Sage CRM

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  • 1.  CRM Company Account Manager sync to AR Salesperson

    Posted 07-16-2025 19:57

    Is there a way to keep these in sync? 

    The Salesperson User Mapping is setup, linking the 3 values together. (Once salespeople are created in Sage 100, you can use Salesperson User Mapping in Sage 100 to map the Sage 100 user to the appropriate CRM user and AR Salesperson (Customer Relationship Management, Main, Salesperson User Mapping))

    Is there not a relationship between the AR Salesperson & that company's CRM Account Manager? What is the point of the AR Salesperson getting mapped to the CRM/100 users if they don't actually sync? I have a client that wants these to stay synced, so if they change it on one side, it matches on the other. Suggestions on what others are using to maintain this.



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    Dana Young
    Lehman Wesley
    Lansing, MI
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  • 2.  RE: CRM Company Account Manager sync to AR Salesperson

    Posted 07-16-2025 20:23

    So the only time it matches up anything is when the account is first made.  After that absolutely nothing syncs account manager with salesperson changes in Sage 100.  Your easiest way to fix it is a scheduled stored procedure in the CRM database that cleans-maps as you want.

    Annoying for sure....



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    Chris Mengerink
    Partner
    DWD Technology Group
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  • 3.  RE: CRM Company Account Manager sync to AR Salesperson

    Posted 07-16-2025 20:28

    That was basically what I was afraid of. Dang it. 

    Thanks for the quick reply & confirming I wasn't going crazy. I'll map it via SQL like other custom fields.



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    Dana Young
    Lehman Wesley
    Lansing, MI
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