• 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 ...

  • Votes

    10

    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 ...

  • 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. ...

  • 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 ...

  • Votes

    3

    Setup Split Commissions by Ship To Location in Customer Maintenance.

    I have customers that have multiple ship to locations. We have split commissions on these customers based on the state that we are shipping to. I would like the ability ...

  • 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 ...

  • Votes

    6

    office 365 support in CRM

    Just wanted to ask if Sage CRM will work with Office 365?

  • Votes

    7

    Allow import into CU_Company thru Visual Integrator

    On version 4.50 if you import new customer masterfile records into AR_Customer and you're using SageCRM, there's no way to check the box to "Relate to SageCRM" short of ...

  • Votes

    1

    Wish there was a drop down screen for maintenance screens

    there was a drop down screen for maintenance screens

  • 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 ...

  • Votes

    6

    Have a default check box when printing in paperless office output. .

    Everytime I go to print I have to make sure it's not on emailing (which is used alot to email acknowledgements for SO). If forgotten our customers are getting additional ...

  • Votes

    6

    Create the ability to browse notes in CRM

    Currently when you look up notes in CRM, if the note is of any length, you must view each note individually and then go back to the list to choose another. Please, add ...

  • Votes

    8

    national accounts crm

    National Accounts creates relationships in MAS 90/200 between companies. SageCRM has relationships. The integration currently does not create relationships in SageCRM ...

  • 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, ...

  • Votes

    52

    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.

  • Votes

    8

    Documents created in CRM cannot currently be emailed from the CRM ...

    I find this very strange for a customer communication program to not offer a way to communicate documents to customers. Please give me the ability to email forms and ...