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
To be able to create multiple payment batches simultaneously, at present you can only create one payment batch at the same time, users wish to create multiple payment batches. The way around this is to use analysis codes and choose these when gene...
Saeed Malik
over 9 years ago
in Payment/Receipt
0
Idea Accepted - Gauging Support
View PDF invoice attachments from Nominal drilldown
It would be very useful to be able to view attached PDF invoices from the nominal transaction listing view. From what I can gather, currently you can only see attached PDF invoices by viewing invoice transactions within suppliers - very frustrating!
Guest
over 4 years ago
in Payment/Receipt
1
Idea Accepted - Gauging Support
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
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
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
We post rapid invoices we get short cut keys to use which is quite helpful similarly if we can post rapid receipts or under non vatable receipts if we can get short cut keys available it will be quite handy.
Guest
over 7 years ago
in Payment/Receipt
0
Idea Accepted - Gauging Support
Group BACS payments in Cash Book for Sage for Education version
When making a batch of payments to a number of suppliers in Sage for Education there is a posting to the Cash Book for EACH supplier. In other versions of Sage200 these are grouped such that there is a single posting to the cash book related to th...
Guest
almost 8 years ago
in Payment/Receipt
2
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