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Nater65

Customer sales history reporting using CRM parameters

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I would like to run a report showing sales history by customer using parameters that are assigned through CRM, not AR module in Sage100.  Does anyone know if this capability exists?  I would imagine it would be pulled through CRM, but cannot locate the fields to retrieve sales history data from Sage100.

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    Sage CRM has opportunity table store opportunities created through CRM, it does not contain Sage 100 sales data as they are stored in Sage 100 tables. In order to get a correct report, you have to use Sage 100 database, or create report using Sage 100 database using database connection inside CRM.

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