I really don't know the technical details of what you are referring to. If you are opening something in CRM that looks like SO Data Entry, it could be the actual Sage 100 program that you are using. If you are entering a CRM Opportunity, that would be an import to Sage 100 as an SO.
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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
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Original Message:
Sent: 05-06-2026 10:33
From: Beth Bowers
Subject: Quick Question re CRM
This is Sage CRM - it's not really importing, it's data entry from within Sage CRM
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Beth Bowers
Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
(269) 358-0989
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Original Message:
Sent: 05-06-2026 10:28
From: Kevin Moyes
Subject: Quick Question re CRM
The main question is whether the CRM integration / import triggers the column event. Some Sage programming avoids column events, but I expect the SO import from CRM won't be doing that... although it is technically possible.
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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
Original Message:
Sent: 05-06-2026 10:23
From: Beth Bowers
Subject: Quick Question re CRM
It's a BOI script - when you are first entering the order, if you change the Contact field to one of the saved Contacts, it changes the Email address on the order to the email saved with that Contact.
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Beth Bowers
Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
(269) 358-0989
Original Message:
Sent: 05-06-2026 09:53
From: Kevin Moyes
Subject: Quick Question re CRM
A Sage 100 script wouldn't change what's in CRM (unless order edits are pushed up into CRM by the integration), but a BOI event script should work on changing the Sage 100 value (...depending on the script trigger).
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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON