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 over 6 years ago in CRM 1 Will not implement

    Generate Payments - Allow Cheque Value to Exceed Balance - Setting to default this be ticked

    The system needs to made more fool proof - this is one example. If you do not tickAllow Cheque Value to Exceed Balance when Generating Payments - the suppliers that have exceeded their balances cause a payment run to fail and subsequently the BACS...
    Saeed Malik almost 4 years ago in Generate Payments 0 Idea Accepted - Gauging Support

    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

    Stop cheque number skipping on multi page remittance

    Has ran through the process but is finding that when she created the cheque, it is going on the wrong number, wants the cheque to be 37 but keeps going to 38 - using the standard Cheque and Remittance layout. Allows 18 lines on the remittance Crit...
    Guest almost 9 years ago in Generate Payments 2 Further Information Required

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

    Payments Integration Enhancements

    Poor cash flow and late payments is a primary concern for SME's. With our last few releases, we've provided integration to Stripe. Paypal and GoCardless to help you get paid faster. We'd like to understand how you would like to see this functional...
    Jo Kirkup over 6 years ago in Invoice Payments 0 Idea Accepted - Gauging Support

    Deleting Customer Card Numbers from Sage Pay Automatically

    Is there any way to have customer card details removed automatically from Sage Pay at the same time these are removed from the Sales Ledger, possibly the changes synchronised? At the moment this is a manual process, but would need to synchronise t...
    Guest almost 7 years ago in Opayo 0 Idea Accepted - Gauging Support

    .msg files to open in attach documents

    Where you can only attach an outlook file to a purchase ledger or sales ledger record it would be very helpful to be able to open these from Sage also. Like you can do with other windows documents like excel or even pdfs.
    Guest almost 7 years ago in Microsoft Outlook 0 Idea Accepted - Gauging Support