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Votes
3
CRM 3CX PBX intergration
Provide configuration for Sage CRM to 3CX PBX integration.by: Brett A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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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?by: Shaun G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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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 ...by: shayju K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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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 ...by: Lee S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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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.by: Ron F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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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 ...by: Tomas B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
3
CRM - SData filtering in Dashboard widget
When creating an SData widget there is absolutely no way to filter it. So for example if we want to show some open orders from a Sage accounting system via SData feed, or ...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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Votes
6
Have control on the number of decimals for numeric and Currency feild
Permit to control the number of decimal to show, in a screen. In some case we do not whant to see 6 decimals across the CRM but for unit price we do.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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Votes
4
CRM - Dashboard email action - display in popup instead
In the new interactive dashboard, if you choose to use the email action within a list, it brings you to a new page to send the email. Once finished the entire Dashboard ...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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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 ...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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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 databy: Joseph P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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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 ...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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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 ...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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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 ...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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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 ...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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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 ...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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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 ...by: Nina S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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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 ...by: Nina S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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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 ...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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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 ...by: Grant G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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