Sage CRM

Hi community, I'm reaching out for help as I navigate a task assigned by my director. I've been tasked with adding a field to the order table, labeled 'orde_originatorapproved.' (this has been done). The challenge is limiting access to viewing and…

Would it be possible to send a notification to all members of a team rather than just an individual? When an order gets to a certain stage in the sales process it is assigned to Accounting. It is not assigned to a particular member of the accounting…

Sagacious ones, Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…

Hi Can I suggest that sage crm can be added a workflow on quotes and order with integration to sage 300 automatically on the next version ? Right now we need a workflow for quotes and order on sage crm and sage 300 integration so that workflow on…

Hi there Usually, we works with two views to execute a mail merge: vMailMergeOrders and vMailMergeChildrenOrders. I've creates a new custom child entity, called Planning, and I need to include on a mail merge. I've "n" childs for each orders, so I…

Hello, SageCRM 7.3 SP3, Sage 100c 2016 Adv. Some of the sales staff are reporting that occasionally, some more frequent than others, when they create a new quote/order, the company assigned is not the current company they are in, but rather the previous…

Has anyone noticed that OTF Opportunities for Sage100 don't accurately mark the 'Created By' field in opportunity/quote/order. It just always says the admin did it. Anyone figure out a workaround to populate that field? Thanks, Anthony

Hi, I completed installing and configuring CRM integration on both Sage 300 ERP and CRM7.2f. I tested around the integrated 300 ERP tabs and screens without any issues except when I clicked New Contract button under P/M Inquiry tab (see screenshot below…

Hey guys, I have a customer who is wanting to use the Sage 300 ERP integration Quote/Order entry in CRM. While i was training them the other day I showed them how to create a Quote and then print it. They asked if there was a way to email the quote…

Hi. Wisdom needed, please. I have an order form that, on promoting to Sage 100, creates an Opportunity. We would like to: 1. Add fields to the Order form that mirror Opp fields. (oppo_source, oppo_type, oppo_acginitialcommtype ) 2. Upon promotion…

Dear Sirs, I have a question concering the integration of sage crm with sage 100 trading. when the integration is running successfully i have the option in the quote screen to click on "link to erp" in order to update the erp with the quotation…