If the Sage CRM Opportunity field is filled on a Sales Order when viewed from Sage 100 or the Sales Order screen was launched from Sage CRM, the Customer No. field is not active and is view only. We would like the link to customer maintenance to be active/functional.

by: Michele H. | over a year ago | Customer Mgment (CRM)

Comments

• Great idea! This would be great for a quick link for someone dealing with that customer! I hope the engineers are willing to update this.

  by: Mike A. | over a year ago

• It would be a timesaver.

  by: Larry B. | over a year ago

• A great tool to be more efficient in documenting and tracking Sales/Marketing Opportunities with our customers.

  by: Thomas K. | over a year ago