• 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 ...
  • 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

    5

    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

    7

    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

    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.
  • 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 ...
  • Votes

    6

    When creating a sales order from CRM using the copy from order ...

    Currently when you create a sales order from SageCRM and you use the Copy From feaure and copy from the sales order, only the lines information is copied and none of the ...
  • 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. ...
  • Votes

    6

    customer change in AR Invoice Entry

    When you have a miscellaneous customer code setup, when you are in invoice data entry and you click the "customer button" and change the name of the customer, then click ...
  • Votes

    1

    Create a data base portion for the MAS 90. We are heating/air ...

    The programs offered for our industry just can't compete with the MAS 90 for the accounting portion. It would be great if I can merge a data base type program with the ...
  • 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 ...