads screen where a salesperson can choose which of our products the lead is interested in. Sales would like to see this same value show up on the opportunity screens. What would be the best…

  • Ways to secure sage CRM

    We have sage CRM 7.1h. We are making it available to our sales staff from outside. I looking for ways to secure it. Our concerns are authentication and encryption. For authentication, we will be using either the sage generated logins or Active Directory…

  • turn opportunity into quote Sage 100/CRM

    For CRM 7.1 SP1, I have linked with my Sage 100 4.50 install and trying to do some testing. I created an opportunity and would like to turn it into a quote but getting the message: "Quotes and orders cannot be created for SageCRM global opportunities…

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