• 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…

  • 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…

  • 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?

  • 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 all…

  • 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…

  • 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…

  • Sage CRM 7.2 Patch D for Sage 300 ERP integration now available

    SageCRM 7.2 Patch D for Sage 300 ERP 2014 PU1, 2014 & 2012 PU3 is now available.

    To download, login to your portal account on support.na.sage.com and search for 'Patch D for Sage 300'.

    Or, from the support.na.sage.com homepage, select Sage 300…

  • Moving CRM database in same machine to new SQL versión (2005 to 2008)?

    I have Sage 300 ERP 2012 and Sage CRM v7.1 in same box. I just installe SQL 2008 R2. I have there SQL 2005. I already move all Accpac databases from SQL 2005 to SQL 2008 and all its working. But I have still CRM database in 2005 instance. I want to move…