CRM Server Options

 

Window Details

 

How Do I...

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Set Up Customer Relationship Management for a New Company

Overview

 

Load Sage CRM Data

Fields

 

 

 

 

Related Topics

 

 

CRM Activity Log

Salesperson Maintenance

Customer Relationship Management FAQs

Salesperson User Mapping

Accounts Receivable Options

CRM Company Options

 

Navigation

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.

Overview

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.

Fields

 

Sage CRM Instance ID

Password

Instance Name

(Allow Changes in Sage CRM to Update) Customer Name

Integration Server Name

(Allow Changes in Sage CRM to Update) Customer Billing Address

Integration Server Port ID

(Allow Changes in Sage CRM to Update) Customer Contacts Related to Primary People

Sage 100 User Logon

(Allow Changes in Sage CRM to Update) Customer Contacts Related to Other People

Sage CRM SQL Server Name

(Allow Changes in Sage CRM to Update) Customer Ship-To Addresses

Sage CRM SQL Database Name

(Log Activity) Sage CRM Record Creation

Sage CRM Web Portal Address

(Log Activity) Sage CRM Note Creation

SQL Server Uses Integrated Logon

(Log Activity) A/R Record Creation

Logon

(Log Activity) Synchronization

 

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