Sage CRM

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  • 1.  Client has been doing their own CRM customization.

    Posted 03-24-2016 11:38
    Client has been doing their own CRM customization. A couple days ago they started getting ""Illegal Access Attempt"" when clicking Maintain Relationship in CRM. If its already an established connection & they click Customer Maintenance from CRM, they get ""You can access Sage 100 ERP tasks only if a relationship is created between your Sage CRM Instance and a Sage ERP company."" There is relationship. Integration is running. I can load CRM Data from Sage 100 CRM Server Options. I can make a change on the same customer in Sage 100 & the change will take place on the CRM Company, so the sync works in one direction. I can open every other Sage window from CRM: Maintain a Person relationship, Maintain an Address, Create a New Quote, Create a New Order, Edit an existing Quote or Order. Everything works except the Company link. I tried to add back all the standard fields thinking she removed something that shouldn't have been, but I can't find what is still missing to make this link work again. I opened a case with Sage, but no help. Nothing in the error logs. No errors when running the integration as a service. Sage 100 Standard, v2015 PU3. Sage CRM 7.3 a.


  • 2.  RE: Client has been doing their own CRM customization.

    Posted 03-24-2016 12:23
    From my team: Seems to me that the Sage 100 buttons (Customer Maintenance etc.) is pointing to a different instance. Hover over the Button and check if the URL is pointing to the right Sage 100 Server / Port Check the MAS tables in CRM DB to make sure the connections are setup properly o Select * from MAS_CRMServerOptions o Select * from MAS_Company o Backup CRM Database/ CRM Program Files (including Customization) and re-install the integration piece on the CRM side.


  • 3.  RE: Client has been doing their own CRM customization.

    Posted 03-24-2016 12:59
    Those tables look correct, but when I look at the properties of the Maintain Relationship button, I notice the end of the URL is ...CU_MaintainRelationship_UI~~~) & another install has the Sage 100 company code & instance number between those ~. I will reinstall the integration engine & see if that fixes. Thanks!


  • 4.  RE: Client has been doing their own CRM customization.

    Posted 03-25-2016 04:42
    The reinstall of the integration fixed it. Thank you!