Sage 200 Form Launching with Remote Desktop / Azure Virtual Desktop
Add support for the Sage 200 Form Launcher in Remote Desktop and Azure Virtual Desktop environment. According to the following article NOTE: Please Note: As of the 2017 R2 release of Sage 200 CRM, Form Launching on RDS/TS environments are no longe...
Alison Alison
10 months ago
in CRM
0
Review Required
It would be useful to have a 'copy from option' on 'create new nominal account'. You could then amend the cost centre/department without having to re-type the nominal name and select reporting and SOFA category.
Guest
about 6 years ago
in New/Amend Account
1
Idea Accepted - Gauging Support
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 8 years ago
in CRM
1
Will not implement
Integrate Exchange Rate between Sage 200 and Sage CRM
Allcurrencies present in Sage 200 have to be added to Sage CRM or integration will fail, but the exchange rates are not maintained as part of the integrationand therefore need to be updated in two places. I would suggest that on an integrated Sage...
Guest
almost 11 years ago
in CRM
0
Idea Accepted - Gauging Support
Allow Cost Centre and Department descriptions in the columns list when looking at the nominal ledger
The nominal ledger and many of the reports would be much more helpful if you were able to display the description of the Cost Centre and Department as well as just the short code. Looking after 3 schools with around 100 departments in each makes i...
Guest
over 8 years ago
in New/Amend Account
0
Idea Accepted - Gauging Support
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 8 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
about 9 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
about 9 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
almost 7 years ago
in CRM
1
Will not implement
