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Votes
5
CRM address field length - data truncated in Sage 100 integration
CRM address fields default to 40, Sage 100 addresses are 30 characters. When promoting to a customer/order the full length CRM address gets truncated in Sage 100. ...by: P 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
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)
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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
5
Sage Sales Order connected to Sage CRM Opportunity link to Customer ...
If the Sage CRM Opportunity field is filled on a Sales Order when viewed from Sage 100 or the Sales Order screen was launched from Sage CRM, the Customer No. field is not ...by: Michele 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
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)
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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
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
4
Create a Ship Via Code field in the saved ship to Addresses
In customer maintenance you can set a ship via code to auto populate in an order once you choose that customer. Make it possible to add that option to the Ship to ...by: Jennifer J. | over a year ago | Last activity 11 months 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
4
Customer Maintenance "Items" page
This drop-down page should show the year-to-date sales rather than just the first quantity sold in the current year (or whichever year). We have customers who order the ...by: Sheila N. | 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
Sage 100 CRM Activity Log times log in local time not Dublin time
Sage 100 - Customer Relationship Management - CRM Activity Log - currently logs activies from integration engine as Dublin time - this is confusing for users/IT teams ...by: DANIEL R. | about a year ago | Last activity about a year ago | Status changed about a year ago | Customer Mgment (CRM)
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Votes
3
CRM Integration - Change in Customer should not synch ALL Ship-To ...
Currently, a change to a customer record - such as Credit Hold selection- will synchroize ALL the Ship-To Addresses for that customer in the Sage 100 Integration Engine ...by: DANIEL R. | about a year ago | Last activity about a year ago | Status changed about a year ago | Customer Mgment (CRM)
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Votes
3
SageCRM v2020 - What Sage 100 builds will it work with?
Right now we only see a SageCRM v2020 build for Sage 100 2020. Which doesn’t do us much good because most of our customers are on Sage 100 2018 or 2019. Can we get an ...by: Don G. | 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
Entering a new order via Sage CRM cannot see City and State fields of ...
When selecting to create a new order when you have not got a company selected in CRM, one cannot see the city and state fields of the company list. Therefore, if you have ...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
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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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
2
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. | 16 days ago | Last activity 4 days ago | Status changed 16 days ago | Customer Mgment (CRM)
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Votes
2
Make "Company ID from Bank" a selection under: For "Immediate Origin" ...
In section 7-1 Company Information, under Payroll Direct Deposit setup and Vendor ACH Payment Setup add an option to select Company ID from Bank under the selection item: ...by: Arlene L. | about a year ago | Last activity about a month ago | Status changed about a year ago | Customer Mgment (CRM)
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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
2
Sales Order & Quote History screens, when previewing, a small window ...
When previewing an invoice, a small window flashes on the screen that isn't there long enough to read. It's actually quite bothersome & just seems to interfere with ...by: Janet S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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