• [New Order]… reducing the time to next screen

    Using Sage 100c 2017 v5.40 & CRM 2017 R2, I find it takes north of 22 - 25 seconds for the "Create New Sage CRM Order" screen to appear. It's not much but another 4 seconds after hitting the [#] button for Sage CRM Opportunity. I would like to work…
  • Quotes from Sage 100 ERP integration as PDF (cross-posted)

    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…
  • We can't create a SO or Quote in CRM 7.3 (integrated with MAS) on IE when using the Contemporary theme.

    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…