Sage CRM

Does Sage CRM integration with Sage 100 Contractor? More specifically, does Sage provide an integration between Sage CRM and Sage 100 Contractor. If so, can someone point me to the appropriate documentation? I cannot find a download for Sage CRM with…

Hello All, I notice a client is getting this error all the time in their Sage 100 CRM Activity log. "Record 0001 does not exist in CU_OrderQuoteTracking_bus", anyone ever see this before? They seem to be having an issue with the orders/quotes in Sage…

Earlier this year, TimeLinx Project and Service Management solution was added to the Sage Global Marketplaces in North America and the UK and then more recently Ireland. TimeLinx is now proud to announce it has been officially added to the Sage Africa…

My company produces orders using Sage 100 and CRM. The opportunity follows a workflow right up until it is finished, but stops before the customer is billed. Billing is done exclusively in Sage. We have a SQL trigger set up that will change the stage…

Anyone have any idea how I could use the ' Include In Quotes Total' field in a Sage 100 integrated version of Sage CRM, either by displaying the change summary button or perhaps another way?

I seem to have click-happy employees who accidentally click 'Promote to Order" rather than "View/Edit. This has happened several times, which instantly results in the quote changing to an order with no opportunity to recant the click. I would most prefer…

I am trying to use Quick Order Entry on a tablet. This works well but I need to have the ability to see custom Sage 100 fields in the ‘Item Detail’ section. It does not appear that this is possible from what I can tell. I can add the field to the item…

Hello, We have CRM 7.3 SP2 integrated with Sage 100C (2016). Every order, quote, invoice writes a note on the Note tab. It serves no purpose for us and we'd like to use the Notes tab for meaning notes. Is there a way to turn this off? Thanks!

Just installed Sage CRM 7.3 with Sage 100 2017 5.4.2. We would like to set up some custom gadgets for the Dashboards (Inventory stocks, Open SAles order from Sage 100, Sales history from Sage 100 etc). I am Having trouble setting up Sdata Feed Template…

We just installed the new version of SAGE CRM 2017 R3. Working with the latest version of Sage 100 2017. We can open the CRM from a browser. But we can not open it with the Launch Sage CRM button that is on the SAGE 100 2017 home bar. That creates a bunch…

Hi, I tried to activate the synchronization of my company with Sage 100, directly after the creation of the integration. Everything OK, but during the research don't take any output Here is attached my log files (Please visit the site to view this…

Hi Everyone, I'm facing an issue when trying to import data from CSV file with Import Plus functionality. After I mapped entity fields with the fields in the file and hit Import, the process fails right after that, in the import summary it is saying…

I'm simply trying to show Saved Search results in gadgets for custom dashboards for our sales group. The data I'm pulling into the gadget is based on Communication Entity. The saved search works fine, and the gadgets used to populate results. Now I get…

I'm new to the CRM/Sage 100 Standard (MAS) integration and I need to pull some specific fields from 100 into CRM and store them in CRM for searching/sorting. For example, I want to pull the LastxxxDate fields from the AR/Customer record into the CRM Company…

Hi. Wisdom needed, please. I have an order form that, on promoting to Sage 100, creates an Opportunity. We would like to: 1. Add fields to the Order form that mirror Opp fields. (oppo_source, oppo_type, oppo_acginitialcommtype ) 2. Upon promotion…

Hello! I'm new to the Sage CRM world. I want to create a new field to show on the item line detail area of the Sales Quote. Specifically I need an "Extended Description" field that is about 100 characters in length to be able to print out on the quote…

I want to remove an opportunity or a lead from "My CRM" to another business development person. How can I accomplish this?

Has anyone installed Sage CRM and Sage e-business manager on the same windows server? Were any problems/conflicts encountered?

I have sage CRM & Sage100 with paperless office for additional email address. When customer emails/addresses in CRM is updated, the info is pushed to 100 but changes the paperless office emails or deletes it. WHY? Is CRM NOT compatible with paperless…

We have added a selection field to the Company table. The choices are Yes or No. The default value is No. When we add a new company in CRM, the default works fine. When we add a new Customer in Sage 100 Customer Maintenance, & then check the "Relate…

Error 403 - Forbidden: Access is denied. You do not have permission to view this directory or page using the credentials that you supplied. While logging off CRM7.1.L from Main menu. If on the Admin menu, no error. Started happening after fresh install…

If I download this today, does this install already contain Patch B? (see picture)

Enroll in the Sage CRM Getting Started Course (March 10) by February 10 and receive a 20% discount. Course is delivered online. See detailed description of course on Sage U.