Sage 100

When I create a new company in CRM and then add contacts to that account - all through CRM - when I push that info over to Sage 100 it defaults the contact code for the contact to be the Last Name. When we set up our contacts through Sage 100 we use a…

I'm looking for a way to mass edit/delete memos in customer maintenance in accounts relievable. I'm trying to clean up and delete memo codes so it will be more organized to pull reports. I currently have to look up everyone's account and manually delete…

I was trying to use Report Manager to copy the form from the company code that I created it in to all companies. It shows in the Report Manager and after I create the form code in the other company it is using the standard form. I have 250 companies that…

We run various Crystal Reports from Sage 100 & review within excel. I would like to create hyperlinks from a list of companies in excel to specific companies (or contacts) within Sage CRM.

Hello! Can PDFs that we create through Crystal Reports in ERP be automatically loaded into CRM quotes/documents? We're working with a Sage CRM 7.3a & Sage 100 ERP integration, and therefore we are creating quotes and orders using the ERP Sales Order…

I did create a new form in sage 100, but how can I make it appear in the report setting list. I am using Sage 100 2013 V 5.008.00, ( We will upgrade soon the 2016) Thank you for your help. Joe

Trying to input our company logo on our accounts receivable customer invoice. Any information would be appreciated.

Just curious to see if anyone else is familiar with the KTA agreement.