Sage CRM

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  • 1.  Sage CRM with Sage 100 2013 Advanced/premiumHas a

    Posted 03-22-2013 13:03
    Sage CRM with Sage 100 2013 Advanced/premium Has anyone worked with the Quick Orders/Quotes feature yet? It is supposed to open up the ability to process orders using the URL and not having to be logged into the server. We are in the proces of getting it up and running but not quite there yet. Running into a few technical difficulties.


  • 2.  RE: Sage CRM with Sage 100 2013 Advanced/premiumHas a

    Posted 03-25-2013 07:21
    Haven't done this yet, but I'm interested in hearing how it goes. If I do get one of these, I'll let you know what I learn.


  • 3.  RE: Sage CRM with Sage 100 2013 Advanced/premiumHas a

    Posted 03-26-2013 05:59
    We have a virtual server set up with Sage 100 Advanced & CRM. So far the ""quick order"" function returns a page with an error when clicked. Everything appears to be installed according to the very limited documentation provided. Next up is a call to the Sage folks. After installing the quick order addin you will find a new field on the user maintenance panel. At the bottom. You choose which order type for that user (quick order/standard order). That wasn't easy to find either!


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