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
Amend the delivery address on free text items in POP
Not all items are delivered to the to the default delivery address so you should be able to amend the delivery address for direct deliveries from the supplier on free text items
Guest
over 8 years ago
in New/Amend Order
0
Will not implement
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
Be able to change Supplier on a live un-actioned Purchase Order
Logged on behalf of Kingsbridge Educatonal Trust. Customer would like the ability to change a Supplier Account on a Purchase order. The only option at the moment to change Supplier on a Purchase order is to remove all lines from the POP and then c...
Guest
over 8 years ago
in New/Amend Order
0
Idea Accepted - Gauging Support
Allow Bank Feeds and Supplier Payments to be used together
Could the software be amended to allow supplier payments to be generated and uploaded to the bank, and the bank feeds option still work to download transactions?
Guest
almost 6 years ago
in Bank Feeds
2
Further Information Required
With the need for security, bio-metric (fingerprint) authentication is how one our customers logs onto their bank accounts. After installing the relevant bank plug-in the only authentication options are a PIN sentry or memorable information/passwo...
Guest
about 6 years ago
in Bank Feeds
2
Further Information Required
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
Provide a receipt when entering online card Receipts
When entering an online card receipt you don&t actually get anything to send to the customer to advise on this. I believe this is done in Sage 50 but not Sage 200.
Guest
over 9 years ago
in Opayo
0
Idea Accepted - Gauging Support
Include Office 365 ProPlus license to allow integration with Power BI/Power Apps/Flow
There currently is only supported for customers on Business Premium, E1, E3, E5 license types. With Microsoft's increased offerings of 365 subscriptions etc it would be a good idea to include the ProPlus license type. This license type does includ...
Guest
over 6 years ago
in Microsoft Power Apps
0
Idea Accepted - Gauging Support
