Chapter 2: Customer Integration

Promote Sage CRM Company to Sage 100.

Linking a Sage CRM Company with a Sage 100 customer.

Unlinking a Sage CRM Company and Sage 100 customer.

Updating the Sage 100 Customer from Sage CRM.

Promote Sage CRM Person to Sage 100 as Contact.

Update Sage 100 Contact from Sage CRM

Promote Sage CRM Address to Sage 100 Address.

A message about the Credit limit appears on the Company summary screen

Order Entry from within Sage CRM into Sage 100.

Streamline Order Promotion using Sage 100 Sdata.

Bulk Order Promotion

Edit Order

Kit Item Functionality.

QLE Enhancement

BOM Functionality

Create AR Invoice from Sage CRM into Sage 100.

Create Customer from Sage 100 into Sage CRM.