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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:
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Install Sage300 2022 and Sage CRM 2021 R2 on new win 2019 server. Able to get into both products using browser and able to update customers in Sage 300 to SageCRM. I wanted to make sure that CRM was able to sync with Sage300. Logged in as CRM admin user…
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…
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…
Three related questions regarding Sage 300 2012 and Sage CRM 7.1:
1. When we implemented Sage CRM, we imported all of our Sage 300 customers into CRM. For about six months, some of the Sage 300 users didn't have the Integration piece up and running…
