Welcome to the Sage 100 Support Group on Community Hub! Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
Hello Together
We try to export all the notes out of Sage CRM. I did try run it by Microsoft Query but no idea how the table is really called as they are so many.
Or is there an other and easy way to do it. Like all of them at once?
Cheers and Thank…
Across two episodes, Jeff Richards and David Beard from the Sage CRM team talk with Keystone Precision Solutions about their installation of Sage CRM with Sage 100. In the first episode , we talk about the company's background and how Sage CRM has helped…
Sage Partner Cloud promises to provide key benefits for Sage CRM:
Optimising for success: Expanding the ability to work remotely, while controlling costs.
Security: Providing confidence that data is protected via Microsoft Azure-backed security…
We are looking for a good CRM and Quoting software that integrates with Sage 100. We would like the products and pricing to sync to the quoting software so we don't have to add and update in two places. When a quote is approved, we would like them to…
There's a new podcast. from the Sage CRM team, that references Sage CRM in action with Sage 100, 300 & further afield. This series, Talking CRM , will be available on the Sage Advice Podcast site every two weeks. I, along with my colleague Jeff Richards…
Wrote a simple script for client that has a pop up if when entering SO, you forget to put in qty ordered on lines page and you try to go to the next line pop up says please enter qty ordered. The script works great on my install. Tried to install on client…
We run various Crystal Reports from Sage 100 & review within excel. I would like to create hyperlinks from a list of companies in excel to specific companies (or contacts) within Sage CRM.
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…
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…
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…
Hello,
Has anyone successfully linked MAS90 to salesforce.com and if so, how did you handle the nonstock items? It seems that the leading backslash is a deal breaker for salesforce importing.
Thanks for any input you can provide!
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…
A customer in early stages of implementing Sage 100 wants a CRM system. Their (brand new) Sales Manager doesn't want to choose Sage CRM without looking at other CRM systems that integrate with 100. I'm a newbie in this space so no idea if there are others…
hi...
I need to add the extended description from sage 100 to be available when I do the mail merge in crm. Does anyone know what I have to do to do this?...I am trying everything...and this is so important to the customer...thx so much
Customer is…