• Votes

    5

    Execute Worflow rule Action when rule calls a Custom page

    When creating a Workflow rule that calls a custom page, the rule action are bypassed. By calling a custom page in a Workflow rule, the rule action would also be ...
  • Votes

    7

    When signing into CRM via Outlook integration, your domain login ...

    When accessing the CRM via outlook, you have to login to CRM using your CRM login info. CRM should authenicate using your domain login data
  • Votes

    8

    CRM - Allow Promote to both Customer and Vendor at same time

    In CRM Promote to ACCPAC tab allow to promote to Customer and Vendor at the same time. It is common to have a customer that is also a vendor. You have to now create 2 CRM ...
  • Votes

    4

    CRM - Allow Table Level Scripts to be "Disabled"

    Please allow a TLS to be disabled. When troubleshooting if a TLS is causing a problem you can't simply disable it to see if is the cause. You have to delete the TLS, or ...
  • Votes

    3

    List Fields and Button Group Buttons - Allow "New Window" option

    Allow a list field or a button group button to run a custom page or dotneturl in a new window (popup). Right now you have to perform some clientside hacks to get info to ...
  • Votes

    3

    CRM - Allow Non-Admin Users to Make Group Public

    It would be nice if their was a user option to pick which users can make groups public i.e. "All Users" in the Available To: dropdown. I would expect to see the choice in ...
  • Votes

    1

    CRM - Choose which Workflow when creating Opp/Case etc. from a ...

    When choosing "Create Opportunity" or "Create Case" from a workfow rule, be able to choose which Workflow the Opp or Case belongs to. If you have more than one workflow ...
  • Votes

    8

    Please bring back support via email

    This was much easier for me to submit my questions and include a print screen. I could then complete other tasks while waiting for a response. I do not have time to ...
  • Votes

    7

    Word wrap on Column Titles

    We like to see all information on the screen without having to scroll. The column titles are long but the data is very short. Please allow the adminstrator to select ...
  • Votes

    1

    CRM - Workflow email to come from user clicking the progress

    When you choose email as workflow action, allow the email to come from whatever user clicked the workflow rule. In 7.0 you have to specify a hardcoded value for the From ...
  • Votes

    7

    Outlook File Email screens. It would be nice if a few things were ...

    File Email screens. It would be nice if a few things were available from that screen: 1. Create a new Company/Person on the fly. 2. Create a new Case/Opportunity on the ...
  • Votes

    5

    CRM - Allow multiple contacts for a Lead

    One of the biggest limitation of Leads is that you can only have 1 contact. This sucks when trying to upload lead lists with several contacts, you almost have to push ...
  • Votes

    1

    CRM - Data Upload - Truncate characters if longer than target

    With a data upload it would be nice if you could check a box that says "truncate source fileds longer than target field". This would auto truncate the length if it goes ...
  • Votes

    6

    CRM - Allow Private Email Templates

    It would be nice if users could create their own private email templates separate from the global email templates.
  • Votes

    3

    CRM - Edit company and contact link on an e-mail

    When using the Mail Manager Server function, if the e-mail as been missed filed or did not find any match on the person or company, it would be great to be able to modify ...
  • Votes

    2

    CRM - Sharepoint integration

    Have an integration with sharepoint for the document management. be able to view the document form the CRM and from Sharepoint.
  • Votes

    5

    CRM - File an Email to a Lead in Outlook Plugin

    Seems overlooked the ability to file an email against a Lead from the Outlook plugin.
  • Votes

    5

    Opportunity workflow and order entry screen with Accpac 6.0 ...

    With the Accpac 6.0 integration and SageCRM 7.0 when promoting quotes into orders. We can close the opprotunity. The Stage is being updated to 'Sales Agreed' and the ...
  • Votes

    5

    Add Salesperson code to Database level security for Each SageCRM user

    Add to the Sage ERP Accpac Administration area for SageCRM for each user assigned to a specific company one additional field for Salesperson code from the specific ...
  • Votes

    1

    SAGE CRM200 request increase the Search SQL is that limited to 128 ...

    SAGE CRM200 request increase the Search SQL is that limited to 128 from 70 to matach the limitation giving in SQL currently you are maxed out in the UI 70 but in the ...