Add Role > Use With Documents > Select existing role to determine default contact
When adding customer and supplier roles (in ASM) and selecting Use With Document, the new role will be added to the Default contact for the account It would be better if the new role could be added to the Preferred contact of an existing role (if ...
Andrew Dunn
3 days ago
in Account / Account
0
Idea Accepted - Gauging Support
Introduce a way for disconnected logins to be cleared down automatically after a set period of say 1 hour or 1 day etc, currently we have to manually do this, and we only find out when a user reports an issue. Or even if that is not possible some ...
Jo Kirkup
about 2 months ago
in Login/Log Off
0
Idea Accepted - Gauging Support
Small issue - if the end user amends an account (S/L or P/L) and then clicks Save, the UI stays on the same tab (e.g. memos) - this confuses the user as they do not realise that they no longer have an account selected I checked amending N/L and CA...
Andrew Dunn
6 days ago
in Account / Account
0
Idea Accepted - Gauging Support
Sundry Account for Suppliers with editable name and address
When purchasing from a supplier once off it saves creating a new supplier. Changing the name and address on the PO makes it easy to search for their PO in the future.
Stuart Lancaster
about 2 months ago
in Account / New/Amend Order
0
Idea Accepted - Gauging Support
To have the ability to print multiple quotes at once while other people are raising quotes in the system. The same thing for proformas you are prevented from doing this. But you can on SO
David Shearer
7 months ago
in Users
2
Idea Accepted - Gauging Support
Customer would like a built-in enhancement where you can define a set period of time where it logs out a Sage user from the program automatically, in their case, 20 minutes, providing there has been no activity.
Guest
over 8 years ago
in Login/Log Off
3
Idea Accepted - Gauging Support
I would like to be able to view the supplier account information without having to select 'amend Account' as this could potentially result in someone accidentally overwriting existing information. Sage 50 would allow you to view the supplier infor...
Jenna Hughes
about 1 year ago
in Account
4
Already Exists
Remove features which the user does not have access to from the columns list
I have discovered that when removing particular features which appear as a column in the list views, this does not remove the ability to view the column. For example, if i was to remove the feature "view stock buying prices" from a users role, tha...
mollie mcewan
11 months ago
in Roles
2
Idea Accepted - Gauging Support
Small detail but it would be useful to have the number of licence seats in use displayed somewhere in Active Users or on the licence page It's somewhat annoying to manually count through the list!
Andrew Dunn
3 months ago
in Users
0
Idea Accepted - Gauging Support
