Why is Company Name not populated when promoting to Sage 300, as well why is Opportunity number missing when selecting New quote.

Less than one minute read time.

During promotion as well as creating a new quote, required information is blank.  This is present when using Sage 300 CRM integration.

This can occur as a result of an additional forward slash in the Sage 300 Server Name in CRM integration.

To verify, in CRM Select Administration, Sage 300 Administration, Setup Integration, make sure Sage 300 Server Name does not have a trailing slash in url.

For example, https://app06.crmerp.local/ should read https://app06.crmerp.local