Error when trying to access Sage 300 data from within CRM Company Records
Cause:Sage 300 credentials linked to a CRM user have been deleted or have changed.
Resolution:
In the Sage CRM Administration section | Users go into the corresponding user that is having the issue and click CHANGE. Under the Sage 300 section, at the bottom of the page, enter the Sage 300 Username/Password (you can test by trying to log into Sage 300 with it first) associated with that user (NOTE: if you use a generic user account for all Sage CRM users make sure that it is still active and able to log into the Sage 300 database you are trying to integrate with).
Related Articles
Error when trying to open new Order within CRM
Order/Quotes depend on Sage 300 tomcat service. Double check if sage 300 tomcat is running. Try restarting the service.
Sage CRM Mobile error when adding note
Error related to CRM Mobile App when adding a Note or trying to Sync data back to the server. Download Error The current operation couldn't be completed. (NSURLErrorDomain error - 1012). Cause: Certain CRM views were not properly installed for the ...
CRM freezes when updating Company record linked to Sage 300
The issue was due to the "NET://" was not at the beginning of the location field within the Sage 300 Company Setup so once that was applied it fixed the issue with syncing from CRM to Sage 300.
"An error has occurred" via Sage CRM Mobile App
1. For making the web URL visible on mobile devices<br/><br/> => Go to <CRM Insatllation drive>\CRM\tomcat\conf\ <br/> => Open server.xml<br/> => Add address="0.0.0.0" to Connector string e.g. <Connector port="8080" protocol="HTTP/1.1" ...
Add or activate "ADD File" tab for users within Sage CRM
A user must be set as either a System Administrator or Info Manager (with Document Library Rights) in order to see the DROP FILES HERE button in the Shared Documents screen under MY CRM. For Documents tab within customer account, make sure that the ...