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CRM

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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 7 years ago in CRM 1 Will not implement

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 10 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 7 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 8 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 8 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 over 5 years ago in CRM 1 Will not implement

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 7 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 7 years ago in CRM 1 Will not implement

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 9 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 10 years ago in CRM 0 Idea Accepted - Gauging Support