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Votes
2
Allow Oppo, Quote, or Order notifications to Company's Account Manager
I should be able to select the Company's Account Manager when creating notifications for Opportunities, Quotes, or Orders. This is related data & important to a Account ...by: Dana Y. | over a year ago | Last activity about a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
1
Customer ID preset ability
We use some customer IDs' over and over. It would be nice to be able to preset the different sections so the same information came up each time we open the customer ID. ...by: Brian 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
Needed: "Copy" option in Customer Maintenance module, under ...
It would be time saving if there was a "Copy" option in Customer Maintenance module, under "Contacts", so contact info can be copied from one customer number, to another ...by: Daedre 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
17
Mapping of UDF's from MAS to SageCRM or from SageCRM to MAS in an EES ...
The ability to Map and display custom fields between MAS and SageCRM in the EES configurationby: Susan D. | 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
Solo users for EES installations - (off line users who can sync later)
Add the option for offline users in an EES installation to be able to work offline and sync later.by: Susan D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
2
Allow Filters in Sage MAS EES CRM Relationship Wizard
Provide the ability to enter selection criteria when running the CRM Relationship Wizard. For example, if a company has been on MAS for many years, they may not want ...by: Chris 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
25
We would like to integrate vendors in MAS with their CRM records and ...
We would like to be able to link our vendors with their records in CRM and create PO's, drill into existing PO's, etc.by: Ann 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
10
CRM zip code look up
Ability to have a zip code look up tool when setting up a new prospect or customer in CRM, just like you have in MAS. When then customer is created in MAS from CRM, if ...by: Ann 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
Improve prospect quoting capabilities in SageCRM EES
We need to be able to select which division a prospect is related to. Currently, the Prospect quote is associated with only one division. Our divisions are branded ...by: Ann 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
9
Create a link to Sage CRM within MAS EES. No way to use it within the ...
Within the MAS EES product, there is no way to launch SAGE CRM. You have to use a bookmarked link in Internet Explorer to lauch the product. Who is going to remember ...by: Cliff 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
18
CUSTOMER NUMBER OR CODE
WE R UNABLE TO CHANGE CUSTOMER NUMBER OR CODE IF CUSTOMERS COMPANY NAME CHANGESby: andy y. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
20
PUT A TOTAL COUNT ON EVERY PICKING TICKET FOR W/H PERSONS
AS A CUSTOMER SERVICE REP I GET A REQUEST EVERY WEEK RE: ERRORS IN SHIPMENT. IF THERE WAS TOTAL COUNT AT THE BOTTOM OF EVERY PICKING TICKET FOR THE WAREHOUSE TO DOUBLE ...by: Barbara 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
18
would like to put an indiviual "ship to" on hold in A/R instead of the ...
when dealing with large customers like a chain stores. Some stores need to be put on hold. Example would ge a grocery store chain with more than 150 ship to's in our ...by: Rita 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
13
Show MAS Sales Order Backorder and ship quantities in CRM
Change the Integration from SAGE CRM to MAS to allow Ship Quantities and Backorder amounts to be reported back to CRM. Change the CRM Line item grid to show shipped and ...by: Mark 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
10
Ability to maximize the Customer Memo Maintenance screen
Have the option to maximize the Customer Memo Maintenance screen so you can view more comments at once.by: Lloyd 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
16
Auto Fill once you put in the zip code for City and State for SAGE CRM
SAGE CRM needs to have the same auto fill feature MAS 200 currently has when you enter in the customers zip code the city and state auto fill. Great time saver, but this ...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
8
Look up cutomer information by customer number or name.
In customer maitenance, be able to look up cutomer information by customer number or name.by: Beverly D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
14
I need the sales year to date and sales prior year columns back in ...
in AR\customer inquiry\search, customize view, pick & choose the fields that best suit my needs for calling customers that havent used us in the past year. this feature ...by: mary j. | 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
Please provide an auto character counter when entering support tickets ...
When entering a question it indicates there is a letter limit, however you literally have to count each letter as you type it in as there is no indicator other than it ...by: Cathy 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
6
Allow the user to designate the sales order number rather than have it ...
When creating a quote or an order within SageCRM, it is currently impossible to designate the sales Order Number rather it autopopulates the next Automatic Sales Order ...by: Doug G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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