Sage 300

Hello community, I am unable to access Purchase Orders or anything under the P\O inquiry page even though I have installed Sage 300 on the same server and performed all the necessary steps for the integration. Every time I click, for example, on All…

La version française suivra. Cliquez ici pour lire. NOTE: This release announcement applies to Sage 300 for the North America region. What’s new in Sage 300 2021.2 Many new Web Screens for GL, AR and User Management Redesigned Finder for Transaction…

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…

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…

David Beard and Jeff Richards will be available online to help customers & our reseller partners with technical questions, perhaps brainstorm ideas for deployment, seek advice on marketing & sales + almost anything else SageCRM Drop in via Skype or dial…

During Sage Summit 2013, this question came up as a point of discussion: How do you set up a two way data flow/sync from Sage ERP to Sage CRM for sales staff to close deals? Add your two cents.

An issue has been discovered with the Sage CRM Patch 7.2B. Although it's not an issue when updating existing customers and/or vendors in Sage 300 ERP, we have found an issue after installing the patch and creating or adding new customer and/or vendor…

During Sage Summit 2013, many attendees had this question on their minds: How do you integrate ERP data into CRM reporting? What would be your suggestion?