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CRM

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Order and Quote printing to use CRM contact Details (Sales, Marketing and Service)

When printing quotes and orders, the connector merge will only ever use the 1st SLCustomerContact in SQL with the SLCustomerAccountID of the 200 Customer being printed for - There&s no way to specify (either in CRM or 200) a particular name an...
Guest over 7 years ago in CRM 1 Will not implement

CRM Connector to integrate supplier records to mirror functionality of legacy "sage 200 crm"

CRM Connector to integrate supplier records to mirror functionality of legacy "sage 200 crm" We have a number of users that work with less than 10 customers and upwards of 200+ suppliers so this functionality is critical to them. It is my understa...
Guest almost 8 years ago in CRM 1 Will not implement

Calendar management and scheduling

To provide a scheduling tool for tasks that in turn integrates with MS Outlook Calendar, but also with Sage 200 Project Accounting and Sage 200 CRM. The current WTE assumes that all work is carried out against cost buckets of project item(s). In r...
Guest almost 9 years ago in CRM 0 Idea Accepted - Gauging Support

Sage 200 CRM to have a Discount percentage

Sage 200 CRM already has the discount value, but not the discount percentage on quotes or orders synchronised from Sage 200. This means when you do a merge to a quotation template in Sage 200 CRM you can not show the discount percentage on a quota...
Robert Brailsford about 9 years ago in CRM 0 Idea Accepted - Gauging Support