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Linking a Serial Number from Sage 100 to a CRM Case

  • 1.  Linking a Serial Number from Sage 100 to a CRM Case

    Posted 06-30-2021 12:45

    In this video with Sage CRM Project Manager April Braun, she shows how, in one of her projects, we are allowing the CRM user to link a Serial Number from within Sage 100 to a Sage CRM Case. 

    The key benefit here is that the user does not have to physically log in to Sage 100 to grab the serial number. The video also covers linking an RMA number to a case. Sage CRM is a very practical tool for managing all customer service issues. This can be RMAs or otherwise. 



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    Dan Cousins 416.233.3188
    My CRM Manager
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