• 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…
  • Invalid Signon Information error when trying to sync to Sage CRM 2022 R2 to 300 V2023 PU1

    HI, I am receiving Invalid Signon Information error when trying to sync to Sage CRM 2022 R2 to 300 V2023 PU1. I just install Sage 300 V2023 PU1 on new serve and upgraded their CRM from 2018 R1 to 2020 R2 then to 2022 R2. In Sage CRM when I try to synchronize…
  • Sage 300 Integration Component

    Hi all, Where is the sage integration component installation file? I am looking to integrate sage crm 2021 r1 with Sage 300 2021 PU2 cdn.na.sage.com/.../Sage300_2021_SageCRM_IntegrationGuide.pdf Page 9 says: Run the installation program for the integration…
  • De-activate SageCRM

    Not a normal question for the forum but still related to CRM. Client is not using SageCrm anymore due to several reasons. We have set the integration to "Suspend all Integration" with CRM in the Sage CRM setup. Now we are having an issue using the Customer…
  • Issue with Sage 300 2020.1 integration with Sage CRM 2019 R2

    Can anyone confirm if a Sage 300 user has to be available to view Order Inquiries in Sage CRM? We are encountering an issue where the company does regularly reach their total number of users in Sage 300. It seems that when they do, if a CRM user goes…
  • Sage 300 2019 PU1 web screens not honouring date format in Sage CRM 2018 R3

    Hi all, We have an issue where if you log into the Sage 300 web screens and the date is in the correct format (dd/mm/yyyy) due to the fix in the A4W.ini file (adding en-GB in Locale) When we log into Sage 300 screens through CRM - the date is still…
  • Promote to Customer not updating Open quotes for new customer number

    Client is using Sage CRM 7.3 sp3 and Sage 300 2016. They have started entering Leads for their salespeople and then adding them as a Company but not promoting them to Sage 300 at this point. They are creating quotes for these companies which sets the…
  • Unable to do multi select in all list box after installing sage 300 2019 CRM Integration Setup

    Dear All, I am unable to do multi select option in all the list box fields in sage crm, this is happened only after installting the sage 300 2019 integration setup. Sage CRM ver 2018 R3. Please refer to the bleow url which is from sage CRM Community…
  • ACCPAC Session .Init parameters

    Questions: 1. Where can we found exactly information about ACCPAC.Advantage > .Init session parameters, their sources and properly case usages? 2. Do [.Init] session parameters affect anything (for example, when reading data)? * eg invalid [programName…
  • Reimporting Sage 300 Customers into Sage CRM

    Three related questions regarding Sage 300 2012 and Sage CRM 7.1: 1. When we implemented Sage CRM, we imported all of our Sage 300 customers into CRM. For about six months, some of the Sage 300 users didn't have the Integration piece up and running…
  • CRM 7.0 error

    Suddenly received error listed below. No changes made to ACCPAC, CRM or servers. CRM installed on separate server 2003R2. ACCPAC 6.0 on 2003 enterprise. Any idea how to fix error? Error Opening the Sage Accpac Company TEST. Name='Error' Message='…
  • Sage CRM 7.2 patch E hotfix 3 integration piece available

    Sage CRM 7.2 patch E for Sage 300 ERP 2014 PU2, 2014 & 2012 PU4 is now available. To download, login to your portal account on support.na.sage.com and search for 'Sage CRM hotfix 3 for Sage 300'. Or, from the support.na.sage.com homepage, select Sage…
  • 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…
  • Sage CRM 7.2 Patch C for Sage 300 ERP integration now available

    SageCRM 7.2 Patch C for Sage 300 ERP Integration is now available Login to your portal accout to download: support.na.sage.com . Then click on Sage 300 ERP then under Support Resources, click on Sage 300 ERP downloads and updates. Then click on Sage CRM…