Sage 200 UKI Ideas Portal

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    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

    Cash Book Ledger Close should mean you can no longer post into that period despite the entry date - Sage 200 Standard/Education

    Once you have closed the cash book ledger for a period it should mean you can no longer post entries into that period. We had an entry post year end, with a mistyped date post back into period 12 of our financial year end and so the trial balance ...
    Guest about 5 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

    Maintain Accounting Periods - Update Waiting Postings Pop Up Message

    Add a pop up message when a period is opened reminding users to UpdateWaiting Postings
    Saeed Malik over 10 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

    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

    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

    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