Sage CRM

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  • 1.  Has anyone been able to bring a UDF from Sage 100

    Posted 04-04-2016 13:47
    Has anyone been able to bring a UDF from Sage 100 into CRM & have it editable? Or have a CRM field that is editable in Sage 100, on the Company/Customer level? I can bring a Sage 100 UDF into CRM as a read-only, but a client is looking for more. Thanks!


  • 2.  RE: Has anyone been able to bring a UDF from Sage 100

    Posted 04-04-2016 13:50
    It requires a customization and you will need to figure out how the field gets updated in Sage 100 if it is updated in Sage CRM, and vice versa.


  • 3.  RE: Has anyone been able to bring a UDF from Sage 100

    Posted 04-04-2016 13:55
    Have you seen this accomplished? I have a System DSN working now to bring the AR_Customer table into CRM so the fields can be viewed, but I dont know how to tap into the native sync logic or create another logic to make those changes go back to Sage 100. Was hoping someone has done this, knows of an MD that could quote this, or knows this is a hard ""no"" & can't be done.


  • 4.  RE: Has anyone been able to bring a UDF from Sage 100

    Posted 04-04-2016 14:06
    We have proposed it several times. Usually customers have said that they aren't interested in spending the money. There is no cheap way of doing it that I know of. Cheap is relative though ... does your customer have a definite need? Does it have high value? If so, you should discuss with an MD.


  • 5.  RE: Has anyone been able to bring a UDF from Sage 100

    Posted 04-04-2016 22:09
    Sdata update??