Sage 200 UKI Ideas Portal

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    Do not print an Ask Sage article if you want to save trees

    I needed to print article 34436 - troubleshooting the CRM connector. Because it has been reformatted in a larger typeface (and possibly made to look pretty) by someone who only looks at a display screen, it comes to 10 pages of paper - where the w...
    Guest almost 8 years ago in Knowledgebase 1 Will not implement

    Financial Data Designer - Help guide (or lack of)

    Please can a guide be produced for the format of writing P+L's in the excel reporting section, they are much better than the old style PDF P+L, as great to have monthly trend showing, however making the format behave as you want is tricky, as seem...
    Guest almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

    Remember default Role for user in Sage 200 2015

    in Sage 200 2015 the role isn&t defaulted to when you log back into Sage 200, similarly a default role is ignored when logging into Sage 200. It needs to operate similar to switch configuration like it did in 2013 R2. I have a customer who wil...
    Guest over 10 years ago in Roles 0 Idea Accepted - Gauging Support

    Custom Roles For User Access

    It would be great to develop the User Roles a bit more (Settings - Organisational & Financial - User Access), and have the ability to create your own. Although Sage has set up some default ones to use, none of them match the roles that I have ...
    Guest almost 6 years ago in Roles 0 Idea Accepted - Gauging Support

    Copy multiple roles into a new role:

    Currently, can only copy one role to another. Example: user has 3 roles, needs access to another feature that these roles cannot have so workaround is to setup a new role and just tick the feature area they need and assign over to them. Rather tha...
    Guest almost 9 years ago in Roles 0 Idea Accepted - Gauging Support

    Can we please have a downloadable version of the Help (version controlled) that can be used off-line.

    We have a secure site, where users do not have internet access (and never will have). As a consequence they have no access to the on-line help. Can we please have a downloadable version (version controlled) that can be accessed and used off-line.
    Guest almost 9 years ago in Offline 1 Already Exists

    Allow creation of mandatory customer and supplier roles

    When creating customer and supplier roles, you cannot set it to be a mandatory role. This means you can delete a contact on a SL or PL account, and not have the role be reassigned to another contact. If you try to delete a contact with a mandatory...
    Guest almost 11 years ago in Roles 0 Idea Accepted - Gauging Support

    Sage200CRM vs. CRM Connector Documentation

    Today we discovered Sage200CRM will be supported in Sage 200 2017 (there was no confirmed date for depreciating Sage200CRM). Can we have a feature comparison between Sage200CRM and CRM Connector? for example No. Feature Sage200CRM Connector1 Sage2...
    Guest almost 9 years ago in CRM Connector 0 Will not implement

    XML imports - scheme

    Within the help menu, there are csv import file examples with the xls guide to completing them, there is also an XML example, but no formal XML scheme behind the XML example. The XML scheme should show field level attributes, i.e. the characterist...
    Guest over 7 years ago in Import help 1 Idea Accepted - Gauging Support

    Web Set Up Guidance

    All the guidance for how to set the web up and process all requisitions and orders is all very segregated all the guidance notes need to be together from a person raising a requistion to the order being sent out. The videos should include sound wi...
    Guest almost 8 years ago in Help/ Documentation 1 Idea Accepted - Gauging Support