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Votes
138
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 9 days ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
64
Email invoice directly from AR/SO
There should be a "Email" button when viewing invoices where you could resend a copy of an invoice/PO/SO, etc.
by: Lynette S. | over a year ago | Last activity 27 days 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
20
A way to know if a customer is tax exempt when adding a new ship to
When we add a new ship-to address for a customer, we need a way to know that the customer is already setup as tax exempt for the bill-to and other locations. Right now ...
by: Carolyn W. | over a year ago | Last activity 4 months 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
CUSTOMER NUMBER OR CODE
WE R UNABLE TO CHANGE CUSTOMER NUMBER OR CODE IF CUSTOMERS COMPANY NAME CHANGES
by: 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
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
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 configuration
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
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
15
Purge Prospect quotes task
Currently there isn't a utility to delete Sage CRM Prospect quotes from Sage100. The quotes have a type of P and the standard utilities only by purging items with a Q. ...
by: Christine 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
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
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
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
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
11
AR Invoice History address s/b retained
A/R Invoices do not retain Billing and Shipping address info in A/R Invoice History Header though S/O invoices keep that detail. Thus you can't run a report by state, ...
by: Julie 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
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
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
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
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
8
Create an option to process a returned ck from a customer and add the ...
Create a function to process a return check from a customer adding adding the bank charges and to reflect on customer's account.
by: Claudia A. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Customer Mgment (CRM)
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