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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 ...by: Fred A. | about a year ago | Last activity 9 months ago | Status changed about a year ago | Customer Mgment (CRM)
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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 ...by: Jan R. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Customer Mgment (CRM)
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Planned
17
crm copy quote
In CRM, we need to be able to create a new quote based on a copy of an existing quote. Can we have a feature to copy a quote to a different company/person/opportunity. ...by: Mary O. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Customer Mgment (CRM)
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Planned
11
CRM - Find OE Orders from Main Menu Find
Add a Find option to allow the user to find an OE Order by Order Number, Customer, Date etc. right from the main Find menu.by: Stacy D. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Customer Mgment (CRM)
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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 ...by: Sean S. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Customer Mgment (CRM)
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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
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 ...by: Stephen H. | 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
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 ...by: Ken 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
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 ...by: Steve 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
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 ...by: Stephen H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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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 ...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
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 ...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
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 ...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
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 ...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
New Appointment option in Groups or Workflow in SageCRM
Can currently create a "Task" but not an "Appointment" from Groups or Workflow action.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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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 ...by: Stephen H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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