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Select Customer Relationship Management Main menu > CRM Server Options.
This task is available only if the Accounts Receivable and Sales Order modules are set up.
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Use CRM Server Options to create a Sage CRM instance ID for each of your Sage CRM installations. The record for each instance ID includes server access parameters for the Integration Engine and the Sage CRM SQL server. Additionally, use this task to specify whether changes to customer information made in Sage CRM automatically update the customer information in Sage 100, and what activity is recorded in the CRM Activity Log.
When you have finished setting these options and click Accept, the Integration Engine automatically loads all data from Sage CRM into Sage 100. After options are set up and accepted, you can click Load Sage CRM Data to perform a manual synchronization of data between Sage CRM and Sage 100.
Note If you enter an instance ID that was previously deleted, you must run the Rebuild CRM utility to load the Sage CRM data.
Use the instance IDs created in this task to define additional settings for your Sage 100 companies in CRM Company Options.
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