Sage 200 Form Launching with Remote Desktop / Azure Virtual Desktop
Add support for the Sage 200 Form Launcher in Remote Desktop and Azure Virtual Desktop environment. According to the following article NOTE: Please Note: As of the 2017 R2 release of Sage 200 CRM, Form Launching on RDS/TS environments are no longe...
Alison Alison
9 months ago
in CRM
0
Review Required
Add Workspace Designer to Sage 200 Standard and Education versions
It would be helpful if Sage 200 Standard had the same Workspace Designer tool as Sage 200 Professional, or failing that a tool like the Custom Report Manager to allow for users to import additional Workspaces.
Graham Sean
over 3 years ago
in Workspace Designer
0
Idea Accepted - Gauging Support
In the web self service (where workspaces, POP Auth, Purchase Req, WTE can be accessed) there is a report option which shows a handful of reports. If you create a custom report, you are unable to add it to the list. The wish is to be able to add a...
Gary Butler
almost 6 years ago
in Workspace Designer
0
Idea Accepted - Gauging Support
I have a customer who requests some toggle-ability on some labels in the Summaries -Is there any way in the Sales Summary and Purchases Summary that the Customer Codes can show Customer Names instead ? It would be good if this could be toggled as ...
Gary Butler
about 4 years ago
in Workspace Designer
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
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
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
