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  • 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…

  • Suggestion on Quotes and Order Workflow on next version of sage crm ?

    Hi Can I suggest that sage crm can be added a workflow on quotes and order with integration to sage 300 automatically on the next version ? Right now we need a workflow for quotes and order on sage crm and sage 300 integration so that workflow on…

  • New quote/order has wrong company

    Hello, SageCRM 7.3 SP3, Sage 100c 2016 Adv. Some of the sales staff are reporting that occasionally, some more frequent than others, when they create a new quote/order, the company assigned is not the current company they are in, but rather the previous…

  • OTF Opportunity for Sage100 Quote/Order

    Has anyone noticed that OTF Opportunities for Sage100 don't accurately mark the 'Created By' field in opportunity/quote/order. It just always says the admin did it. Anyone figure out a workaround to populate that field? Thanks, Anthony

  • Email quote from CRM

    Hey guys, I have a customer who is wanting to use the Sage 300 ERP integration Quote/Order entry in CRM. While i was training them the other day I showed them how to create a Quote and then print it. They asked if there was a way to email the quote…

  • Copy old invoices to create a new quotes or sales orders

    We often have quotes that become orders and then have to requote on qty changes, before re converting back to orders and eventually invoices. Also we have to re build a quote with 50-100 line items that had not been stored as a recurring quote, as originally…

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