Allow default incoterms to be set on a customer record
Set default incoterms on a customer record. This should flow onto Sales Orders. Ability to change the incoterms if required on the sales order, Ability to change at despatch but the changes to be considered as a business setting so the warehouse o...
Sage Connect - Automation is on by default on certain templates - this should be a customer selection
Perhaps it can be a step on the homepage to say a suggested piece to set up Risk would be that an automated email goes out before the customer is expecting it to
Jo Kirkup
11 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the excluded customers the wording that appears says: These customers have been excluded from their customer recor...
Jo Kirkup
11 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - Templates criteria search box needs to be made wider, rather than wrapping the names
Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) When you then get the...
Jo Kirkup
11 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - add the account reference to the account look up/ filter screens
Businesses are used to knowing their account reference so need to reflect business processes. Provides greater choice and ensures a level of consistency with the ERP
Jo Kirkup
11 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - Templates criteria needs expanding to include other options rather than e.g just account name for customers
Edit a template on the automation section for a template with automation engable click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) when you then get the...
Jo Kirkup
11 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - Transaction list > payments, the payment number is confusing should be able to choose what is displayed or the reference used by the product
as above
Jo Kirkup
11 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - Differences in information available on transactions > customers > Customer invoices vs transaction > customers > Customer payments
When you click on the invoice list, you can click in to find more information from invoice e.g who the contact is. When you click on a payment in the payment list there is no drill in information
Jo Kirkup
11 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
Partners in our EA program that when you go to send the invoice to the customer through the connect app the template you'd use is called Invoice Presentment. They aren't keen on this wording and would prefer an alternative.
Jo Kirkup
11 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
