Sage 200 UKI Ideas Portal

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    Closing Accounting Period / Year End - Speed

    Closing accounting period + running year end on big data sets takes too long. (eg - Data set with c 500k Sales invoice per year takes 8-10 hours to run year end + Period end close/open accounting period on just sales ledger - c 2 hours) Needs to b...
    Alistair Alistair over 9 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

    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

    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

    Transaction Date Validation - Option to have Pop up when Acceptable

    it is very easy to miss the visual colour warning, a pop up warning would be more useful as per Sage 50
    Saeed Malik almost 10 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

    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

    Transaction Date Validation options available in 200 Standard

    Would like the ability to choose what transaction validation you would like to use. Currently these options are not available in Sage 200 Standard but they are in Sage 200 extra.
    Guest almost 10 years ago in Accounting Periods 0 Idea Accepted - Gauging Support