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When I am in Sage 100 Sales Order entry I am clicking the 'Assign' buttom for the Sage CRM Opportunity to sync the quote over to CRM. When I went to the CRM Opportunites main screen, the wrong company name is associated with the quote. How is this happening…
I have a client that is experiencing issues with the SO_SalesOrderHistoryHeader table getting updated with bad Date/User Created values when an order (originating from CRM) is partially shipped and then modified (typically line comments get added to backordered…
We are looking to move customers from our Sage 100 system to Sage CRM. We have a 3rd-party application that generates customers and we feed them into Sage 100 using VI. That part works fine.
However, it's not possible to trigger the creation of a…
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…
