• [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…