{"id":24912,"date":"2020-10-31T09:44:39","date_gmt":"2020-10-31T09:44:39","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24912"},"modified":"2020-11-19T12:55:35","modified_gmt":"2020-11-19T12:55:35","slug":"mapping-sage-300-salesperson-to-crm-user","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/31\/mapping-sage-300-salesperson-to-crm-user\/","title":{"rendered":"Mapping Sage 300 Salesperson to CRM user"},"content":{"rendered":"\n<p>Recently we have one customization request from the client for mapping of Sage 300 salesperson to Sage CRM users. To do this customization we have created one functionality from where users can map and set manually Sage 300 Sales Person to Sage CRM users. This functionality developed to integrate Account Manager of Company in Sage CRM with Sage 300 Sales Person.<\/p>\n\n\n\n<p><strong><em>New Stuff:<\/em><\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/12\/display-the-records-count-in-companys-top-content\/\">Display the Records Count in Company\u2019s Top Content<\/a><\/p>\n\n\n\n<p>In this blog, we discussed how we can map Sales Person and CRM users. So that when a new customer is created with a mapped salesperson in Sage CRM then the Account manager got set automatically when this functionality processed. Also, we can set territory of the company using Sage CRM user\u2019s home territory. Refer below steps and screenshots of the mapping process.<br><br>After implementation of the above Customization user can see below new screens and option in Sage CRM.<\/p>\n\n\n\n<p>Navigate to Administration section, there is new option is available as \u2018<strong>Sage 300&nbsp; Customization<\/strong>\u2019<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/Img_1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/Img_1.png\" alt=\"Sage 300 Customization\"><\/a><font size=\"2\"><center><i>Sage 300 Customization<\/i><\/center><\/font>\n\n\n\n<p>Navigate to Administration section, there is new option is available as \u2018<strong>Sage 300&nbsp; Customization<\/strong>\u2019<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/Img_2.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/Img_2.png\" alt=\"Map Sage 300 user\"><\/a><font size=\"2\"><center><i>Map Sage 300 user<\/i><\/center><\/font>\n\n\n\n<p>When the user clicks on \u2018Map CRM User\u2019. It navigates to below screen. Where user can see all the configured Sage 300 companies (Database) in Sage CRM. Users can select a Company from which they want to map salespersons and click on Next.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/Img_4.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/Img_4.png\" alt=\"Mapping Salesperson\"><\/a><font size=\"2\"><center><i>Mapping Salesperson<\/i><\/center><\/font>\n\n\n\n<p>On click of Next user navigates to below screen. Where all the active salesperson from selected Sage 300 Company (Database) is shown, for mapping. If there are multiple number of Sales Persons then user can find, on the same Screen using \u2018Sales Person\u2019 text field and Find Button.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/Img_5.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/Img_5.png\" alt=\"Sales Person list\"><\/a><font size=\"2\"><center><i>Sales Person list<\/i><\/center><\/font>\n\n\n\n<p>On this screen in \u2018<strong>Sage CRM Users<\/strong>\u2019 column all the enabled Sage CRM users are available for the mapping with Sage 300 Sales person. User can select from dropdown and click on \u2018<strong>Save\u2019<\/strong> for Save the changes.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/Img_6.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/Img_6.png\" alt=\"AR Customer\"><\/a><font size=\"2\"><center><i>AR Customer<\/i><\/center><\/font>\n\n\n\n<p>When the functionality processed it will update the mapped Sage CRM user for the Customers in Sage CRM. For example in Sage 300 will set salesperson \u2018Bill Bhaisson\u2019 for Customer \u2018Mr. Ronald Black\u2019. Refer below screenshot.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/Img_7.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/Img_7.png\" alt=\"Mapped User\"><\/a><font size=\"2\"><center><i>Mapped User<\/i><\/center><\/font>\n\n\n\n<p>we have mapped CRM user \u2018<strong>William Dolan<\/strong>\u2019 with Sage 300 sales person \u2018<strong>Bill Bhaisson<\/strong>\u2019. Refer below.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/Img_8.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/10\/Img_8.png\" alt=\"Customer Summary Screen\"><\/a><font size=\"2\"><center><i>Customer Summary Screen<\/i><\/center><\/font>\n\n\n\n<p>When functionality processed it will update and set the Account manager as per the mapped sales person. As per the above example, it will update Account manager as \u2018<strong>William Dolan\u2019<\/strong> for customer \u2018<strong>Mr. Ronald Black\u2019<\/strong><\/p>\n\n\n\n\n\n<p>Using this customization user can easily mapped the Sage 300 sales person and Sage CRM users. And it will automatically update the account manager for the Customer in Sage CRM. By adding some extra logics we can also set territory of the company. We can set home territory of Account manager to the company.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners 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.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Recently we have one customization request from the client for mapping of Sage 300 salesperson to Sage CRM users. To do this customization we have created one functionality from where users can map and set manually Sage 300 Sales Person to Sage CRM users. This functionality developed to integrate Account Manager of Company in Sage\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/31\/mapping-sage-300-salesperson-to-crm-user\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[327,235,285,332,417],"tags":[534,4255,2120,2223,2225],"class_list":["post-24912","post","type-post","status-publish","format-standard","hentry","category-sage-300","category-mapping-sage-crm","category-person","category-sage-crm","category-user","tag-administrative-rights","tag-sage-300-database-mapping","tag-sage-crm-user","tag-salesperson","tag-salesperson-mapping"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Mapping Sage 300 Salesperson to CRM user - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/31\/mapping-sage-300-salesperson-to-crm-user\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Mapping Sage 300 Salesperson to CRM user - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Recently we have one customization request from the client for mapping of Sage 300 salesperson to Sage CRM users. 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