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

    Hello, 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 from…
  • 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…