• How to allow user change his own Sage 300 password on Sage CRM User Level Security?

    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…
  • Announcing the release of Sage CRM 2021 R2 in North America

    With a range of sales, marketing and service modules that give end-to-end visibility of data and processes, Sage CRM enables customers to make better informed business decisions based on accurate information. We are pleased to announce that we released…
  • Promote to Sage 300

    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…
  • Sage 300 - Sage CRM Integration Guide

    The integration between Sage 300 and Sage CRM creates a link that enables Sage CRM and Sage 300 to share information as it is entered into either program. After integration, front-office personnel can create customer quotes and orders in Sage CRM and…
  • Sage CRM integrated to Sage 300 ERP: Person Type "A/R Contact" fields- where are these held?

    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…
  • How to move Sage 300 SQL Data from SQL 2008R2 to SQL 2017

    I have a client that is installing a new server and upgrading from SQL 2008R2 to SQL 2017. Is there a way to move the SQL databases without using a dump and load? Also, we are running CRM, so we also need to move that database.
  • Sage CRM - Twice-weekly "Drop-in-Surgery"

    David Beard and Jeff Richards will be available online to help customers & our reseller partners with technical questions, perhaps brainstorm ideas for deployment, seek advice on marketing & sales + almost anything else SageCRM Drop in via Skype or dial…