• 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? …
  • Invalid Signon Information error when trying to sync to Sage CRM 2022 R2 to 300 V2023 PU1

    HI, I am receiving Invalid Signon Information error when trying to sync to Sage CRM 2022 R2 to 300 V2023 PU1. I just install Sage 300 V2023 PU1 on new serve and upgraded their CRM from 2018 R1 to 2020 R2 then to 2022 R2. In Sage CRM when I try to synchronize…
  • 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…
  • 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…
  • Error when clicking on Add Order or Add Contract buttons for Sage 300 Integrated Screens

    Hi, I am sorry for cross posting from Sage CRM Community because I was referred to come here to discuss the issue I am facing. I completed installing and configuring CRM integration on both Sage 300 ERP and CRM7.2f I tested around the integrated 300…