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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 customerby: 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 helpby: 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
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Completed
2
F1 Context Help - Permanent Fix
While the source of this issue is Microsoft, I suggest that Sage look at a more permanent fix to the help file issue so they are not at the mercy of Microsoft. It is now ...by: Michael S. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Completed
2
Runtime version of Crystal breaks when other products installed
Some clients are running Sage 100 with HRMS Payroll (Sage 300 Payroll). However, Sage 100 has moved on to a newer version of Crystal Reports (version 2016) which breaks ...by: Paralea B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Completed
2
6.0 Portal - Allow refresh of all snapshots in Portal dashboard.
You can refresh one snapshot at a time, but I see no way to do a refresh on all snapshots on the page. Browser refresh (F5) forces a logout, so thats no good.by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Completed
2
The Session date when entering ACCPAC through the portal should ...
Changing the date when entering ACCPAC through the portal is just another step you have added to my keystrokes. If I enter ACCPAC the old way, it defaults to the current ...by: Kathie M. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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