-
Votes
1
Retracted*
--by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
Votes
1
Communication reports filter off Groups in SageCRM
We are constentally having to manually check on accounts one at a time to find out if our staff contacted them. If we could simply create a group, run a report with date ...by: Garrett H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
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 ...by: Erica G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
Votes
1
File Mail Merge documents under the Company Library not the User
Mail Merge documents are filed under the User that created them. They should be filed under the Company they are created for so all entries in the Document tab reside in ...by: Laura K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
Votes
1
SAGE CRM200 request increase the Search SQL is that limited to 128 ...
SAGE CRM200 request increase the Search SQL is that limited to 128 from 70 to matach the limitation giving in SQL currently you are maxed out in the UI 70 but in the ...by: Chris W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
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)
-
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)
-
Votes
1
CRM - Data Upload - Truncate characters if longer than target
With a data upload it would be nice if you could check a box that says "truncate source fileds longer than target field". This would auto truncate the length if it goes ...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!
