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Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

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Ideas

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To have the ability to reserve a license for a user

We want to reserve a user seat for a specific user. The user name & password is used by Orbis taskcentre.
Guest about 10 years ago in Licence 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 over 10 years ago in CRM 0 Idea Accepted - Gauging Support

Sage 200 CRM Installer improvments

Currently an the installer for Sage 200 CRM is pretty much the same as the standard CRM Standalone installer other than changing some labels. Post install of CRM there are a lot of manual steps required such as changing folder permissions changing...
Guest about 11 years ago in CRM 0 Idea Accepted - Gauging Support

Sage 200 "Lite User" (Web-user) should have an out-of-office feature

The Sage 200 "Full User" can logon to sage 200 desktop and set an out of office. The Sage Lite-user cant.
Guest about 11 years ago in Licence 0 Idea Accepted - Gauging Support

Allow the home page setting to work on the first log in of the day.

I have been informed that logged issue no 8176 was resolved as cleared because the marketing team have requested the change to prevent the Home Page setting from working the first time a user logs into Sage each day. It use to work on our old vers...
Guest almost 6 years ago in Home page 1 Will not implement

Sage 200c - CRM Sync Enhancement - Pricing Update

When product pricing / price lists are updated in Sage 200c in bulk this can create a large number of records to sync which can be very disruptive to the business. E.g.~ 400k products and 8 price lists gives 3.2million records to sync each time th...
Jeff Smith over 7 years ago in CRM 1 Will not implement

User Access Screen - Change the default of save and close screen

We are on the limit of 150 users to get this screen to open. When changing many users this creates a similar time out error as occurs when more than 150 users are allocated. It would help to not have to wait for the screen to re-open after you hav...
Guest over 8 years ago in Default Save Behaviour 2 Further Information Required

Data Cleansing

An option to allow the data to be cleaned in a single routine where the company can be sent back to just static data, for example All transactions removed leaving just Accounts with no balances, Stock Items with no Balances, Clear all Sales and Pu...
Andrew Siddles over 8 years ago in Companies 0 Idea Accepted - Gauging Support

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 about 9 years ago in CRM 1 Will not implement

User Login - further problem, when screen is refreshed the list is re-sorted by UserID by default...

this means you cannot instantly see if everyone has logged out if they are further down the list, and you have to constantly re-sort by column every time a refresh occurs. Default of Login Status column in ascending order would be better, so the a...
Guest about 9 years ago in Users 0 Idea Accepted - Gauging Support