• 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: …
  • | Sage CRM Podcast | Talking CRM + 300 | A session with Belmont House | Ep. 1 |

    Across 3 episodes, we talk with Zainab Salihi, CRM Practice Leader, from BAASS Business Solutions and their customer Dennis Donovan of Belmont House, a charitable, non-profit, home for seniors offering long-term care and retirement living, both of whom…
  • Improving deployment options and driving down total system costs

    Sage Partner Cloud promises to provide key benefits for Sage CRM: Optimising for success: Expanding the ability to work remotely, while controlling costs. Security: Providing confidence that data is protected via Microsoft Azure-backed security…
  • Can't Set Column Order in Quotes and Orders in CRM's Sage 300 Integration

    Hi All, We have Sage CRM setup with Integration with Sage 300. On the quotes and orders pages in Opportunities, our users are used to being able to select which columns are displayed on the item grid (Item number, description, qty, etc). Which has all…
  • 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…
  • | Talking CRM | A new Sage Advice podcast series |

    There's a new podcast. from the Sage CRM team, that references Sage CRM in action with Sage 100, 300 & further afield. This series, Talking CRM , will be available on the Sage Advice Podcast site every two weeks. I, along with my colleague Jeff Richards…
  • Sage CRM Cloud - end of life

    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?
  • 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…
  • Sage 300 2017 and Sage CRM 2017 R2 Integration Supported Environments

    Sage CRM and Sage 300 integration offers out-of-the-box and front-to-back-office integration, providing the users the data consistency in both CRM and the BPM System along with 360 degree customer visibility. Currently, the documentation for Sage 300…
  • 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…
  • When clicking Quote tab within an opportunity - Errors When Opening Program.  The portal cannot display the program you requested

    Our environment is Sage CRM 7.3 sp3.5, using Windows Server 2012 R2, sql server 2016 and IIS 8. CRM integrates with Sage 300 ERP 2017. We get intermittent errors when clicking the Quotes tab from within an opportunity. The error is: “Errors When Opening…
  • inexpensive CRM-type product

    A customer on Sage 300 v 2014 does not have the budget currently for SageCRM. They are looking for alternatives that would provide contact management and case management. The want to be able to see Sage 300 transactions in the CRM product, but not expecting…
  • Mail merge on workflow

    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…
  • Sage CRM 7.2 Patch D for Sage 300 ERP integration now available

    SageCRM 7.2 Patch D for Sage 300 ERP 2014 PU1, 2014 & 2012 PU3 is now available. To download, login to your portal account on support.na.sage.com and search for 'Patch D for Sage 300'. Or, from the support.na.sage.com homepage, select Sage 300 ERP…
  • Moving CRM database in same machine to new SQL versión (2005 to 2008)?

    I have Sage 300 ERP 2012 and Sage CRM v7.1 in same box. I just installe SQL 2008 R2. I have there SQL 2005. I already move all Accpac databases from SQL 2005 to SQL 2008 and all its working. But I have still CRM database in 2005 instance. I want to move…