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
9 days ago
in Account / Account
0
Idea Accepted - Gauging Support
When a customer is put on hold create a record of the date and release date to be able to report on. This will be helpful when debt chasing with the customer and reporting on their patterns of payments such as benefits would include; Improve visib...
Tracy Roberts
5 months ago
in Account
7
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
12 days ago
in Account / Account
0
Idea Accepted - Gauging Support
We have 5 currency accounts and it is too easy to post receipts or payments to the incorrect bank account when posting within the customer/supplier account - as the bank account always defaults to our sterling account. Incorrect postings to bank a...
Cathy Pennycook
about 1 year ago
in Account / Account
1
Idea Accepted - Gauging Support
Can change the default nominal code on a supplier account but can't delete completely if you want to leave blank. Would also be good if you can have a default nominal but variable cost centre.
Rachel Bartholomew
4 months ago
in Account / Account
2
Not an idea
When we add customers or suppliers, the code we assign to their account is based on their company name. Sometimes these entities change their names and then it would be really useful if there was a way to change their account code too.
David Selvage
over 3 years ago
in Account / Account
0
Idea Accepted - Gauging Support
Import Memo Notes from a spreadsheet to Various Customers or Suppliers Accounts
Doing credit control for a larger organisation it is easier to put everything into a spreadsheet where we can put notes that can be seen by all line managers, not everyone has access to Sage. But once done we are then having to put the notes onto ...
Tina Baldwin
over 1 year ago
in Account / Account
4
Idea Accepted - Gauging Support
Inconsistency with international dialling code on Sage screens
When you're amending a customer contact there is no + by the telephone number fields. So this sometimes causes our Sales guys to try and be helpful by adding the plus for the international dialling code. But it'd be helpful if these two screens we...
John Wilkins
8 months ago
in Account
0
Idea Accepted - Gauging Support
Amend stock item memo screen could very easily cause you to lose information
When you click "Amend Item" on a stock item within Stock Control & go to the 'Memo' tab, you can type in the bottom "Memo Text" box. Even if you save the amendment, it will not retain what you've entered. See picture 1 attached. If you want to...
John Wilkins
about 2 years ago
in Stock
2
Not an idea
