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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)
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Completed
7
Sage CRM - Integrate with new Sage 300C screens
Please for the love of all that is good, get rid of the old OE Web Screens (SWT based) and integrate with the new Sage 300c screens. Preferably the customer would not ...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
15
Withholding Tax for West Africa (WHT)
Withholding Tax is a Tax deducted at source from every payment above a particular threshold on behalf of the State/Government. The calculation of WHT is different ...by: Enoch M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Completed
59
Tax Tracking records should not be deleted
When running the Tax Tracking report with 'Clear Tax Tracking Information' ticked, the records should not be deleted. They should either be flagged and dated as ...by: Steve B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Completed
16
tax tracking report by period
Please have an option to enter a start period or start date. I understand all about the clearing and if you back enter a date etc it wont appear. Let the users choose ...by: Stacey O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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