• 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: …
  • 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…
  • 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…
  • 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…