• 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 ...

  • Votes

    2

    Add Delivery Confirmation Check box

    Add a Delivery Confirmation Check Box be added on the Address Tab of Sales Order Entry. Similar to the residential check box. This will be helpful for system integrated ...

  • Votes

    3

    Reseller Cert Expiration Date Field

    I try to be proactive with staying in compliance in regards to charging customers tax and also reminding customers there reseller certificate is expiring, but have to ...

  • 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 ...

  • 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. ...

  • Votes

    1

    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 ...

  • Votes

    7

    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.

  • Votes

    4

    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. ...

  • 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 ...

  • Votes

    2

    Enter a part on the fly when entering an Alternate or Alias.

    I would like to be able to enter a part on the fly while entering an alternate part # or alias. Enter the alt # get a warning this part does not exist would you like to ...

  • Votes

    2

    please reinstate the company name on the icon displayed at the bottom ...

    We used to me able to easily know which company we were toggling through because the company name was displayed on the icon. Now all we see for any open company is Sage ...

  • Votes

    10

    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. ...

  • Votes

    3

    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 ...

  • 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 ...

  • Votes

    1

    Add more ship to addresses in Customer Profile

    We have a customer that has more than 20 ship-to addresses. I would love to see an option to add more than 20

  • Votes

    6

    i would like to be able to add another deposit to a cash receipts ...

    Instead of going directly to post a cash receipt deposit, could the system ask if you have another deposit to enter. Then several ACH deposits could be enterred in the ...

  • 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 ...

  • Votes

    4

    See a Notification that a Memo exists against a line item in Customer ...

    To be made aware a Memo exists against a line item instead of having to double click each line item to see if there is an note entered against it. Some ideas: -have a ...

  • 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 ...

  • 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 ...