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Votes
146
Show all cash receipts in Customer Maintenance.
Currently, cash receipts that are entered directly to GL accounts are not shown in Customer Maintenance resulting in an incomplete view of a customer's payment history.by: Larry G. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
8
Customer Maintenance Accounts Receivable
In Customer Maintenance, can we please have the option to attach multiple files instead the just the one currently.by: Suzanne L. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
9
national accounts crm
National Accounts creates relationships in MAS 90/200 between companies. SageCRM has relationships. The integration currently does not create relationships in SageCRM ...by: Phil M. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
6
Create the ability to browse notes in CRM
Currently when you look up notes in CRM, if the note is of any length, you must view each note individually and then go back to the list to choose another. Please, add ...by: John F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
7
Have a default check box when printing in paperless office output. .
Everytime I go to print I have to make sure it's not on emailing (which is used alot to email acknowledgements for SO). If forgotten our customers are getting additional ...by: Rachel H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
3
Swiftpage e-blast should give us a choice on where to place the ...
Swiftpage e-blast should give us a choice on where to place the commuinication. One obvoius choice would be under the Company which in turn has the contact field already ...by: Mike A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
1
Wish there was a drop down screen for maintenance screens
there was a drop down screen for maintenance screensby: Luis M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
7
Allow import into CU_Company thru Visual Integrator
On version 4.50 if you import new customer masterfile records into AR_Customer and you're using SageCRM, there's no way to check the box to "Relate to SageCRM" short of ...by: Jim P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
6
office 365 support in CRM
Just wanted to ask if Sage CRM will work with Office 365?by: Kevin T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
13
Have SageCRM sync the Sales Order/Quote Line Comment.
Currently when a sales order is created for an opportunity and the quote or order is sync'd to SageCRM the lines do not bring over the comment. This comment field is ...by: Todd M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
5
Setup Split Commissions by Ship To Location in Customer Maintenance.
I have customers that have multiple ship to locations. We have split commissions on these customers based on the state that we are shipping to. I would like the ability ...by: Sheri C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
9
CRM PROSPECT QUOTING, EMAILING and QUOTING HISTORY
CURRENTLY, when entering a quote for a prospect from the CRM into the ERP you cannot email that PROSPECT a Quote (prospect quote) from the ERP. (Like you do for a ...by: ERP S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
5
When a Sage CRM On The Fly order is created, the customer notes and ...
When a On The Fly order is created in Sage CRM, the customer notes and credit checking boxes should pop up in the same manner as when you start at sales order entry. ...by: Cooper B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
11
Create a mapping tool so one can map fields between CRM and Sage 100 ...
It would be extremely useful if one could map fields between CRM and Sage 100 to be updated when the system synchronizes the data. This will extremely useful for UDF ...by: Avron K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
4
Change customer support looped music every so often.
Current one has been there a long time and is of poor quality also. If one is aggravated at having to call support. Then have to be on hold for an extended period of ...by: Paul H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
1
CRM - SQL French Collation
Hi, In CRM the supporter collation for French language should be Accent Insensitive CI_AI. Because a lot of name in French has accents and this causes to have data ...by: Stéphane S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
8
When looking up invoices in Customer Maintenance, the forward/back ...
should apply only to that customer's invoices. In 4.5, they scroll through all invoices. Thus, if you want to look through a customer's invoices for a certain ...by: Melinda B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
1
order entry by role
we would like to limit order entry access to specific customer numbers based on user role. For example, only those in the warranty user role should be able to enter ...by: sarah l. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
7
Inventory Inquiry History Tab - ability to have warehouse default to ...
We have several warehouses. When we check Item Inquiry (History -Tab 4), the system automatically defaults to the main warehouse. Users in other warehouses have to ...by: Ed W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
3
Last contact / Interaction Date report
I need a report that allows me to implement an account lead policy. Ideally, I need to track accounts that have not had any attempts to contact or new notes in the ...by: Bill E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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