{"id":502,"date":"2015-01-21T13:31:48","date_gmt":"2015-01-21T13:31:48","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagemas\/?p=502"},"modified":"2025-04-28T11:07:19","modified_gmt":"2025-04-28T11:07:19","slug":"launch-sage-crm-from-your-sage-100-erp-workstation","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2015\/01\/21\/launch-sage-crm-from-your-sage-100-erp-workstation\/","title":{"rendered":"Launch Sage CRM from your Sage 100 ERP workstation"},"content":{"rendered":"\n<p>Many a time, clients come with a requirement where they want to launch Sage CRM from their Sage 100 ERP workstation. It can be done by adding a custom button to your Sage 100 ERP application\u2019s toolbar of your workstation. Using this button, Users can launch Sage CRM from within the Sage 100 ERP environment.<\/p>\n\n\n\n<p><span style=\"color: #993300;\"><strong>New Stuff<\/strong><\/span>: <a title=\"Creating Sage 100 ERP Primary contact from sage CRM\" href=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/11\/29\/creating-sage-100-erp-primary-contact-from-sage-crm\/\" target=\"_blank\" rel=\"noopener\">Creating Sage 100 ERP Primary contact from sage CRM<\/a><\/p>\n\n\n\n<p>Let\u2019s see the steps to be followed for the same,<br>1. Create a new Shortcut for Sage CRM. To create a shortcut please follow below steps:<br>&#8211; Right click on screen and select new shortcut.<br>&#8211; In the location textbox, give the URL of CRM. Then click on next.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2015\/01\/CRMImage01-1.png\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2015\/01\/CRMImage01-1.png\" alt=\"Creat Shortcut\" title=\"Creat Shortcut\"\/><\/a><\/figure><\/div>\n\n\n<p>&#8211; In the \u2018Name\u2019 textbox, give the instance name of CRM. Then click on Finish.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2015\/01\/CRMImage02-1.png\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2015\/01\/CRMImage02-1.png\" alt=\"Create Shortcut for CRM\" title=\"Create Shortcut for CRM\"\/><\/a><\/figure><\/div>\n\n\n<p><a href=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/CRMImage02.png\"><br><\/a><br>2. After shortcut is created, login to your Sage 100 ERP workstation.<br>3. Right click on upper panel toolbar and select \u2018<strong>Customize\u2019<\/strong> option.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2015\/01\/CRMImage03-1-1.png\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2015\/01\/CRMImage03-1-1024x472.png\" alt=\"CRM\" class=\"wp-image-507\" title=\"CRM\"\/><\/a><\/figure><\/div>\n\n\n<p><a href=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/CRMImage03.png\"><br><\/a><br>4. Select <strong>Custom Buttons<\/strong> tab and click on <strong>New Program<\/strong>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2015\/01\/CRMImage04-1.png\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2015\/01\/CRMImage04-1.png\" alt=\"Customize\" title=\"Customize\"\/><\/a><\/figure><\/div>\n\n\n<p><br>5. Browse to the location where the new shortcut is located.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2015\/01\/CRMImage05-1.png\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2015\/01\/CRMImage05-1.png\" alt=\"Browse\" title=\"Browse\"\/><\/a><\/figure><\/div>\n\n\n<p><a href=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/CRMImage05.png\"><br><\/a><br>6. In the file name, select the shortcut file and click on open button.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2015\/01\/CRMImage06-1.png\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2015\/01\/CRMImage06-1.png\" alt=\"Customize CRM\" title=\"Customize CRM\"\/><\/a><\/figure><\/div>\n\n\n<p>7. Click on <strong>Apply<\/strong> and then <strong>OK<\/strong>.<br>8. Now an icon will be created on the upper panel of Sage 100 ERP. This icon can be used to launch Sage CRM login screen by clicking on it.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Many a time, clients come with a requirement where they want to launch Sage CRM from their Sage 100 ERP workstation. It can be done by adding a custom button to your Sage 100 ERP application\u2019s toolbar of your workstation. Using this button, Users can launch Sage CRM from within the Sage 100 ERP environment.\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2015\/01\/21\/launch-sage-crm-from-your-sage-100-erp-workstation\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[182],"tags":[304,436,437],"class_list":["post-502","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-gumumas","tag-sage100","tag-sagecrm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>From your Sage 100 ERP workstation, launch Sage CRM.<\/title>\n<meta name=\"description\" content=\"Know how icon will be created on the upper panel of Sage 100 ERP. 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