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? • Enforce MFA, rather than allow users to turn on/off as they wish. • Maximu...
Microsoft Integration - Post transactions from Outlook into Sage 200
Enhance Sage Contact to allow a transaction to be posted from Outlook into Sage 200. For example, you receive a supplier invoice via email and can submit that as a transaction without leaving Outlook
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? Further to disable the ability for users to remember this setting on this dev...
CRM connector - the ability to allow custom Sage 200 fields to be surfaced via CRM out of the box
CRM connector – the ability to allow custom Sage 200 fields to be surfaced via CRM out of the box, for example, surface Sage 200 analysis fields within CRM
Guest
over 7 years ago
in CRM
1
Will not implement
CRM connector quotes and orders. - use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM
CRM connector – quotes and orders. The ability to use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM. (i.e. rather than at a Company level). This will allow an association between the quotes and orde...
Guest
over 7 years ago
in CRM
1
Will not implement
If you use the &Connector& to link to CRM you are restricted to only being able to Quote to a Prospect in GBP... The system should support the standard functionality of setting the currency against the Quote not being restricted to a defau...
Guest
almost 8 years ago
in CRM
1
Will not implement
Improved access to Quotes from CRM via the Connector
Although the connector allows users tocreate/view/edit Quotes from CRM you only have this ability if you look at the quotes against a specific Company/Account and/or a specific Opportunity. Wouldn&t it be nice if you could also do the followin...
Guest
almost 8 years ago
in CRM
1
Will not implement
In Sage 200 you can copy an account and amend the details after. Within CRM you cannot do this. Customer would like the ability to take a current account, copy it and amend fields. Then this will be linked to Sage 200.
Guest
over 5 years ago
in CRM
1
Will not implement
SageCRM Connector Quote/Order should just work better! +ideas hub discussion starter
Sage CRM connector should do the following out-of-the-box: Set "requested date" on the order or per line. Setting a default warehouse or viewing an analysis code are also not possible! Set a default warehouseSet address info, nominal codesView/Set...
Guest
over 7 years ago
in CRM
1
Will not implement
