Sage 300

I have a customer that we recently upgraded from CRM 7.2 and Sage 300 v2014 to CRM v2022 and Sage 300 v2022. In their old system they had and auto-assign customer number when they promoted a company in CRM. Clearly a custom process. I need to set this…

I have a client who recently upgraded from Sage 300 v2012 and CRM 7.2 to Sage 300 v2022 PU3 and CRM 2022 R2. On the old system, when they created a Quote in CRM (Sage 300 quote) the Quote Number was automatically assigned the opportunity ID. I assume…

When I create an appointment (or task) the time in the schedule box defaults to the system time like below: But when I select the clock icon to scroll and select another time it always starts at 12:00am instead of close the system time like below…

Hello, I would like to change the captions in the schedule box for a Task type communication in CRM 7.2. The captions associated with the fields in the field list under customization only apply to the Appointment type communication. Where are the Task…