Does Sage CRM v2022 integrate with the Multiple Contacts in Sage 300 v2022

Posted By Dana B. Stidsen over 1 year ago

Client is trying to make use of the Sage CRM to Sage 300 integration. When a new person is added to a company in CRM that's been promoted to a customer in Sage 300, how do you add it the person to the multiple contacts in Sage 300? Can you do so?

It appears to work in the other direction form Sage 300 to CRM but that's not helpful for this client.

Please let me know,

Dana

0 Mathew Simon over 1 year ago

Dana B. Stidsen - I have tested on CRM 2023R1 integrated with 300 2023 PU1 and it does create contacts in Sage 300. I did flag the contact in CRM as AR Contact.
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0 Dana B. Stidsen over 1 year ago in reply to Mathew Simon

Does it include the contact in the Multiple Contacts area/screen? It's always added to the AR contact. It's the Multiple Contacts that don't seem to integrate.
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0 Mathew Simon over 1 year ago in reply to Dana B. Stidsen

Yes it does.
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0 Dana B. Stidsen over 1 year ago in reply to Mathew Simon

How do we do it? What do we do to make a person in CRM appear in the Multiple Contacts screen in Sage 300?
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0 Mathew Simon over 1 year ago in reply to Dana B. Stidsen

Dana : If you create a person under a company that is integrated Sage 300, it should appear in the Multiple COntact screen in Sage 300. That what I confirmed earlier with my test on v2023
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Does Sage CRM v2022 integrate with the Multiple Contacts in Sage 300 v2022

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