Integration

Allow Administrators to ensure user passwords meet NIST guidelines and also enforce MFA.Could the password policy be configurable or enforced as below by administrators? Minimum password length: 8 characters Password complexity requirements: Enabled

Can suppliers payments set up using the bank feed be allocated to the actual invoice on the supplier account.

You are able to refund Payment with Order and Online Card Receipt transactions with Opayo, however if you import them from Opayo, you are unable to refund. It would be beneficial that Sage200 could do the same as it does with the transactions crea...

There currently is only supported for customers on Business Premium, E1, E3, E5 license types. With Microsoft's increased offerings of 365 subscriptions etc it would be a good idea to include the ProPlus license type. This license type does includ...

Sage 200 CRM already has the discount value, but not the discount percentage on quotes or orders synchronised from Sage 200. This means when you do a merge to a quotation template in Sage 200 CRM you can not show the discount percentage on a quota...

Currently an the installer for Sage 200 CRM is pretty much the same as the standard CRM Standalone installer other than changing some labels. Post install of CRM there are a lot of manual steps required such as changing folder permissions changing...

Perhaps it can be a step on the homepage to say a suggested piece to set up Risk would be that an automated email goes out before the customer is expecting it to

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the excluded customers the wording that appears says: These customers have been excluded from their customer recor...

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) When you then get the...

Businesses are used to knowing their account reference so need to reflect business processes. Provides greater choice and ensures a level of consistency with the ERP