How to run workstation setup on Sage 300 CRM
Steps:
- Start Sage 300 on the workstation you want to set up.
- Select the Sage CRM folder, and then select Workstation Setup.
- If the Sage CRM synchronization component has not yet been installed, a message appears. Click Yes to install the synchronization component, and then follow the instructions provided by the setup wizard.
- A message informs you if the workstation is currently set up to
communicate with Sage CRM.- Note: This message appears even if the communication connection
between Sage CRM and Sage 300 is not successful. You can test the connection in a following step.
- Note: This message appears even if the communication connection
- Click Close. The E/W Sage CRM Workstation Setup screen appears and displays the Web Services URL.
- To test the connection, click the Test button.
- Click Close to exit.
- Note: If you move Sage CRM to another installation location or to a
different server, you must rerun the Sage CRM Setup program and
the Sage CRM Workstation Setup utility.
- Note: If you move Sage CRM to another installation location or to a
Support
If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.