Sage CRM integration to Sage 300 only works for Admin

Posted By Jerry Stowe 1 month ago

I have gone through all the integration steps to integrate Sage CRM with Sage 300.

In Sage CRM when I log in as the Admin I am able to search and find all the customers from Sage 300.

However, when I log in to Sage CRM as a different user, who is also in Sage 300 as a user, and whom I defined the user-level security in the Sage CRM Administration/Sage 300 Administration for, I don't see any of the customers from Sage 300.

I thought I had the User defined properly. Why can't this user see the 300 customers the way the Admin can?

Parents

0 Ron Fernandez 1 month ago

Integration does not supersede rights provided in Sage 300, if a user does not have rights to maintain customers then they would not be able to view customers.

Could you verify that the user in Sage 300 has the following in Administrative Services, Security Groups.

Sage 300 Web API

Sage 300 Inquiry

Customer Maintenance
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Jerry Stowe 1 month ago in reply to Ron Fernandez

Thanks for the suggestion. That was only part of the issue. The CRM user, because of their CRM profile/territory did not have access to the Sage 300 customers.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 Jerry Stowe 1 month ago in reply to Ron Fernandez

Thanks for the suggestion. That was only part of the issue. The CRM user, because of their CRM profile/territory did not have access to the Sage 300 customers.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

No Data

Sage 300

Sage CRM integration to Sage 300 only works for Admin

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING