• 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…
  • Link Sage CRM mail merge quote to Sage 100 table

    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…