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Integration

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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 6 years ago in CRM 1 Will not implement

Allow Customisation for WTE

We have a potential customer who wants to use WTE but there are a few things they want to amend on the page but it is not possible. I have logged a previous request about narratives, but it would be good to be able to open WTE for customisation, e...
Guest over 6 years ago in 3rd Party Developer 0 Idea Accepted - Gauging Support

Bring Sage 200 Customer Account Code into Opayo

Bring Sage 200 Customer Account Code into Opayo
Guest over 6 years ago in Opayo 0 Idea Accepted - Gauging Support

GSuite Integration

Please add integration with G Suite O365 is ok but so many businesses run G Suite instead.
Guest over 6 years ago in G-suite integration 0 Idea Accepted - Gauging Support

Add-on manager improvements for developers and bespoke users.

Installing add-ons should be much easier for users. I'd like to see some or all of the following reviewed and/or implemented: Show version info before installationShow changes that will happen during the install (add tables, add menu, overwrite re...
Guest over 7 years ago in 3rd Party Developer 1 Further Information Required

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 over 7 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 almost 8 years ago in CRM 1 Will not implement

Pass e-mail details to Sage Pay for Sales Ledger Online Card Receipt

When using the Sales Ledger Online Card Receipt option, this doesn&t pass any e-mail information over to Sage Pay. Sage Pay advised our customer, if this did pass an address across, an e-mail receipt could be sent. Currently nothing available ...
Guest over 8 years ago in Opayo 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 almost 9 years ago in CRM 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 about 9 years ago in CRM 0 Idea Accepted - Gauging Support