Sage 100

Hello Together We try to export all the notes out of Sage CRM. I did try run it by Microsoft Query but no idea how the table is really called as they are so many. Or is there an other and easy way to do it. Like all of them at once? Cheers and Thank…

Across two episodes, Jeff Richards and David Beard from the Sage CRM team talk with Keystone Precision Solutions about their installation of Sage CRM with Sage 100. In the first episode , we talk about the company's background and how Sage CRM has helped…

Sage Partner Cloud promises to provide key benefits for Sage CRM: Optimising for success: Expanding the ability to work remotely, while controlling costs. Security: Providing confidence that data is protected via Microsoft Azure-backed security…

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.

Hello! Can PDFs that we create through Crystal Reports in ERP be automatically loaded into CRM quotes/documents? We're working with a Sage CRM 7.3a & Sage 100 ERP integration, and therefore we are creating quotes and orders using the ERP Sales Order…

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 promoted…

We can't create a SO or Quote in CRM 7.3 (integrated with MAS) on IE 11 when using the Contemporary theme, but it works in other browsers. Works fine in the Sage theme. We need to use IE because we use CTI, but would like to use a newer theme. Thanks…

To do a company merge in SageCRM with a Company that is related in ERP100 you must first uncheck the related checkbox in Maintain relationship. I have a client that has several companies that the checkbox is greyed out. Does anyone know why? Thanks…

hi... I need to add the extended description from sage 100 to be available when I do the mail merge in crm. Does anyone know what I have to do to do this?...I am trying everything...and this is so important to the customer...thx so much Customer is…