I need the ability to pull customer purchase history and other things from my Sage PRO app and have them report into CRM.
Is it possible to write a custom view in CRM that pulls data from the VFP database on the same server? Obviously CRM "talks" to Pro as it will already pull this information, but I need a custom report that pulls line items for each customer for my salespeople. I also want to have reports that populate who purchased what item during certain time periods, etc. I can do this in Crystal currently, but I haven't figured out how to get those reports to tie into CRM data with regard to the client's name, etc.
We are open to working with developers on this and other "wish list" items. Please email me at nathan at preciousmetals dot com for more info.