Ideas

Showing 29

Ensure Full Compatibility of Sage 200 with New Outlook Before 2029

With Microsoft Outlook Classic support ending in 2029, Sage 200 needs to ensure full compatibility with the New Outlook application. This includes maintaining existing integrations, such as email functionality and the use of Report Designer, so th...

Pete Pete about 1 year ago in Email / Emailing 0 Idea Accepted - Gauging Support

7 VOTE

Allow expressions to determine email attachments

I have spent ages merging the format of 3 company invoices into a master layout The site now have a need to include T&C as an email attachment but the attachments are fixed file, no ability to select attachment A or B depending on some expression

Andrew Dunn 12 months ago in Emailing 0 Idea Accepted - Gauging Support

5 VOTE

Save and print button on create quotation screen

When creating quotation's in sage it would be ideal to have a save and print button.

Craig Ingram 11 months ago in New/Amend Quote 5 Already Exists

8 VOTE

Quotations - Allow to amend/edit a line without having to delete and add a new line at the bottom and having to move it up to be in the same place

We have quotes for clients that are in a order so it might be say Plot 1, Plot 2 etc with the relavant product under that heading. The customer then changes the length or colour and you can't edit that line. You have to delete and then re-add a li...

Roy Hughes over 1 year ago in New/Amend Order / New/Amend Quote 5 Idea Accepted - Gauging Support

34 VOTE

Allow the message body in email settings to be amended with Fields from a Customer account

I think it would be useful to be able to populate parts of the message body in email settings in report designer with customer fields such as contact name, order number on invoices, but also on other options such as purchase orders etc.

Guest over 6 years ago in Emailing 0 Idea Accepted - Gauging Support

3 VOTE

Unable to see stock levels when creating a quotation

When creating a quote there is no easy way to see if the items are in stock and can be supplied immediately unlike when a full sales order created. Often we are asked for a quotation, which can be accepted the same day and only then do we find out...

Robert Lewis 9 months ago in New/Amend Quote 0 Idea Accepted - Gauging Support

9 VOTE

Allow Quotation revision functionality

Currently each quote is created as a unique entry, a customer may request a change, but the original quotation is still valid, can a revision sequence be created so that all details for the project remain under 1 quote.

Rebecca Knight about 2 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

5 VOTE

When you copy a quotation the Fx rate also copies across to your new quote

We update exchange rates in Sage 200 on a monthly basis with rates from HMRC. We've just noticed that when a new quotation is created using the 'copy quotation button', it will also copy the exchange rates from whenever the original quote was crea...

John Wilkins over 1 year ago in New/Amend Order / New/Amend Order / New/Amend Quote 2 Idea Accepted - Gauging Support

35 VOTE

Add outlook signature when emailing documents from Sage

Currently if you print a document form sage and select to email any signature on the outlook account is ignored . It would be a good idea if when creating the signature could be pulled through onto the email automatically.

Guest almost 10 years ago in Emailing 0 Idea Accepted - Gauging Support

2 VOTE

Change pricing structure for all items in an order with 1 click

For Account customers, when you enter a new order, all items are assigned to the customer's specific pricing band. The same thing happens with Cash customers but if you want to change to a different pricing band, you have to do this manually for e...

Gordon Kerr over 1 year ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

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