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
about 9 years ago
in CRM
1
Will not implement
Pass e-mail details to Sage Pay for Sales Ledger Online Card Receipt
When using the Sales Ledger Online Card Receipt option, this doesn&t pass any e-mail information over to Sage Pay. Sage Pay advised our customer, if this did pass an address across, an e-mail receipt could be sent. Currently nothing available ...
Guest
almost 10 years ago
in Opayo
0
Idea Accepted - Gauging Support
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
about 10 years ago
in CRM
0
Idea Accepted - Gauging Support
Expense Claim date incurred field and closed Periods
If the setting for not allowing to post anything not in the current period is in Accounting System Manager - Settings- System Settings and in the transaction settings it is currently set to Use accounting period based validation and has Unacceptab...
Guest
over 10 years ago
in Project Accounting
0
Idea Accepted - Gauging Support
Filter Projects when authorising expenses and timesheets if resource filtering is enabled
Currently if a person authorises timesheets and expenses in 2015 via self service and you have either resource filtering set up in the project or via the filter tab in the edit resources area, you can still authorise someone&s time sheet which...
Guest
over 10 years ago
in Project Accounting
0
Idea Accepted - Gauging Support
Project Enquires - Transaction Period Number Criteria - drop down list - improved date defaults and add scroll button
At present you have to movealong way down the list of periods eg Demo Data starts with a date 01/01/2006 plus there is no scroll button to move down the list
Saeed Malik
almost 11 years ago
in Project Accounting
0
Idea Accepted - Gauging Support
Project Accounting Previous Year Cost and Revenue Adjustments
ie Project Accounting the ability to post an adjustment that will processed in the same way thata Previous Year Journals does in the Nominal Ledger The period number/period end dare used with the same for Project Accounting and Nominal Ledger Tran...
Saeed Malik
almost 11 years ago
in Project Accounting
0
Idea Accepted - Gauging Support
Sage Connect - Automation is on by default on certain templates - this should be a customer selection
Perhaps it can be a step on the homepage to say a suggested piece to set up Risk would be that an automated email goes out before the customer is expecting it to
Jo Kirkup
about 1 year ago
in Sage Connect
0
Idea Accepted - Gauging Support
Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the excluded customers the wording that appears says: These customers have been excluded from their customer recor...
Jo Kirkup
about 1 year ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - Templates criteria search box needs to be made wider, rather than wrapping the names
Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) When you then get the...
Jo Kirkup
about 1 year ago
in Sage Connect
0
Idea Accepted - Gauging Support
