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Completed
10
Do not remove features in new revisions
Recently there have several times been features which have disappeared from one revision to the next, without any indication in the upgrade notices. Features should ...
by: Mary O. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Completed
43
Utilize Excel 64bit in creating financial reports
The Financial Reporter currently only allows you to use Excel 32bit, way outdated version. Sage should update the reporter to utilize the 64 bit version of Excel since ...
by: Candice J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Completed
7
Working with 2 screens
I work with 2 screens. When I have Accpac open I want to use it on screen 2 with my other programs working on screen 1. Every time I open a new window in Accpac it ...
by: Cindy P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Setup / Environment
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Completed
10
Link Bank Feeds into sage
It would be great to be able to link bank feeds directly into our bank rec area. This would allow auto match which you just then confirm. Would save a lot of time. There ...
by: Ryan G. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Completed
18
Sage CRM - National Account Integration to Sage ACCPAC ERP
Better National Account integration: 1. Allow N/As to be imported into CRM in config routine (much like Customers/Vendors) 2. AR customers tied to N/A will automatically ...
by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Completed
25
SageCRM users should be able to easily print to PDF any Accpac ...
CRM users should be able to easily print to PDF any Accpac document (according to the user's security profile- controlling what documents the user has access too) and ...
by: Travis T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Completed
43
Email Quotes from CRM quote screen
Using SageCRM and Accpac integration. It would be nice to add an email quote button to the quote screen so that you can email a quote to a company instead of having to ...
by: Terry G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Completed
55
SageCRM users should be able to lookup Accpac IC Item Location details ...
SageCRM users should be able to lookup Accpac IC Item Location details to know what quantities are available by location, what is on PO order, OE order, etc. This would ...
by: Annette B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Completed
31
LONGER EMAIL ADDRESSES or MULTIPLE EMAIL ENTRIES
I can't believe this hasn't been addressed in over a year. Seems like a relatively minor revision. I'm sure many clients use International emails (as we do) and they ...
by: Michelle H. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Completed
89
Longer email addresses
In AP and AR it would be great if the email address field was able to fit more characters, when dealing with some countries, the email addresses are substantially longer ...
by: Eva P. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Completed
194
Multiple contact persons per vendor and per customer
Add additional fields to add multiple contact persons per vendor and per customer
by: Stuart N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Completed
7
CRM - Entering a new lead should dedupe against lead and companies
Lead dedupe should exist in the first place and it should dedupe against Companies. When entering a lead you want to make sure you don't already have it as a prospect or ...
by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Completed
7
The OE save operation for Quotes and Orders should not update ...
When a user (admin) has created/defined their own Opportunity Status and Stages to be used in conjunction with a Workflow - the Save operation on OE Quotes/Orders portal ...
by: Dan O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Completed
9
CRM - Allow ACCPAC AR Customer, AP Vendor update modification
When you update a Customer in AR or Vendor in AP, allow us to configure what gets synced into CRM. Allow field mapping, or custom code to run when synced.
by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Completed
9
Recent list - CRM
For Company in the recent list it pulls from the Company Name field. Leads is from the Description field. We enter all of our leads by Company Name and have notes in ...
by: Kate R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Completed
10
Send Outlook invitation from New Appointment
This functionality has been around for years now and is almost expected by many clients.
by: Graham M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Completed
10
Word Wrap Comments issue in CRM OE screen
I really like the OE screen in CRM 7 but I noticed that when you enter comments or instructions at the line level the nice word wrapping does not flow into the 80 ...
by: Dana S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Completed
10
CRM- Better naming convention for patches please.
Is confusing when you mix letters for patch names (CRM 7.1d) with numbers (CRM 7.1 SP2). Which one is newer? Some consistency would help
by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Completed
12
Need more fields using New Address when Creating new quote/order in ...
When using CRM with SAGE 300 ERP integration, and using a New Quote or Order from a company which is not yet integrate with Sage 300 ERP, there is a "new address" for ...
by: Terry W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Completed
21
Separate Quote Table
It would be very helpful in our industry to have Quotes separated out into another table/UI component. We would like to Quote, then pull Quote into Order, then pull Order ...
by: Joe C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
Welcome to the Sage 300 ideas forum. We are listening!
