Sage 200 UKI Ideas Portal

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    Integrate Exchange Rate between Sage 200 and Sage CRM

    Allcurrencies present in Sage 200 have to be added to Sage CRM or integration will fail, but the exchange rates are not maintained as part of the integrationand therefore need to be updated in two places. I would suggest that on an integrated Sage...
    Guest almost 11 years ago in CRM 0 Idea Accepted - Gauging Support

    CRM connector quotes and orders. - use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM

    CRM connector – quotes and orders. The ability to use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM. (i.e. rather than at a Company level). This will allow an association between the quotes and orde...
    Guest over 8 years ago in CRM 1 Will not implement

    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

    Quote to a Prospect in any Currency

    If you use the &Connector& to link to CRM you are restricted to only being able to Quote to a Prospect in GBP... The system should support the standard functionality of setting the currency against the Quote not being restricted to a defau...
    Guest about 9 years ago in CRM 1 Will not implement

    Improved access to Quotes from CRM via the Connector

    Although the connector allows users tocreate/view/edit Quotes from CRM you only have this ability if you look at the quotes against a specific Company/Account and/or a specific Opportunity. Wouldn&t it be nice if you could also do the followin...
    Guest about 9 years ago in CRM 1 Will not implement

    Ability to copy an account within CRM

    In Sage 200 you can copy an account and amend the details after. Within CRM you cannot do this. Customer would like the ability to take a current account, copy it and amend fields. Then this will be linked to Sage 200.
    Guest over 6 years ago in CRM 1 Will not implement

    CRM connector- the ability to sync suppliers details from Sage 200 with CRM out of the box.

    CRM connector – the ability to sync suppliers details from Sage 200 with CRM out of the box.
    Guest over 8 years ago in CRM 1 Will not implement

    SageCRM Connector Quote/Order should just work better! +ideas hub discussion starter

    Sage CRM connector should do the following out-of-the-box: Set "requested date" on the order or per line. Setting a default warehouse or viewing an analysis code are also not possible! Set a default warehouseSet address info, nominal codesView/Set...
    Guest over 8 years ago in CRM 1 Will not implement

    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

    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