-
Votes
4
Lock Customer Memo Notes
There have been times where people will go into a memo note and either erase the existing notes or add notes that does not pertain to the memo note description. Can ...by: Jessica C. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Customer Mgment (CRM)
-
Votes
1
Automatic input of customer info in chat.
Support chats can be clunky and sometimes the needed info is not easily found. Allow the chat to pull Customer Number, Version number and User name from the software ...by: Kellen N. | about a year ago | Last activity about a year ago | Status changed about a year ago | Customer Mgment (CRM)
-
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)
-
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)
-
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)
-
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)
-
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)
-
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)
-
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)
-
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)
-
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)
-
Votes
6
MAS90 and 200 Small Business Server
Support Small Business Server for EES.by: John R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
Votes
5
Customer Memo: allow them to transfer when creating new account by ...
We create accounts by the department that sells, services or rents to the customer so sometimes there are 3 accounts for same customer. It would be nice to have the ...by: Christine S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
Votes
1
Create a data base portion for the MAS 90. We are heating/air ...
The programs offered for our industry just can't compete with the MAS 90 for the accounting portion. It would be great if I can merge a data base type program with the ...by: Gina A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
Votes
6
customer change in AR Invoice Entry
When you have a miscellaneous customer code setup, when you are in invoice data entry and you click the "customer button" and change the name of the customer, then click ...by: Catherine H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
Votes
5
Be able to search and bring results up in grid form.
Adding data to new field, need ability to filter "Null" to bring up all acoounts missing data in a particular field instead of viewing one customer account at a time. ...by: Jim C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
Votes
6
When creating a sales order from CRM using the copy from order ...
Currently when you create a sales order from SageCRM and you use the Copy From feaure and copy from the sales order, only the lines information is copied and none of the ...by: Greg H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
Votes
8
Documents created in CRM cannot currently be emailed from the CRM ...
I find this very strange for a customer communication program to not offer a way to communicate documents to customers. Please give me the ability to email forms and ...by: Andrea J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
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)
-
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)
Welcome to the Sage 100 ideas forum. We value and welcome your suggestions!
