Sage 200 UKI Ideas Portal

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

ADD A NEW IDEA

Clear

Ideas

    Showing 29

    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 almost 11 years ago in CRM 0 Idea Accepted - Gauging Support

    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

    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

    Include more user friendly video tutorials built into F1 help menu!

    To include more and more user friendly videos pre-built into the F1 help menu to enhance customers understanding of functions of the program.
    Guest almost 8 years ago in Videos 1 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 almost 9 years ago in CRM 1 Will not implement

    CRM Connector to integrate supplier records to mirror functionality of legacy "sage 200 crm"

    CRM Connector to integrate supplier records to mirror functionality of legacy "sage 200 crm" We have a number of users that work with less than 10 customers and upwards of 200+ suppliers so this functionality is critical to them. It is my understa...
    Guest about 9 years ago in CRM 1 Will not implement

    Documentation on each specific Feature

    Would like Sage to produce a kind of dictionary to confirm what each feature in Sage 200 System Administration does - what happens if you enable a feature on a role.
    Guest over 9 years ago in System Admin 0 Idea Accepted - Gauging Support

    Calendar management and scheduling

    To provide a scheduling tool for tasks that in turn integrates with MS Outlook Calendar, but also with Sage 200 Project Accounting and Sage 200 CRM. The current WTE assumes that all work is carried out against cost buckets of project item(s). In r...
    Guest about 10 years ago in CRM 0 Idea Accepted - Gauging Support