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  • 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…

  • Prospect promotion from CRM not setting Open Item Customer in Sage 100

    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…

  • Maintain Relationship Relate checkbox greyed out

    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…

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