Ideas

Showing 16

Edit Customers & Suppliers In Grid Format

If you have an update that effects multiple customer or supplier accounts, it would be nice to be able to edit them en masse in grid format, where you could copy and paste the change into a specific field before arrowing down to the next record, a...

Tracy Thomson over 1 year ago in Batch Change / Batch Change 2 Idea Accepted - Gauging Support

6 VOTE

Allow multiple processes to take place in the Provisioning portal

Hi,I'd like to request the ability to have more than one ongoing process for a site in the Sage provisioning portal. As things stand if I initiate an on demand backup I then have to wait a good 30 minutes or more before I can initiate another for ...

Stuart Mcalister over 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

4 VOTE

Restore backup from one Company into another in SEOS

In SEOS its not possible to restore a backup from one Company e.g. the Live Company into another e.g. Year End Archive or Training without downloading a bacpac, importing it, running the online migration, creating a new bacpac, uploading it and th...

Guest about 2 years ago in Backups 0 Idea Accepted - Gauging Support

8 VOTE

Sage BMS Online services - Assigning to sites feature - request to improve

Hi, Sage recently introduced authorization features to Sage BMS Online services which now adds an extra safety step when users are assigning to sites but who are not marked as a Customer Administrator or Customer Operations Agent. This is a great ...

Stuart Mcalister over 5 years ago in Assign Sites to Features 0 Idea Accepted - Gauging Support

2 VOTE

Change Company Name in Provisioning Portal for Archiving

When you have a company that is wanting to archive and start again to be able to change the name to ARCHIVE to that the company select screen shows Archive. currently you have to copy backup, download and reupload creating new company name with AR...

David Shearer almost 3 years ago in Ability To Change Company Name For Archiving 0 Idea Accepted - Gauging Support

4 VOTE

Ability to batch update certain information within customer/supplier records

A batch change function within the program (mainly 200 Std Online) would be ideal for those people with 1000s of customers and suppliers who may need to amend or append different analysis codes for their customers or suppliers. This could also be ...

Guest about 7 years ago in Batch Change / Batch Change 2 Idea Accepted - Gauging Support

1 VOTE

SEOS customer operations agent should be allowed to re-send notifications

On www.sageerponlineservices.com a Customer Operations Agent can add new users. Adding a user that does not have a Sage ID will raise a notification. The customer operations agent should have the ability to re-send the notification

Guest about 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

1 VOTE

When logging into the Sage 200 2015 online portal, users have to type in the username which is an email address. Some clients have a long company name hence this a problem. No option is available to remember the username or no provision to create a short

No description provided

Guest about 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

3 VOTE

For a more fluid way to add and assign a user for Sage 200 Standard Online

When a user is setting up their users for Sage 200 Standard online, it is a lengthy process involving multiple screens. You first have to create a user in Sage BMS, the user quite rightly has to accept and create their user details. The Assign use...

Guest over 8 years ago in User Assignment 0 Idea Accepted - Gauging Support

2 VOTE

unrestrict customer account hidden tag

the tag for hiding customer accounts is hidden except for programmers meaning bulk changes cant be made, please make this accessible

Guest over 7 years ago in Batch Change 0 Idea Accepted - Gauging Support

Please enter your email address

FILTER BY FIXED IN VERSION

FILTER BY CATEGORY