Linking CRM records to Existing Sage 50 accounts

In CRM go to Contacts and find the Company or Individual that you want to link to Sage

Click the Sales and Purchases tab

Click the Link to Sage 50 button, the Link to Sage 50 Window will appear

In the Action drop-down, select Link to Existing Sage 50 Account

Enter the Sage Account Code that you want to link to, then click the Link to Sage 50 button.

CRM will locate the record in Sage, and pull through the current balance and account status. Once this is complete, this information will show on the Sales and Purchases tab of the record:

Now that this Contact is linked to Sage, you can create invoices against it