Sage 200 UKI Ideas Portal

Customer Details

It would be useful if we could add more customer contact details, within a company there may be several contacts, such as workshop supervisor, purchase ledger clerk, but there doesn't seem the capacity to enter this detail in sage


  • Sally Bruce
  • Nov 21 2023
  • Review in progress
Idea Benefit To be able to see who is who in a company
How do you solve for this problem today? Add notes in memo
Product Variant Sage 200 Standard
  • Admin
    Jo Kirkup commented
    17 Apr 10:08am

    We’re currently investigating this idea with a view to including it in a future release.

    We’re looking for customers who are interested in this functionality and would be willing to talk to us about how this works in their business today and what changes would benefit them. Discussions will take around 30 minutes and we'd really appreciate your insight to shape how this feature would work.

    If you are interested in helping please email ukisage200productmanagement@sage.com.

  • Admin
    Jo Kirkup commented
    17 Apr 09:56am

    We’re currently investigating this idea with a view to including it in a future release.

    We’re looking for customers who are interested in this functionality and would be willing to talk to us about how this works in their business today and what changes would benefit them. Discussions will take around 30 minutes and we'd really appreciate your insight to shape how this feature would work.

    If you are interested in helping please email ukisage200productmanagement@sage.com.

  • Admin
    Jo Kirkup commented
    27 Nov, 2023 10:07am

    thanks for the clarification Sally, and confirming that is it the roles function that Sage 200 Standard does not contain. I've changed this to gauging support and tagged it to be specific to Sage 200 Standard. Its open for voting from the rest of the community.

  • sarah wall commented
    27 Nov, 2023 09:34am

    I believe what Sally may mean is being able to add more info in the contact? I suggested a while ago that they remove the "Salutation" option (as it cant be widely used these days?) and replace it with "Job Title" which would be more useful

  • Sally Bruce commented
    23 Nov, 2023 02:19pm

    Yes I appreciate you can set up as many contacts , there is no limitation I should have maybe worded it better it was more the allocation of a role I was suggesting the problem is you can not assign roles in standard, this is something that is only available in Professional but why cant this also be available in standard as it is such a basic principle to assign a role,

  • Admin
    Jo Kirkup commented
    23 Nov, 2023 02:09pm

    You can set up as many contact details as required, there is no limitation.

    Sage 200 Standard does not allow you to set roles, this is functionality in Sage 200 Professional.

  • Geoff Turner commented
    23 Nov, 2023 09:56am

    In Professional (at least) you can have as many customer contacts as you want and assign role(s) to each one. The list of roles is set up in Accounting System Manager