CRM

Although the connector allows users tocreate/view/edit Quotes from CRM you only have this ability if you look at the quotes against a specific Company/Account and/or a specific Opportunity. Wouldn&t it be nice if you could also do the followin...

To provide a scheduling tool for tasks that in turn integrates with MS Outlook Calendar, but also with Sage 200 Project Accounting and Sage 200 CRM. The current WTE assumes that all work is carried out against cost buckets of project item(s). In r...

Sage 200 CRM already has the discount value, but not the discount percentage on quotes or orders synchronised from Sage 200. This means when you do a merge to a quotation template in Sage 200 CRM you can not show the discount percentage on a quota...

Currently an the installer for Sage 200 CRM is pretty much the same as the standard CRM Standalone installer other than changing some labels. Post install of CRM there are a lot of manual steps required such as changing folder permissions changing...

Allcurrencies present in Sage 200 have to be added to Sage CRM or integration will fail, but the exchange rates are not maintained as part of the integrationand therefore need to be updated in two places. I would suggest that on an integrated Sage...