Welcome to the Sage 300 Support Group on Community Hub! Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
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…
We use the Sage CRM cloud (hosted) at Sage and received a notice that the product is at end of life. Does anyone else use the Cloud version or know of another cloud solution we could move to?
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…
I am working in 7.2b and have a workflow step in which I need to create a merge document. The mail merge works fine but when I go to the record in the documents tab I see that the document type is blank. Why is it that when I create a mail merge manually…