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Votes
5
Add Salesperson code to Database level security for Each SageCRM user
Add to the Sage ERP Accpac Administration area for SageCRM for each user assigned to a specific company one additional field for Salesperson code from the specific ...by: Rob L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
5
I CAN SEE ALL THE "OPEN" UNPAID INVOICES BY GOING TO "A/R DOCUMENT ...
I want to batch print the actual invoices that are unpaid, not just generate an A/R list or send statements. I want the unpaid invoices to be batch printed so that I can ...by: mike l. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
5
CRM - Allow multiple contacts for a Lead
One of the biggest limitation of Leads is that you can only have 1 contact. This sucks when trying to upload lead lists with several contacts, you almost have to push ...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
5
Opportunity workflow and order entry screen with Accpac 6.0 ...
With the Accpac 6.0 integration and SageCRM 7.0 when promoting quotes into orders. We can close the opprotunity. The Stage is being updated to 'Sales Agreed' and the ...by: Stéphane 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
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 ...by: Erica 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
5
CRM - File an Email to a Lead in Outlook Plugin
Seems overlooked the ability to file an email against a Lead from the Outlook plugin.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
5
CRM - Add "Clear" button to filter boxes
On all filter boxes for list pages, add a Clear button, that will reset all the fields in the filter to their default values. Very painful to have to go through each ...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
5
Execute Worflow rule Action when rule calls a Custom page
When creating a Workflow rule that calls a custom page, the rule action are bypassed. By calling a custom page in a Workflow rule, the rule action would also be ...by: Stéphane 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
5
CRM - New Report Design - Fields in the Select Column needs to be in ...
Designing new reports in CRM - the fields to choose from for the query are not alphabetized. - writing a new report is just frustratingly slow.by: Sartaj 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
5
CRM - Show if field is set to Required on main field list
Under customizations->table->fields show if the field is set to "Required" in the main list. Often when doing Data Uploads it's hard to determine if fields are required, ...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
5
CRM - Allow customization/more configuration for Outlook Synch
Allow mapping of fields between CRM/Outlook. This can be per-user or system wide. Also define what gets synched on a per-user basis. For example a user might not want ...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
MultiFactor Authentication for SageCRM
Many of our customers are requesting enhanced security in CRM like MFA, with a Google Authenticator Code at login. This is pretty much standard practise for any modern ...by: Tomas B. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
4
Change the email / sms fields to allow for the full email or sms ...
At the present time the user sms field looks at the entry and combines the @ with the common domain in the sms setup. If you try to cheat and enter the complete address ...by: Steven E. | over a year ago | Last activity 8 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
4
CRM Integrated with Sage 300 ERP, Customer promotion should create ...
Have CRM keep track of the next customer number and assign it during the customer promotion. In other words, eliminate the need to decide on what the customer number ...by: Dana S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Planned
4
Bring back the CRM Customer Statistics tab for the Sage 300 2019 ...
After upgrading Sage 300 to 2019 the CRM customer statistics tab no longer exists. While all this information still can be accessed in CRM, it is really inconvenient to ...by: Tomas 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
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
4
crm address search
You are unable to do a search of all the company address from the company search screen. It will only find the address that has been flagged as default. The point of CRM ...by: Ian L. | 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 - Installer - include IIS Settings
Create a Sage CRM installer that includes IIS settings. This will reduce the installation time significantly.by: Scott 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
4
CRM - Add filter box to the Company->Person tab's list
All other lists seem to have a filter box next to them, this one seems overlooked.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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