• 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…
  • Issue after upgrading to Sage 300 2022 PU2 and CRM 2022

    I have just upgraded a customer to Sage 300 2022 PU2 and Sage CRM 2022. I am encountering an issue where on certain customers, when I click on one of the integration options on CRM (AR Inquiry, Customer, OE Inquiry), I get the error message: "An error…
  • Error on Table Synchronize

    Install Sage300 2022 and Sage CRM 2021 R2 on new win 2019 server. Able to get into both products using browser and able to update customers in Sage 300 to SageCRM. I wanted to make sure that CRM was able to sync with Sage300. Logged in as CRM admin user…
  • 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…
  • 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 and Sage CRM integration - cannot export OE quote or order to PDF or Excel

    Hi, I am thinking this falls in the Sage 300 category since user is trying to export and OE order or OE quote to PDF from Crystal reports but they are doing in in Sage CRM. The Crystal Report shows up fine but when they try to export to PDF nothing…
  • Is it possible to Restrict certain Customers created within Sage 300 with specific group code from getting inserted or synced to CRM?

    Hello, Is there any method/setting, that can ‘Restrict’ certain Customers (with specific Group code) that are created within Sage 300 from getting into CRM as company record? I know that if we tick the suspend A/R integration to CRM checkbox from…
  • 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…
  • 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…