ERP User Mapping with Sage CRM User

User can map Sage CRM users with Sage 100 users. So that when a user promotes order/customer from CRM, in the Sage 100 the created by user should be set as the mapped user. For more info, kindly refer blog link. https://www.greytrix.com/blogs/sagecrm/2014/08/29/sage-100-user-mapping-with-sage-crm-user/

To map Sage 100 users with Sage CRM users, please follow below steps:

  • Log in to Sage CRM.

  • Navigate to Administration -> Users -> Users

  • Select the user you want to map.

  • Click on Change button.

  • In the “More User Details” panel, enter User ID and password of Sage 100 user with which you want to map.

Note: If Sage CRM User is not mapped with any Sage 100 user, then by default it takes the Sage 100 user which is used for configuration.

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