• 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 ...
  • 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.
  • 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. ...
  • 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

    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. ...
  • 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 ...
  • 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

    8

    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

    5

    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 ...
  • Votes

    7

    Inventory Inquiry History Tab - ability to have warehouse default to ...

    We have several warehouses. When we check Item Inquiry (History -Tab 4), the system automatically defaults to the main warehouse. Users in other warehouses have to ...
  • Votes

    1

    order entry by role

    we would like to limit order entry access to specific customer numbers based on user role. For example, only those in the warranty user role should be able to enter ...
  • Votes

    8

    When looking up invoices in Customer Maintenance, the forward/back ...

    should apply only to that customer's invoices. In 4.5, they scroll through all invoices. Thus, if you want to look through a customer's invoices for a certain ...
  • Votes

    1

    CRM - SQL French Collation

    Hi, In CRM the supporter collation for French language should be Accent Insensitive CI_AI. Because a lot of name in French has accents and this causes to have data ...
  • 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 ...