Sage 200 UKI Ideas Portal

CRM connector quotes and orders. - use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM

CRM connector – quotes and orders. The ability to use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM. (i.e. rather than at a Company level). This will allow an association between the quotes and orders and the sales enquiry

  • Guest
  • Aug 3 2017
  • Will not implement
CRM
  • Admin
    Jo Kirkup commented
    8 Dec, 2023 09:40am

    Sage CRM connector has been retired, connection between Sage 200 Professional or Sage 200 Standard with Sage CRM is still possible via ISV connector. Closing the idea as this will not be implemented.