• Issue after upgrading to Sage 300 2022 PU2 and CRM 2022

    I have just upgraded a customer to Sage 300 2022 PU2 and Sage CRM 2022.  I am encountering an issue where on certain customers, when I click on one of the integration options on CRM (AR Inquiry, Customer, OE Inquiry), I get the error message:

    "An error…

  • Error on Table Synchronize

    Install Sage300 2022 and Sage CRM 2021 R2 on new win 2019 server.  Able to get into both products using browser and able to update customers in Sage 300 to SageCRM.  I wanted to make sure that CRM was able to sync with Sage300.  Logged in as CRM admin user…

  • System.Runtime.InteropServices.COMException (0x80004005): Error HRESULT E_FAIL has been returned from a call to a COM component. at AccpacCOMAPI.IAccpacSession.GetPrintSetup(String menuID, String ProgramID)

    accpacSession = new AccpacSession();
    accpacSession.Init("", "XY", "XY1000", "67A");
    if (!accpacSession.IsOpened)
    accpacSession.Open("ADMIN", "ADMIN", "SAMINC", DateTime.Today…

  • Promote to Sage 300

    Hi we are having an issue with our Sage CRM and promoting to Sage 300.

    We haven't used this function before resulting in a lot of duplicate customers being in CRM. This is because we have them entered as prospects and then we sent them up as actual customers…

  • De-activate SageCRM

    Not a normal question for the forum but still related to CRM.

    Client is not using SageCrm anymore due to several reasons.  We have set the integration to "Suspend all Integration" with CRM in the Sage CRM setup.  Now we are having an issue using…

  • 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…

  • Displaying AR optional field from Sage 300 in Sage CRM

    We have an optional field in Sage 300 AR Customers called Campaign that separates our customers into different campaign groups based on buying patterns. We'd like to use this information to group our customers in Sage CRM for mass mailing. How can I add…

  • Is it possible to Restrict certain Customers created within Sage 300 with specific group code from getting inserted or synced to CRM?


    Is there any method/setting, that can ‘Restrict’ certain Customers (with specific Group code) that are created within Sage 300 from getting into CRM as company record? 

    I know that if we tick the  suspend A/R integration to CRM checkbox…

  • 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 - Twice-weekly "Drop-in-Surgery"

    David Beard and Jeff Richards will be available online to help customers & our reseller partners with technical questions, perhaps brainstorm ideas for deployment, seek advice on marketing & sales + almost anything else SageCRM

    Drop in via Skype…

  • Fax Number listed twice on Company Summary Screen - CRM 7.2

    What would cause the following for all companies that have a fax number entered?

    Any help greatly appreciated


  • Captions for Schedule Date Fields in Tasks CRM 7.2


    I would like to change the captions in the schedule box for a Task type communication in CRM 7.2.  The captions associated with the fields in the field list under customization only apply to the Appointment type communication.  Where are the Task…

  • Getting answers to your technical questions

    Check out "Getting answers to your technical questions" for ways to get technical support for Sage CRM. It's posted in the Sage CRM support community!

  • Mail merge on workflow

    I am working in 7.2b and have a workflow step in which I need to create a merge document. The mail merge works fine but when I go to the record in the documents tab I see that the document type is blank. Why is it that when I create a mail merge manually…

  • What is the Sage mobile and Sage CRM strategy and roadmap?

    During Sage Summit 2013, attendees wanted to know the answer to this question from us: What is the Sage mobile and Sage CRM strategy and roadmap?

  • How do you use Sage CRM most effectively? What are your tips and tricks?

    During Sage Summit 2013, a lot of people came together to answer this question:

    How do you use Sage CRM most effectively? Those that attended shared their tips and tricks but we want to know here, what are your tips and tricks?

  • Sage CRM 7.1 Patch K

    Sage CRM 7.1 Patch K is now available. Please log on to your Sage Support Knowledgebase account. 

    Under My Products, click on Sage CRM.

    Search for Patch K.

    Scroll down until you see Sage CRM 7.1K Patch Download.

    Then click on Download.

    If you have any…

  • How do you set up a two way data flow/sync from Sage ERP to Sage CRM for sales staff to close deals?

    During Sage Summit 2013, this question came up as a point of discussion:

    How do you set up a two way data flow/sync from Sage ERP to Sage CRM for sales staff to close deals?

    Add your two cents.

  • 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?

  • Customer support center closure: October 29, 2013

    Our customer support lines will be closed tomorrow, October 29, 2013 from 10:15am - 11:45am PT (1:15pm - 2:45pm ET) for a company meeting.

  • Sage CRM 7.2B Full Install now available

    Sage CRM 7.2B Full Install is now available for download on the Customer/Partner Portal. 

    To download, click on Sage CRM Standalone Downloads under Download application files.

    7.2B Full Install will be on the very top to download.



  • Sage CRM 7.2 Patch B

    Sage CRM 7.2 Patch B is now available. Please log on to your Sage Customer/Partner Portal account and download.

    Under Download application files on the right toolbar, click on "Sage CRM Service Packs and Patches" and you will find Patch B on the top.…

  • Sage CRM 7.1 SP2 Update

    Sage CRM 7.1 SP2 Standalone (Full install) now available. Please log on to your Sage Customer Portal account and download. https://customers.sagenorthamerica.com/

    Under Download application files on the right toolbar, click on "Sage CRM Standalone Downloads…