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Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

Sage Connect - Templates criteria needs expanding to include other options rather than e.g just account name for customers

Edit a template on the automation section for a template with automation engable

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 search box to select customers, you can say its only searchable by the name but its likely a finance person would know them by their account reference


Product Variant Sage 200 Professional