CRM Server Options

CRM Server Options - Fields

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Sage CRM Instance ID

Enter a Sage CRM instance ID or click the Lookup button to list all instance IDs. Click the Next Instance ID button to use the next available instance ID. An instance ID must be created for each Sage CRM installation that will be integrated with a Sage 100 company. This field accepts numeric characters only.

Instance Name

Type a name to identify this instance ID. This name appears only in this task and in CRM Company Options to help identify this instance of Sage CRM.

Integration Server Name

Type the name of the server where the Integration Engine is located.

Integration Server Port ID

Type the TCP/IP port to use for the server where the Integration Engine is located.

Sage 100 User Logon

Enter the Sage 100 user logon that the Integration Engine will use to communicate with Sage 100, or click the Lookup button to list all user logons. The user must have access to the Sales Order, Accounts Receivable, and Customer Relationship Management modules. Be sure to enter a logon that will not be used by any other users; it must be used exclusively by the Integration Engine to synchronize data with the Sage CRM system.

There are no security access requirements for the selected user logon. This field is available only if the Use Unified Logon check box is cleared in System Configuration.

Sage CRM SQL Server Name

Type the name of the server where the SQL Server database used by Sage CRM is located.

Sage CRM SQL Database Name

Type the name of the Sage CRM SQL database to integrate with Sage 100.

Sage CRM Web Portal Address

Type the URL of the Sage CRM software installation. The URL entered in this field is used to access Sage CRM from the Desktop.

Entry Sample

http://servername/CRM/eware.dll

SQL Server Uses Integrated Logon

Select this check box if the Sage CRM SQL server uses integrated Windows Authentication. If the SQL server uses a separate administrator logon, clear this check box and then type the logon and password in the Logon and Password fields.

Logon

Type the user logon that is used for administrative access to the Sage CRM SQL server. This field is available only if the SQL Server Uses Integrated Logon check box is cleared.

Password

Type the password for the Sage CRM SQL server administrator logon. This field is available only if the SQL Server Uses Integrated Logon check box is cleared.

(Allow Changes in Sage CRM to Update) Customer Name

Select this check box to let Sage CRM users change the names of Sage CRM companies that are related to Accounts Receivable customers. Changes to a Sage CRM company name are automatically updated to the related Accounts Receivable customer name.

Clear this check box if you do not want to let Sage CRM users change the names of Sage CRM companies that are related to Accounts Receivable customers.

Note If this check box is cleared, Sage CRM users can still make changes to the names of Sage CRM companies that are not related to Accounts Receivable customers.

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

Select this check box to let Sage CRM users change the address used as the billing address in Sage 100 Accounts Receivable. The changes made in Sage CRM will be automatically updated to Sage 100.

Clear this check box if you do not want to let Sage CRM users change the Accounts Receivable billing address within Sage CRM.

Note If this check box is cleared, Sage CRM users can still make changes to the default address for Sage CRM companies that are not related to Accounts Receivable customers.

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

Select this check box to let Sage CRM users make changes to the information for a Sage CRM default (primary) person who is related to an Accounts Receivable customer contact. Changes to the default person's information are automatically updated to the related Accounts Receivable customer contact record.

Clear this check box if you do not want to let Sage CRM users change information for a default person who is related to an Accounts Receivable customer contact. Sage CRM users will still be able to change information for a default person who is not related to an Accounts Receivable customer contact.

Note Even if this check box is cleared, the "Set as default person for company" check box in Sage CRM is available for all people who are related to Accounts Receivable contacts, and selecting it will not affect whether that person is the primary contact in Accounts Receivable. The Sage CRM company's default person is not necessarily the same individual selected as the primary customer contact in Accounts Receivable.

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

Select this check box to let Sage CRM users make changes to information for Sage CRM people (other than the default person) who are related to Accounts Receivable customer contacts. Changes to information for a Sage CRM person are automatically updated to the related Accounts Receivable customer contact record.

Clear this check box if you do not want to let Sage CRM users change information for Sage CRM people who are related to Accounts Receivable customer contacts. Sage CRM users will still be able to change information for Sage CRM people who are not related to Accounts Receivable customer contacts.

Note Even if this check box is cleared, the "Set as default person for company" check box is available for people who are related to Accounts receivable customer contacts.

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

Select this check box to let Sage CRM users change Sage CRM company addresses that are related to Accounts Receivable customer ship-to addresses. Changes to a Sage CRM company address are automatically updated to the related Accounts Receivable customer ship-to address.

Clear this check box if you do not want to let Sage CRM users change Sage CRM company addresses that are related to Accounts Receivable customer ship-to addresses.

Note If this check box is cleared, Sage CRM users can still change Sage CRM company addresses that are not related to Accounts Receivable customer ship-to addresses.

(Log Activity) Sage CRM Record Creation

Select this check box to create a log entry in the CRM Activity Log when a Sage CRM company, contact, or address is created from an Accounts Receivable customer, contact, or address. Clear this check box if you do not want to create a log record in the CRM Activity Log when a Sage CRM record is created from an Accounts Receivable customer, contact, or address.

Note Log entries are not created for new Sage CRM companies, contacts, or addresses that are not related to Accounts Receivable data.

(Log Activity) Sage CRM Note Creation

Select this check box to create a log entry in the CRM Activity Log when a note is written to a Sage CRM company. Notes are written whenever a quote or sales order is created, deleted, or invoiced. Clear this check box if you do not want to create a log record in the CRM Activity Log when a note is written to a Sage CRM company.

(Log Activity) A/R Record Creation

Select this check box to create a log entry in the CRM Activity Log when an Accounts Receivable customer, contact, or ship-to address is created from a Sage CRM company, contact, or address. Clear this check box if you do not want to create a log record in the CRM Activity Log when an Accounts Receivable customer, contact, or ship-to address is created from a Sage CRM company, contact, or address.

(Log Activity) Synchronization

Select this check box to create a log entry in the CRM Activity Log when data changes in Accounts Receivable or Sage CRM and automatic synchronization is performed.

Note The log entry does not record the actual changes made in Accounts Receivable or Sage CRM. To view information about field changes, make the appropriate selection in the Customer Changes to Track field in Accounts Receivable Options.