We are having a hard time differentiating between customers with only the 30 characters allowed.
For example, we have multiple "customers" at YOSEMITE NATIONAL PARK SERVICE. When we search on our customer list, it appears that we have the "same" customer (YOSEMITE NATIONAL PARK SERVICE) duplicated; however the different customers listed are actually different divisions within YOSEMITE. For example, YOSEMITE NATIONAL PARK SERVICES - MAINTENANCE DIVISION *and* YOSEMITE NATIONAL PARK SERVICES - CUSTOMER SERVICE.
Yes, this is a simplistic example and we try to use abbreviations where possible (e.g. YOSEMITE NAT'L PARK), but we have customers that have a longer name that we can't always abbreviate to 30 characters. This is a problem when we create new customer accounts (to ensure we don't create duplicates) and also for when running reports for Management, as Mgmt thinks we have created duplicate customers.
~ Thanks ~
by: Lisa S. | over a year ago | Customer Mgment (CRM)
Comments
40-50 would be a good place to start
Make sure CRM is increased to the same amount of characters (they go hand in hand)
We have a similar issue, dealing with international customers with only 30 characters is really tough, hope sage reacts.
We have many international customers with company names longer than 30 characters. I currently have to continue the name into the first address line, which is a problem because there are not enough address lines as it is for many foreign addresses. Would like to see Sage increase the number of address lines and the amount of characters per line.
Can I ask why this hasn't been increased yet? You increased the Vendor Name field which has less votes on it than this post does. Still having a hard time understanding where Sage's priorities are when it comes to fixing issues or adding enchancements per this site.
International customers are very difficult with only 30 characters. Some customers do not allow abbreviations and then we have to create something outside of Sage which defeats the purpose.
Can someone at Sage let us know if this request is going to happen?
In our case we are running into overseas customers that are choosing not to pay us if their name isn't exactly right. So if we have to abbreviate their name to make it fit Sage100 then they literally don't pay us.
My work-around is to have a UDF for "Invoice Name" in AR so when the invoice prints it looks to see if anything is in that Invoice Name field and if so use that name, else use the customer name.
Extra Characters would be very helpful, 30 is not enough.
The customer and contact names have been expanded to 50 characters in the 2020 release of Sage 100cloud.