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  • Deleting a Quote / Order

    Hi Recently, I received information from my BP stating that in order to delete a quote or order in Sage CRM, it is necessary to delete each line item individually until the line items grid is empty. This process struck me as quite unusual, as in my…
  • Net Amount for Opportunity Totals (OETotalsBox)

    Hello, We're looking to try to add a field to the Opportunity Total box (derived from the Order) to show the Total Net Amount. What would be the best way to add this, or change the 'Total Order Value' to be the 'Net' amount? Not sure if I've just…
  • Opportunities without order

    Was wondering if there was any way to view all of the quotes/opportunities that we have created that do NOT have an associated order attached to them. We want to follow up on all of our unfulfilled quotes in one batch without missing any due to human…
  • Workflow and Pipeline for Quotes/Orders

    Hi All, using Sage 100 Integrated with Sage CRM I have read through a bunch of posts and I see some of you might have similar questions already but I wasnt quite getting the answer I needed so I want to post here and explain: In our Company, an…
  • sage CRM line item discount

    Hi, when i apply line item discount on each item of Order (OrIt_discountsum) in CRM , it looks ok but as soon as i edit order summary , or sync order with sage 200. Once order is linked it wipes line discount form orders and sets OrIt_discountsum=0. why…
  • Dispatch partial order form CRM and update sage 200

    I hope someone can help me out with small development issue. I am sending orders from Sage CRM to Sage 200. E.g order number 001 has 2 lines items each with quantity 10. What I am looking to do is dispatch only 5 items out of 10 ( ofline item 1 )…
  • Sage CRM CloudCall - Be part of the SYNETY Partner Network

    Partner Account Manager of an extremely exciting, cutting edge cloud services software company. SYNETY CloudCall enhances your existing Cloud Services by integrating voice communications. SYNETY provides CloudCall Partners and their customers fantastic…