• Votes

    3

    Sage CRM 2024 - Turn off text formatting in Multi-line fields

    Sage CRM 2024 introduces a new feature where users can use HTML tags to format bold and italic text in multi-line fields. It would be great if this could be turned on/off ...
  • Votes

    3

    Sage CRM 2024 - Make the Chat-Bot a User Preference

    Sage CRM 2024 introduces a new feature where the AI Chat-bot is always enabled system-wide. While it's possible to turn this feature off system-wide by editing the ...
  • Votes

    18

    Request to Implement Multi-Factor Authentication (MFA) for Sage CRM

    While implementation of Multi-Factor Authentication (MFA) in Sage CRM is already on the road-map, we are advocating for this to be prioritized for the 2024 release. As ...
  • Votes

    2

    Sage CRM Integration - To be able to copy Order for just a single ...

    Currently there is no Copy Order function in Sage CRM. With the enablement of copy order in Sage CRM, it is more time saving to copy an Order with a lot of items in the ...
  • Votes

    13

    Create invoices in SageCRM without using a LanPak

    While in SageCRM the user should be able to easily create and print to a PDF invoices which would allow the user to attach to the customer record and/or communication to ...
  • Votes

    4

    Change the email / sms fields to allow for the full email or sms ...

    At the present time the user sms field looks at the entry and combines the @ with the common domain in the sms setup. If you try to cheat and enter the complete address ...
  • Votes

    19

    Be able to send a Document as attachment in an email in SageCRM

    You can send Global Documents and also attach local files with the email editor, but need to be able to attach a document from the Documents tab in an email. Currently ...
  • Votes

    8

    Streamline tabs and maximize screen real estate

    1. When a SageCRM install has several tabs across the top for an entity, the user must scroll to see them all. This is very common and users find it frustrating and hard ...
  • Votes

    6

    New Appointment option in Groups or Workflow in SageCRM

    Can currently create a "Task" but not an "Appointment" from Groups or Workflow action.
  • Planned

    15

    Include links to Sage Accpac data in Sage CRM views

    Create views in CRM for Sage Accpac data. These views could be used for reporting and dashboards in CRM. Would also tie Sage Accpac and CRM closer together and make them ...
  • Votes

    9

    Allow CRM Calendar Screen to show in a separate window.

    Since more and more users have 2 monitors, allow the CRM Calendar to show in a separate window so that users can put it on a 2nd monitor. This would allow users to see ...
  • Votes

    2

    Allow CRM Workflow to update / start another workflow

    Need ability of one workflow to update and or start any another workflow. For example, have a Company Workflow, which when I set the Status to Opportunity, it creates an ...
  • Votes

    23

    Sage CRM - User Based Security for Reports

    Be able to define on a report-by-report basis which users have rights to the report. Could have options for User, Team or Security Profile. This is standard in most ...
  • Votes

    9

    Sage CRM - Integration to Sage ACCPAC ERP at Person level

    Allow integration to AR/AP at the Person level in CRM. Many times a Person in CRM relates to the AR Customer or AP Vendor. In CRM you have to create a Company to hold ...
  • Votes

    4

    Sage CRM - Allow Recent list modification for standard entities

    For entities like Person, Company, Opp, Case etc, there is very often a need to display more info in the Recent list. For example you may have 2 Companies named Bragain ...
  • Planned

    11

    CRM - Add Customer PO Column to OE Inquiry - Orders

    This column is not provided for sales orders, but it is for credit/debit notes. This is an important information on the sales order and should be included in the data ...
  • Votes

    4

    Update CRM Workflow / status from a communication / task

    Most people work from calendar / tasks and would like to update the status of a lead / company / opportunity / case from the communication / task screen. Please add the ...
  • Votes

    7

    Person Merge - add an option that allows me to keep existing company ...

    When I merge two people, the oppos, cases, leads, communications, etc. are moved to the new person; that's great. But it also changes the Company reference as well on all ...
  • Votes

    2

    Sage CRM should have a feature to change / reassign territories

    There should be a feature in Sage CRM to reassign territories to companies. Every year or so we redesign our sales territories and need CRM to effect those changes on ...
  • Votes

    9

    SageCRM calendar in 15 minute increments

    Within SageCRM it would be great to have the ability to breakdown your calendar into 15 minute increments just like you can inside of Outlook.