How do I get the RefId to generate the Link under cases? Can I get the Java language to Create this link? It used to be there and it is gone.
It appears that the newest version of Google Chrome is now requiring users to click an approve button when clicking on the customer maintenance or create new quote/order buttons with the standard Sage 100 integration with Sage CRM.
This used to happen…
Hello, Sage 100C 2016 Premium with Sage CRM. Currently every SO and Quote created for a customer creates an entry on the Note tab in CRM, which is just plain silly. How do we shut that off?
thanks!
Ann
OK. So this is the first time I have set up a client with the ONE free CRM user account that comes with Sage 100. All other times I have set up I have had multiple users and never noticed this.
Got it set up and logged in as ADMIN. Then went to set up…
Hello,
We have Sage 100c Advanced 2016, and Sage CRM 7.3 SP3. In Sage 100 > Customer Relationship Management > Customer Template Maintenance, the Open Item Customer value is checked. However, when you promote a prospect from Sage CRM, the newly…
When a quote is promoted to an order, it reflects the date issued from the quote. (example: quote entered on 3.5.16, promoted to order on 10.1.16) in this example the promoted sales order retains the original quote date of 3.5.16 requiring a manual adjustment…
Is there a way to have separate automatic numbering sequences for quotes and sales orders?
