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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…
  • Sage CRM with Sage Etendue

    Hello everyone, I am creating a quote from Sage Etendue, sometimes he adds me lines to my quote and sometimes he posts me the error below without knowing the cause!!! Can you help me please.
  • Mail Merge a Quote

    I am messing around with sending a quote through a mail merge and am a little confused. Does the quote not automatically send as a email? It seems like its a pain to merge the document as a communication then create a new email/communication then attach…