• 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.
  • Votes

    7

    Mass email to other address than Business

    We created a Third email field wich containes all the emails from our web site, but we also have business email adress for our contacts. We are unable to send mass emails ...
  • Votes

    2

    Reports and Groups results including Null Values

    In Groups and Reports when we select “Does not match any of the values” Search criteria for a combo box field type, the result does not include the NULL values. We ...
  • Votes

    6

    Sage CRM - Change info displayed in appointment on Calendar and ...

    When viewing the Calendar by day, it would be nice to modify whats shown on the appointment grid for each appointment. For instance the ability to add the Opp/Case ...
  • Votes

    9

    CRM needs better functionality for dynamic selection lists

    CRM needs the ability to have selection lists be dynamic based upon another field. The current methods are clumsy work arounds.
  • Votes

    6

    Incorporate 'Private' functionality in CRM like Outlook

    In Outlook when users are using shared calendars, if somebody flags something as 'Private' other users can still see that appointment for that person, but can't ...
  • Votes

    2

    Provide for selective updates to company or person from Excel sheet.

    a couple of years ago we had a custom ASP page written that allowed a user to create a Excel sheet for updates to company and or person records. The way it worked is ...
  • Votes

    13

    Create new person/company when filing email

    It would be nice to have the option to create a new person/company when filing an email from outlook. Currently if you try to file an email to a contact that does not ...
  • Votes

    6

    Allow Appointments to track multiple attendees from multiple companies

    Not just 'Related Persons', but actual appointments in each Person's Communications tab. We seldom meet with just one person. Typical meetings are with from 2-to-4 ...