Ensure Full Compatibility of Sage 200 with New Outlook Before 2029
With Microsoft Outlook Classic support ending in 2029, Sage 200 needs to ensure full compatibility with the New Outlook application. This includes maintaining existing integrations, such as email functionality and the use of Report Designer, so th...
Pete Pete
about 1 year ago
in Email / Emailing
0
Idea Accepted - Gauging Support
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
about 2 years ago
in Customer/Supplier
6
Idea Accepted - Gauging Support
I have spent ages merging the format of 3 company invoices into a master layout The site now have a need to include T&C as an email attachment but the attachments are fixed file, no ability to select attachment A or B depending on some expression
Andrew Dunn
12 months ago
in Emailing
0
Idea Accepted - Gauging Support
Allow the message body in email settings to be amended with Fields from a Customer account
I think it would be useful to be able to populate parts of the message body in email settings in report designer with customer fields such as contact name, order number on invoices, but also on other options such as purchase orders etc.
Guest
over 6 years ago
in Emailing
0
Idea Accepted - Gauging Support
Add outlook signature when emailing documents from Sage
Currently if you print a document form sage and select to email any signature on the outlook account is ignored . It would be a good idea if when creating the signature could be pulled through onto the email automatically.
Guest
almost 10 years ago
in Emailing
0
Idea Accepted - Gauging Support
Make report designer email attachments easier to view & update
In report designer you have a section for email settings. The first tab covers the to, from, subject & email body text whilst the second tab allows you to add files that are attached to report designer output that is emailed. Often during upgr...
Ian Makinson
about 2 years ago
in Emailing
0
Idea Accepted - Gauging Support
It would be good if we could have a PDF report suite for all the month end reports shown in the academies handbook and they are standardised for all schools.
Ability to send invoices to multiple email addresses (Ten +) As in Sage 50
I have a customer that needs to email copies of its invoices to multiple email addresses from Sage 200 as they used to be able to do in Sage 50 - Is there any possibility this could be included in a future release ?
Guest
over 6 years ago
in Emailing
0
Idea Accepted - Gauging Support
Ability to identify Customers and Suppliers as Counterparty transactions and report on this for Annual Accounts Return
Academies are required identify transactions between the trust and other public bodies (Counterparties) and report these in the Annual Accounts Return each year. It would be really useful to tick a box or select a drop down on a customer or suppli...
Guest
over 8 years ago
in Customer/Supplier
0
Idea Accepted - Gauging Support
We have set up a process to use SAGE for education to record parental donations and compile gift aid reports in a format which can be pasted into the HMRC OSD spreadsheet. I record donations in an access database, but it could just as easily be a ...
Guest
over 6 years ago
in Gift Aid
0
Idea Accepted - Gauging Support