Sage 100

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  • 1.  How to remove SageCRM from a client Sage 100 (v2015) installation

    Posted 02-03-2021 12:45
    We are planning to upgarde the client to v2020.1.  They do not use (or want to use - never really used) SageCRM.  

    Is there a way to either:
    1. Remove it from v2015 prior to upgrading them to v2020 (on a new server)?
    2. Install 2020 and migrate without SageCRM?

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    Barbara Goldstein
    Sr. Consultant
    DSD Business Systems
    San Jose CA
    800.627.9032 x221
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  • 2.  RE: How to remove SageCRM from a client Sage 100 (v2015) installation

    Posted 02-03-2021 12:57
    I've upgraded folks with SageCRM integrated with Sage 100 - you have to upgrade in steps, leapfrogging systems.  And, I think the only thing you need to do is turn-off/disable the link in Sage 100, by deleting records in the Customer Relationship Management > CRM Company Options and CRM Server Options.  I don't believe Reinitializing the table is an option, as it isn't in the list.  There may be a file in the CRM folder that can be renamed or moved in Windows File Explorer. Perhaps @Basil Malik has a suggestion.​

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    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
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  • 3.  RE: How to remove SageCRM from a client Sage 100 (v2015) installation

    Posted 02-03-2021 15:15
      |   view attached
    Here is a KB that worked for me a few years back.  I believe @John Wilder gave it to me.
    ​

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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    Attachment(s)

    pdf
    HowToRemoveCRM.pdf   43 KB 1 version
    Original Message


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