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Integration

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Sage 200 CRM to have a Discount percentage

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...
Robert Brailsford over 9 years ago in CRM 0 Idea Accepted - Gauging Support

Sage 200 CRM Installer improvments

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...
Guest almost 10 years ago in CRM 0 Idea Accepted - Gauging Support

Integrate Exchange Rate between Sage 200 and Sage CRM

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...
Guest almost 10 years ago in CRM 0 Idea Accepted - Gauging Support