• Votes

    9

    Sage 300 (2018) The ability to apply multiple prepayments to an ...

    Our clients make more than one prepayment before they are invoiced and currently only one prepayment can be applied to the invoice. I would be easier to have the ability ...
  • Planned

    4

    Track 3 addresses for a customer: Customer Address, "Ship To" Address ...

    When dealing with large organizations we typically have to manage 3 addresses. Sage gives us the ability to manage 2. We also need to be able to mail or email the invoice ...
  • Votes

    3

    CRM 3CX PBX intergration

    Provide configuration for Sage CRM to 3CX PBX integration.
  • Votes

    2

    Ability to print statements at any time.

    Currently if I said the statement printed OK I can no longer print another statement for that account. I must say it did not print OK and then I can reprint. What's up?
  • Votes

    4

    Sage 300 Integration with Sage CRM : Quote/Order Items -Add Line ...

    In the previous version of integration, when adding quote/Order items , the new line was automatically available. In the web screen integration- User need to click on the ...
  • Votes

    2

    Set a default territory on a CRM integration with Sage 300

    When adding a Sage 300 integration, there needs to be a field to set the default territory of the company and person record. At the moment, everything goes into ...
  • Votes

    1

    When creating Reports, can the dropdown for views be sorted ...

    When you select New Report, then select the dropdown to select a view, the list is sorted by the view name and not the view caption. The list is difficult to read.
  • Votes

    4

    MultiFactor Authentication for SageCRM

    Many of our customers are requesting enhanced security in CRM like MFA, with a Google Authenticator Code at login. This is pretty much standard practise for any modern ...