Sage 200 UKI Ideas Portal

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    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 almost 7 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

    SOP Line number to appear in allocation/despatch windows

    We have SOPs with multiple occurrences of the same item, all with the same due date. But these have been made against dedicated works orders for each line. We cannot therefore distinguish whether we are allocating or despatching the appropriate line.
    Guest over 9 years ago in Despatch 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 over 10 years ago in CRM 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 about 11 years ago in CRM 0 Idea Accepted - Gauging Support

    Invoicing of individual dispatches rather than the aggregate total of all dispatches to date

    Would it be possible to amend the invoicing process to allow the selection of individual or multiple dispatches to invoice separately rather than the aggregate total of all dispatches to date? On large orders where there are a number of dispatches...
    Guest about 6 years ago in Despatch 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 about 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