• Votes

    4

    Enable the ability to print/export to MAPI in Sage 300 ERP 6.1

    In the upgraded version of Sage 300, the ability to export to MAPI is no longer available. You can only export to a file and then e-mail it.
  • Votes

    2

    password reset

    Enable in-house versions (not just the online version) of Sage CRM to allow users to have "forgot my password" email reset.
  • Votes

    5

    Merge Cases

    It is quite often that a customer will either forget to use the case reference number in the subject or they will send a followup case that relates to the same issue and ...
  • Votes

    1

    Reopen Closed Case Email

    It is quite frequent that a customer will ask a followup question to a solved case. If they actually use the same reference number in the subject line for that same ...
  • Votes

    3

    User Authorisation for access to customer /vendor groups

    Require ability to assign user authorisations; restricting access to specific Customer Groups in A/R and Vendor Groups in A/P. eg one user sets up and manages Staff A/R ...
  • Votes

    1

    Add document type adjustment to AR Customer Transaction Report

    When printing the A/R customer Transactions Report, you can select transaction types for invoices, credit notes, unapplied cash, receipts, debit notes, interest, ...
  • Votes

    2

    Duplicate Employee ID Records

    Have a fail safe implemented to ensure that if on an active employee record, there is no way to create a new employee record prior to exiting the current employee screen. ...
  • Votes

    6

    There needs to be an option to create an inventory item segment which ...

    Anyone who creates new SKU's frequently. It would be used whenever a new item is added.
  • Votes

    11

    national account - Credit Limit to reside at National Account record

    Is it possible to have the credit limit for all of the customers attached to this national account to reside at the national account level. This will then allow each of ...
  • Votes

    3

    crm - Inherit Company details when Creating a Person

    At the moment most of the obvious fields are inherited from the company record. However the following two are not - these are very important to ensure that the manager ...
  • Votes

    17

    Bank Entry - Autofill

    It certainly would be nice if the reference and description lines would autofill from the preceding line in the bank entry module so that multiple lines of split entries ...
  • Votes

    1

    In the Visual Process Flow for AR and AP, there is no post function ...

    The new Visual Proces Flow does not have a function for the posting of: AR Cash Receipts or Invoices AP Cash Disbursements or Invoices. Have to use the old ...
  • Votes

    4

    Show posted and unposted items in G/L

    It would be nice if we could have a report that would give us posted and unposted detail by chart number
  • Votes

    20

    Prevent users from changing/modifying OE Order No's

    I have had customers requesting a block on users changing/modifying the OE Order No. before posting the order. A tick box turning this feature on/off in the OE Setup area ...
  • Votes

    3

    multiple payment schedules

    When creating mulitple payment schedules, it would nice to have included a choice of date of current month, not just date from day of next month.
  • Votes

    7

    Bank Entry: instead of no detail reference or description give us ...

    We post bank entries daily. Each is for an individual transaction in one of many bank accounts. The CFO and owner must have a reference and description in the transaction ...
  • Votes

    1

    Bank Transfers - allow exchange gains as well as service charges when ...

    We do not use multicurrency accounting. Our company simply maintains separate bank accounts for US and Canadian dollar transactions. Periodically however the company ...
  • Votes

    12

    New Finder 'search operator' to show results for searches using two ...

    While searching in the Finder using "Description" and "Contains", entering two non-sequential words will not return results with other words in between. An operator ...
  • Votes

    4

    no default bank in AR

    it would be great to have no default bank in AR options, thus allowing one to choose the Bank to deposit to for each bank deposit transaction.
  • Votes

    20

    visual process flow to be able to run external programs, macros and ...

    Visual Process Flows need to be able to run external programs, macros and link to other visual process flows. This feature is excellent for being able to customize a ...