In today’s competitive business environment, having quick access to accurate customer financial and sales data is essential for making informed decisions. To help organizations gain better visibility into customer performance, we have introduced a “Sync Custom Field” button on the Company screen. We have a routine which syncs the This enhancement allows users to synchronize… Read More »
In our previous blog post, we discussed about creating additional Contacts and addresses in Sage 100 ERP from Sage CRM. Similarly, user can add Additional Contacts and addresses in Sage 100 ERP which will get updated to Sage CRM on real time basis. But an Organization may want to sync the data only in one… Read More »
Everyone must be aware that standard Sage CRM system allows us to integrate with the Sage Accpac system. We have developed many routines for showing data from Sage Accpac in Sage CRM. I would like to explain one of the functionality of Sync Dropdowns using a new field lookup in Accpac.Let’s say assume you want… Read More »
