• User unable to promote company to Sage 300 Customer/Vendor

    Hi all, I am able to promote company as admin. However, my user unable to promote company to Sage 300 Customer/Vendor, stating that the Customer code already exists in Sage 300 Company, but the customer code does not exist yet. My user setting: …
  • 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? …