Sage 100

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Hyperlink from outside CRM (excel) to Company or Contact in CRM

Posted By sctebo over 7 years ago

We run various Crystal Reports from Sage 100 & review within excel. I would like to create hyperlinks from a list of companies in excel to specific companies (or contacts) within Sage CRM.

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0 David Speck over 7 years ago

Unless Sage decides to make it possible to visit a page for any record (i.e. Company, Person, Opportunity) without requiring a login, it is not going to work because the eware.dll gives each user a Session Id which is used within the URLs while you navigate from one page to the next until you log out.

Take a look at this article The Secret of Sage CRM URLs.
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0 David Speck over 7 years ago

Unless Sage decides to make it possible to visit a page for any record (i.e. Company, Person, Opportunity) without requiring a login, it is not going to work because the eware.dll gives each user a Session Id which is used within the URLs while you navigate from one page to the next until you log out.

Take a look at this article The Secret of Sage CRM URLs.
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Hyperlink from outside CRM (excel) to Company or Contact in CRM

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