• Sage CRM 2022 and Sage 300 2023 integration error using Microsoft Edge

    We are using Microsoft Edge to access Sage CRM 2022 PU2 and Sage 300 2023 PU1.  When trying to access Customer, AR Inquiry or OE Inquiry on a Customer, we receive the following error:

    Unable to get past this security no matter what credentials we use…

  • Invalid Signon Information error when trying to sync to Sage CRM 2022 R2 to 300 V2023 PU1

    HI,

    I am receiving Invalid Signon Information error when trying to sync to Sage CRM 2022 R2 to  300 V2023 PU1. I just install Sage 300 V2023 PU1 on new serve and upgraded their CRM from 2018 R1 to 2020 R2 then to 2022 R2. In Sage CRM when I try to synchronize…

  • Sage CRM Cloud - end of life

    We use the Sage CRM cloud (hosted) at Sage and received a notice that the product is at end of life.  Does anyone else use the Cloud version or know of another cloud solution we could move to?

  • Sage CRM - What's New in 2018 R2 training now in Sage University!

    The SCRM - Sage CRM - What's New in 2018 R2 anytime learning course is now available in Sage University. Learn about the new features and improvements that have been added, including features to help with GDPR compliance.

    Use the link below to directly…

  • When clicking Quote tab within an opportunity - Errors When Opening Program.  The portal cannot display the program you requested

    Our environment is Sage CRM 7.3 sp3.5, using Windows Server 2012 R2, sql server 2016 and IIS 8.  CRM integrates with Sage 300 ERP 2017.   We get intermittent errors when clicking the Quotes tab from within an opportunity.  The error is:  “Errors When Opening…

  • Error when clicking on Add Order or Add Contract buttons for Sage 300 Integrated Screens

    Hi,

    I am sorry for cross posting from Sage CRM Community because I was referred to come here to discuss the issue I am facing.

    I completed installing and configuring CRM integration on both Sage 300 ERP and CRM7.2f  I tested around the integrated 300 ERP…

  • CRM 7.2 Time Scrolling doesn't work right

    When I create an appointment (or task) the time in the schedule box defaults to the system time like below:

    But when I select the clock icon to scroll and select another time it always starts at 12:00am instead of close the system time like below:

    Is…

  • RE: Captions for Schedule Date Fields in Tasks CRM 7.2

    Hi Tomas,

    Those are not the captions I'm referring to.  The captions in the schedule box are what I need t change.

    Here is an appointment being added:

    In the customization for communications the field titles are used as the captions.  Here is the field…

  • Sage 300 ERP integration with CRM

    A client is running Sage 300 2012 with CRM integration. The site had been stable until December 16th and now throughout the day, when using CRM and doing the drill down into All Orders from the O/E Inquiry and clicking the Drill Down to show the custom…