• How to allow user change his own Sage 300 password on Sage CRM User Level Security?

    Hi all, How to allow user change his own Sage 300 password on Sage CRM User Level Security? Currently only admin can do it in Administration -> Sage 300 Administration > Sage 300 Integration Screen Access - User-Level Security. I do not want to allow…
  • Database dump fail

    Hi there, I am trying to perform Database Dump but always get the following error message. Then, if I perform database verification, it returns this. Could I know how to fix this issue to be able to dump database? Thank you!
  • 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…
  • Adding optional fields to order confirmation form

    We have NOTES in the optional fields in Ship-to Locations, so they show up in order entry. I am trying to get the note tied to the ship-to location for that customer, to populate on the order confirmation form. My problem is that I can't find the field…
  • 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 or dial…