Sage 200 UKI Ideas Portal

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.

  • Guest
  • May 8 2019
  • Will not implement
  • Admin
    Jo Kirkup commented
    8 Dec, 2023 09:41am

    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.