Sync Active Salesperson in Sage CRM: Ensuring Accurate Sales Assignment with Sage 100 Integration
In one of our recent Sage CRM and Sage 100 integration projects, the client faced an issue where inactive salespersons were still visible and selectable in CRM during transaction processing. This led to incorrect assignments in quotes and orders, impacting reporting and overall data accuracy. To resolve this, we implemented a “Sync Only Active Salesperson”… Read More »