Sage 200 UKI Ideas Portal

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    Another payment group

    It would be really useful to have another payment group ie credit card
    Guest over 7 years ago in Generate Payments 0 Idea Accepted - Gauging Support

    CRM connector - the ability to allow custom Sage 200 fields to be surfaced via CRM out of the box

    CRM connector – the ability to allow custom Sage 200 fields to be surfaced via CRM out of the box, for example, surface Sage 200 analysis fields within CRM
    Guest over 8 years ago in CRM 1 Will not implement

    Payment Processing - Grid Based Selection of Invoices to be paid to increase user effficiency

    to be able to list all invoices due to be paid for all suppliers in a grid allowing each invoice to be selected for payment by ticking the appropriate line rather than having to click into the line to enter the amount to be paid filters to allow t...
    Saeed Malik over 6 years ago in Generate Payments 0 Idea Accepted - Gauging Support

    Electronic Payments for Foreign Suppliers and Banks

    We have tested this in 10.00.0001 and 9.02.0002 and have the same problem. It will allow you to change a Payment Type to be an electronic payment
    Guest over 9 years ago in Generate Payments 1 Not an idea

    Changes to generate payments Pay Single Supplier Routine

    1. Show supplier balance (as with Amend Suggested Payments) 2. Show Supplier bank account in the Account field as default (From supplier basic data?) 3. Do not close the routine on completion 4. Retain date from previous entry This would reduce th...
    Guest over 2 years ago in Generate Payments 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

    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