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  • 1.  How to turn off CRM integration

    Posted 01-23-2019 18:06
    Hi Sage CRM folks...

    We have a customer who "experimented" with Sage CRM, using the one license that came with their system.  They abandoned the project, but now the presence of CRM integration is making their upgrade more complicated, as it is requiring system files to be migrated every time,.....

    Does anyone know exactly what needs to be done, and in what order to "turn off" the Sage CRM integration to the one company they set up,
    so the migration to 2018 works "normally " ???

    Thanks
    Jeff

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    Jeff Fiddelman
    Exeplex, LLC
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  • 2.  RE: How to turn off CRM integration

    Posted 01-23-2019 21:27
      |   view attached
    This may help.

    ------------------------------
    Jeff Schwenk
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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    Attachment(s)

    pdf
    How to remove CRM Integration KB 73826.pdf   33 KB 1 version


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