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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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Completed
3
Sage 300 ERP 6.x Portal Date format should adjust to the country the ...
The portal in 6.0 and in 6.1 (2012) shows all dates in US format (mm/dd/yy) even though the system date is Australian format (dd/mm/yy) and dates in Accpac display ...by: Stephen C. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Completed
4
Portal inquiry does not honor GL security
After encountering this issue with a client following an upgrade to v 2012, we were told that the Portal Inquiry tool does not honor GL Security settings, because the ...by: Rebekah H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Completed
13
CRM Quotes/Orders - put Salesperson splits function in
Add the Salesperson 1 through 5 split in the new Quote/Order screen for 6.0 in CRM.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
5
ADD SSL Support
ADD SSL Support to Email Manager in SAGE CRM 200 so one using Exchange with SSL can poll from a email account inside there own exchange server instead of using a 3 party ...by: Chris 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
6
CRM - Support TLS Encryption Natively for Email (Gmail, O365)
We are seeing a lot of clients move to Office 365 for their hosted Exchange. You must use TLS Encryption to connect to these mail servers. Please support this natively. ...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
CRM Promote to Customer/Vendor - additional fields
Allow us to modify which fields from the Sage 300 ERP Customer screen are available for updating when promoting a Company to a customer or Vendor from within Sage CRM. ...by: Darlene 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
12
Create Outlook Meeting invitation from CRM
It would be nice to be able to create an Outlook meeting request from CRM. Currently you have to create the meeting in outlook and then go to CRM to associate it to the ...by: Ryan K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Completed
17
SageCRM users can create/edit purchase orders with out a LanPak
It would be nice to allow CRM users to create a Purchase Order (PO) while in SageCRM without using an Accpac license (LanPak). It would be ideal if this was possible to ...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
3
Integrated Sage 300 cloud and Sage CRM cloud
It would be great to have Sage 300 cloud and Sage CRM cloud integrated.by: Sheila C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Completed
16
CRM quotes/orders
In the regular Accpac screen when creating orders, users have the ability to enter a reference. That field is non existent on the CRM version. Users need to be able to ...by: Prabha V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Completed
46
Order Entry/Purchase Order - Auto Create a Purchase Order from a Sales ...
The functionality that exists now is good but an icon shold be accessible directly from the Sales Order screen. It should also transfer all descriptions, instruction and ...by: Glen M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Completed
22
Import items from Accpac to CRM
It would be great to have a import items from Sage Accpac to CRM. These items could be used in quotes, orders and oppotunity items. It would prevent having to recreate ...by: Stéphane 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
1
Document that specifies what the different header fields mean in a ...
Lists all data headers and the corresponding definition of the field.by: Ed S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Setup / Environment
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Completed
8
List of mandatory fields required while preparing import sheets
Hope It will be good idea to have list of all mandatory fields required while preparing import sheets for masters and opening balance in all the modules. Since there are ...by: Shahid A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Completed
3
Create functionality of Tax Group ( including AUTOMATIC computation) ...
Currently, such ‘withholding tax’ entry is computed manually and entered as adjustment within the payment. Provide automatic adjustment (based on selection from table ...by: Rafael L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Completed
4
Open source the Sage CRM OE Web Screens to the Sage Community
Since the ideas presented on this site to enhance the OE Web screens are not being resolved, it's clear that R&D is not going into these screens. No new features have ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
Welcome to the Sage 300 ideas forum. We are listening!
