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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…
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…
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…
I'm trying to run the HRMS and Sage Link Automatically by setting it up in the Schedule Profile Configuration and Schedule User Login Configuration under Sage Payroll Link- Sage HRMS Setup. I'm following the steps provided to me in the user guide (attached…
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…
Looking for someone who knows their SQL tables here.
What is the SQL table or view where I can query the Sage 300 ERP "Type" field as it relates to the CRM person record? Through the integration, the new fields "Sage 300 ERP A/R Contact" or "Sage 300…
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…