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CRM

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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 6 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 over 7 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 almost 8 years ago in CRM 1 Will not implement

Calendar management and scheduling

To provide a scheduling tool for tasks that in turn integrates with MS Outlook Calendar, but also with Sage 200 Project Accounting and Sage 200 CRM. The current WTE assumes that all work is carried out against cost buckets of project item(s). In r...
Guest almost 9 years ago in CRM 0 Idea Accepted - Gauging Support