• | 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…
  • 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 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…