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Sagacious ones,
Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…
Hi
What i'm trying to do is get the OE_OrderUI.asp page to popout from a customer record within CRM by creating a button for it in advanced customisation.
Here are the results i get on the server
https://youtu.be/7yte_noAZe0
Here are the results…
Hi , is it possible to have Add file button / feature on one of newly created custom entity ( say testEntity) screen . I am looking to add document against testEntity on testEntity Summary Screen. Hope this makes sense. Let me know if you need more information…
We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…
Some customers are experienceing an error ("Failure to update Sage CRM with customer [XXXX]") when creating or adding new customer and/or vendor records in Sage 300 ERP.
To prevent the issue from impacting additional customers, we have removed the download…