Sage CRM

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  • 1.  IS there a correct way to use the copy company fun

    Posted 01-14-2015 09:31
    IS there a correct way to use the copy company function without messing up CRM integration now that you can no longer uncheck CRM when using copy company?


  • 2.  RE: IS there a correct way to use the copy company fun

    Posted 01-15-2015 08:27
    I am having a similar problem when copying a company I can't disable CRM and its using a user license


  • 3.  RE: IS there a correct way to use the copy company fun

    Posted 01-22-2015 06:33
    Anyone else care to chime in on this question? Thoughts?


  • 4.  RE: IS there a correct way to use the copy company fun

    Posted 01-22-2015 14:18
    Can you not delete the Instance ID in CRM Server Options for the copy company? IT should be a different ID than the live company that in truly integrated with CRM.


  • 5.  RE: IS there a correct way to use the copy company fun

    Posted 01-23-2015 07:56
    It's an issue. @alanniergarth - if you haven't already, contact support and let them know about it. We've been asking for a proper resolution for a while. Wait until you have clients doing data imports in to a Sage 100 integrated instance of Sage CRM. That's where some real fun begins.


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