Recently we received a requirement from one of our clients, where he wants to update the values of Sage 300 ERP in CRM without clicking on any buttons or performing any task, i.e. as soon as the user navigates to a company summary page, the user should be able to see the updated values of Sage 300 fields in CRM.
New Stuff: Sage CRM – Sage 300 v2018 integration tips
In this blog we will be updating Sage 300 values of Territory, Price List, Customer Type
and Sales Person 1.
To achieve this, create 4 new text fields against company entity as specified below :
- Sage 300 Territory
- Sage 300 Price List
- Sage 300 Customer Type
- Sage 300 Sales Person 1
And then add it to CompanyBoxLong Screen. Refere below screenshot:
Now, in below screenshot you can see the details of customer with customer no 1550 in Sage 300 ERP is:
- Sage 300 Territory : TX
- Sage 300 Price List : WHS
- Sage 300 Customer Type : Base
- Sage 300 Sales Person 1 : BB
Hope this helps!
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at email@example.com. We will be glad to assist you.