Sage 200 UKI Ideas Portal
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Status Will not implement
Categories CRM
Created by Guest
Created on May 8, 2019

RELATED IDEAS

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.

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  • Admin
    Jo Kirkup
    Reply
    |     Dec 8, 2023

    Sage CRM connector has been retired, connection between Sage 200 Professional or Sage 200 Standard with Sage CRM is still possible via ISV connector. Closing the idea as this will not be implemented.