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  • #value on retained earnings

    I am experiencing a #Value error on the Trail Balance & Balance Sheet when running the financial reports. Any help on how to resolve this? I followed the instructions on the Knowledge base article on importing the financial report designer 1-9(SI) but…

  • objetivo para vendas por client, familia e ou produto

    Boa tarde, Será possível estabelecer um objetivo para vendas por cliente, familia ou produto, por mês ou por outro período.

  • #VALUE error BIC reporting after upgrade to Microsoft Excel 2019

    My reports from Intelligence Reporting (Sage Evolution) are returning #VALUE errors after my Excel was upgraded from 2016 to 2019. These are all the add-ins that I currently have. Am I missing anything? Or has anyone else come across this error…

  • Get more from your Sage subscription...

    Are you getting the most from your Sage subscription, which packs lots more value than simply smashing your admin. From our top 50cloud features, free training and support to Government advice, we've got you covered. What else could you be bossing? Find…

  • #VALUE! error in excel when running Alchemex report

    Hi guys , please can you assist me or point me in the right direction , our desktop IT techs are struggling with this error after installation of SAGE ERP X3 6.5 After the excel report runs , some rows have correct figures, some has this #VALUE! error…

  • Sage 300 Intelligence Excel #value

    When running a Sage 300 Intelligence report, the excel values are displaying #Value. Common causes for this could be the Report Designer Add-in (Custom Task Pane Helper) Excel Add-In that is not active or had an error loading. A quick work around…

  • Understanding your business - data & process flows - a Sage 300 CRM expert shares their thoughts (part 2)

    Previously , we talked to Jon Luning about his experiences as a long term Sage CRM partner. Moving on, we talk about lessons for partner business' when it comes to successful CRM [David] How about PEP - what has working with Sage CRM meant to your…

  • Understanding your business - data & process flows - a Sage 300 CRM expert shares their thoughts (part 1)

    Every week here at Sage CRM HQ, we take time out to review recent sales to customers. These are both new customers as well as additional seats to existing customers. In the latter category, we saw an additional order from a customer who has been using…

  • Success with Sage300 CRM : A top performing partner shares more thoughts (part 2)

    Continuing from on from part 1 , we talk with Sage Canada's top performing partner, Atlantic Data Systems [David Beard, CRM Principal, Sage CRM] Why you think you are a top performer in Sage 300 — I am thinking about ideas not only around the product…

  • Helping me make a decision about a CRM system

    Have you ever stopped to think what 'new product development' roles actually do? Often, it is to predict & shape the future - what will sell? What's the next big thing? Which tends to summarise into one big question for a business: What to buy, build…

  • The mercurial concept of 'best practice'

    I am sure we all have been asked, at one point or another, the dreaded " so, what is best practice " question by a prospect. For me, it's usually framed as " so, what do other customers do with this feature? " Apart from offering a few broad stories…

  • Articulating Return on Investment - why it matters to everybody in a project

    For this blog, I am returning to a favourite subject of mine - that of helping articulate & recognising the value of investing in a business management system (BMS). I was speaking to a Canadian partner of ours just recently & wanted to share a customer…

  • Calling in the crowd

    An investment in CRM software is key to customer retention strategy. But without social media interaction, a business' can only "know" about the conversations had directly. What happens when those customers talk about a business in other forums - blogs…

  • Where do you want your cheese to be ?

    The world is going through a period of change. Boom & bust cycles are a fact of life but this time, some say, it is unprecedented change. Fundamental assumptions are changing & continue to do so. Arguably, unlike previous recessionary times, these changes…

  • Multiple Search Items within the search "contains" function in my Report

    Hello, I have a report and I want to organise it by Post codes. I can set it to postcodes that contain "NW" etc, but how can I enter multiple postcodes? I have tried "NW, SO, PO" and "NW and SO and PO" and a few other ways, but none seem to work. is this…

  • CRM7.1 sp2 - How to change a displayed value when the page loads (modify the html code) ?

    Hello, How can I change a value directly in the SolutionsDetailsBox when the page loads? I just want to change the displayed value of the field (I mean simply modify the html code of the page), not the real value of the field in the database. I think…

  • Sales Order total net or base/tax different from sum of item net values - System Crash on data check.

    Hi We have just upgraded from Sage 2010 to 2013 as a step to going to 2016 later in the week. After upgrade we ran check data, noticed several orders (and one credit note) appeared to have product content and totals that are different to what we entered…

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