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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
19
Be able to send a Document as attachment in an email in SageCRM
You can send Global Documents and also attach local files with the email editor, but need to be able to attach a document from the Documents tab in an email. Currently ...
by: Stacy D. | over a year ago | Last activity about a month 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 3 months ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
17
item description on a price list
when you change the description on a item because there was a error etc. it should give you a option to update the price list description and well
by: Lazer R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
16
Request to Implement Multi-Factor Authentication (MFA) for Sage CRM
While implementation of Multi-Factor Authentication (MFA) in Sage CRM is already on the road-map, we are advocating for this to be prioritized for the 2024 release. As ...
by: Tomas B. | 9 months ago | Last activity about a month ago | Status changed 9 months ago | Customer Mgment (CRM)
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Votes
16
CRM - Schedule Reports to Run and Email
Allow CRM reports to be run on schedule and delivered via email in desired format (PDF,HTML, Excel, CSV). Allow users to "subscribe" to reports or determine when they ...
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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Votes
15
Show the Active/Inactive A/R Customer/Vendor status on the CRM Company ...
For integrated CRM with Sage ERP Accpac, allow the user to see the active/inactive status on the CRM Company Summary page for Customers and Vendors.
by: Andrea M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
13
Create invoices in SageCRM without using a LanPak
While in SageCRM the user should be able to easily create and print to a PDF invoices which would allow the user to attach to the customer record and/or communication to ...
by: Travis T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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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 ...
by: Ryan 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
12
Order Inquiry>All Orders
Ability to search on a specific order number within Order Inquiry>all Orders. We can search on date, but if the customer has alot of orders you have to scroll thru them, ...
by: Mary C. | over a year ago | Last activity over a year 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 3 months ago | Status changed over 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 3 months ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
11
CRM- Summary only reports
To be able to build a report but ONLY show the summary results. i.e. I want to see the count of people in the state of Texas who are Customers. Now you have to display ...
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
11
Sure would be nice when a customers information is entered ...
Right now we have to delete an order and redo it just to get a correct address for that order.
by: Rebecca 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
11
CRM Quotes/Orders - Allow choosing a Person's Address as Ship-To
When creating a Quote/Order it would be nice to allow the user to choose the contact (Person) from the company within CRM to ship-to. This would populate the Ship-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
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.
by: Rob L. | over a year ago | Last activity about a month ago | Status changed over a year ago | Customer Mgment (CRM)
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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 ...
by: Stephen H. | over a year ago | Last activity about a month ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
9
Sage 300 (2018) The ability to apply multiple prepayments to an ...
Our clients make more than one prepayment before they are invoiced and currently only one prepayment can be applied to the invoice. I would be easier to have the ability ...
by: Stephanie L. | over a year ago | Last activity 9 months 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)
Welcome to the Sage 300 ideas forum. We are listening!
