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When we enter a new item code into "Item Maintenance," it used to create a new product in the system. However now when we enter a new product code, everything goes blank, but it says "NEW" right by the Description (as it would do before). Everything else…
Is there a way to restrict who can edit the Drop Ship check box in Sales Order? We are having some issues that some Sales/Customer service personnel are click this box and is creating POs. Would also like a way to track who clicked that check box
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…