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  • Changing Contact Code Default when making contacts in CRM and pushing to 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…

  • Copying UDFS in SO when using COPY FROM via CRM

    I have some UDFs in Sales Order Header that are setup to copy when using the Copy From. This does not work when using SO Entry from CRM. Is there something I'm missing, or some work around other than doing the orders from within Sage? (Which is not an…

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