When using CRM with SAGE 300 ERP integration, and using a New Quote or Order from a company which is not yet integrate with Sage 300 ERP, there is a "new address" for customer to enter address releated fields, however, since this is not integrate with ERP yet, there is no place to enter contact information such as Name, phone number, fax number, etc.

Suggestion is to either include those field in New Address or another tab which can enter contact information.

by: Terry W. | over a year ago | Customer Mgment (CRM)