Sage CRM integration to Sage 300 only works for Admin

Posted By Jerry Stowe 6 months ago

I have gone through all the integration steps to integrate Sage CRM with Sage 300.

In Sage CRM when I log in as the Admin I am able to search and find all the customers from Sage 300.

However, when I log in to Sage CRM as a different user, who is also in Sage 300 as a user, and whom I defined the user-level security in the Sage CRM Administration/Sage 300 Administration for, I don't see any of the customers from Sage 300.

I thought I had the User defined properly. Why can't this user see the 300 customers the way the Admin can?

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0 Ron Fernandez 6 months ago

Integration does not supersede rights provided in Sage 300, if a user does not have rights to maintain customers then they would not be able to view customers.

Could you verify that the user in Sage 300 has the following in Administrative Services, Security Groups.

Sage 300 Web API

Sage 300 Inquiry

Customer Maintenance
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0 Ron Fernandez 6 months ago

Integration does not supersede rights provided in Sage 300, if a user does not have rights to maintain customers then they would not be able to view customers.

Could you verify that the user in Sage 300 has the following in Administrative Services, Security Groups.

Sage 300 Web API

Sage 300 Inquiry

Customer Maintenance
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Verify Answer

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0 Jerry Stowe 6 months ago in reply to Ron Fernandez

Thanks for the suggestion. That was only part of the issue. The CRM user, because of their CRM profile/territory did not have access to the Sage 300 customers.
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Sage 300

Sage CRM integration to Sage 300 only works for Admin

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