• MobileX for Sage CRM

    Hi - wondering if anyone has tried this. That aside, just came to know that Sage stopped development on the CRM app 3 years back. Wondering if there are any other options out there. On a separate note- has anyone used the mobile CRM extensively? …
  • Can't Set Column Order in Quotes and Orders in CRM's Sage 300 Integration

    Hi All, We have Sage CRM setup with Integration with Sage 300. On the quotes and orders pages in Opportunities, our users are used to being able to select which columns are displayed on the item grid (Item number, description, qty, etc). Which has all…
  • Issue with Sage 300 2020.1 integration with Sage CRM 2019 R2

    Can anyone confirm if a Sage 300 user has to be available to view Order Inquiries in Sage CRM? We are encountering an issue where the company does regularly reach their total number of users in Sage 300. It seems that when they do, if a CRM user goes…
  • ACCPAC Session .Init parameters

    Questions: 1. Where can we found exactly information about ACCPAC.Advantage > .Init session parameters, their sources and properly case usages? 2. Do [.Init] session parameters affect anything (for example, when reading data)? * eg invalid [programName…
  • Sage CRM 7.3 SP3 Integration with Sage 300 2016 PU1 - Invalid Signon Information

    Hi, We'd encountered quite a number of issues related to Integration after implemented at our client's server. Our technical team tested and found out that if the domain user being assigned to domain admin rights, he/she will have no issue accessing…
  • CRM & Sage 300 integration stops working for no reason (reboot to get it to work again)

    cCRM V7.3 / S300 V2014 / SQL 2008 R2 / Win 2008 R2 A couple of times a month the integration between CRM & Sage 300 stops working. We get the message (session could not be opened) with number (2147221230) I have checked the services and IIS and…
  • Reimporting Sage 300 Customers into Sage CRM

    Three related questions regarding Sage 300 2012 and Sage CRM 7.1: 1. When we implemented Sage CRM, we imported all of our Sage 300 customers into CRM. For about six months, some of the Sage 300 users didn't have the Integration piece up and running…
  • Sage CRM 7.2 Integration Piece

    This is a quick reminder for those using Sage 300 ERP 2012 product update 2, Please confirm you have installed the correct integration piece f or Sage CRM 7.2 integrated systems. Login to the Knowledgebase and visit KB 22596: Download Sage CRM 7.2 Integration…
  • Sage CRM 7.3 Integration with Sage 300 ERP

    Sage CRM 7.3 integration with Sage 300 ERP 2014 and Sage 300 ERP 2012 is now live. You must be logged in to the Knowledgebase to view the following: Sage CRM 7.3 full product (required): Download Sage CRM 7.3 for Sage 300 ERP 2014 PU2 or 2012 PU5…
  • Sage 300 OE IMPORT SCRIPT

    II need to import OE from an external application. Spent many hours trying to create a valid script without success. I am not using serialized or lotted items but the import function keeps looking for them even though System Information does not list…
  • CRM 7.0 error

    Suddenly received error listed below. No changes made to ACCPAC, CRM or servers. CRM installed on separate server 2003R2. ACCPAC 6.0 on 2003 enterprise. Any idea how to fix error? Error Opening the Sage Accpac Company TEST. Name='Error' Message='…
  • Sage CRM 7.3 Integration with Sage 300 ERP Release Date

    FYI: The Sage 300 ERP 2014 integration with Sage CRM 7.3 will be available on March 31, 2015. Stay tuned to this forum and @Sage300ERPC for updates and changes. Thanks!
  • Sage CRM 7.2B Patch for integration with Sage 300 ERP

    An issue has been discovered with the Sage CRM Patch 7.2B. Although it's not an issue when updating existing customers and/or vendors in Sage 300 ERP, we have found an issue after installing the patch and creating or adding new customer and/or vendor…
  • How to integrate ERP data into CRM reporting?

    During Sage Summit 2013, many attendees had this question on their minds: How do you integrate ERP data into CRM reporting? What would be your suggestion?