Ideas

Showing 20

Change the numbering system for Quotes and SOs so they match

Like Sage 50, when you have saved a quote, the number it produces should be reserved for when it is converted to a sales order so they stay streamlined and match up rather than having to reference multiple numbers to link them. This would also mea...

Ella Browell 8 months ago in Convert Quote 0 Idea Accepted - Gauging Support

6 VOTE

Allow multiple processes to take place in the Provisioning portal

Hi,I'd like to request the ability to have more than one ongoing process for a site in the Sage provisioning portal. As things stand if I initiate an on demand backup I then have to wait a good 30 minutes or more before I can initiate another for ...

Stuart Mcalister almost 3 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

4 VOTE

Restore backup from one Company into another in SEOS

In SEOS its not possible to restore a backup from one Company e.g. the Live Company into another e.g. Year End Archive or Training without downloading a bacpac, importing it, running the online migration, creating a new bacpac, uploading it and th...

Guest over 2 years ago in Backups 0 Idea Accepted - Gauging Support

8 VOTE

Sage BMS Online services - Assigning to sites feature - request to improve

Hi, Sage recently introduced authorization features to Sage BMS Online services which now adds an extra safety step when users are assigning to sites but who are not marked as a Customer Administrator or Customer Operations Agent. This is a great ...

Stuart Mcalister over 5 years ago in Assign Sites to Features 0 Idea Accepted - Gauging Support

8 VOTE

Invoice address to copy across to sales orders when converting a Prospect Quotation to the default Cash Account customer

Customers would like the invoice address that is entered against prospect quotations to be copied across the sales order when converting from a prospect quote to the default cash account customer as the invoice address is appearing wrong on the fi...

Guest over 6 years ago in Convert Quote 1 Idea Accepted - Gauging Support

2 VOTE

Change Company Name in Provisioning Portal for Archiving

When you have a company that is wanting to archive and start again to be able to change the name to ARCHIVE to that the company select screen shows Archive. currently you have to copy backup, download and reupload creating new company name with AR...

David Shearer about 3 years ago in Ability To Change Company Name For Archiving 0 Idea Accepted - Gauging Support

5 VOTE

Convert Quote to Order from Amend Quote Screen.

It would be a really good idea to have a button at the bottom of the amend quote form which would allow direct conversion of the quote to an order, instead of having to go through the menu and then find the quotation again. Invariably customers al...

Guest over 10 years ago in Convert Quote 0 Idea Accepted - Gauging Support

1 VOTE

SEOS customer operations agent should be allowed to re-send notifications

On www.sageerponlineservices.com a Customer Operations Agent can add new users. Adding a user that does not have a Sage ID will raise a notification. The customer operations agent should have the ability to re-send the notification

Guest over 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

1 VOTE