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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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Votes
4
CRM - Dashboard email action - display in popup instead
In the new interactive dashboard, if you choose to use the email action within a list, it brings you to a new page to send the email. Once finished the entire Dashboard ...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
CRM - Allow Table Level Scripts to be "Disabled"
Please allow a TLS to be disabled. When troubleshooting if a TLS is causing a problem you can't simply disable it to see if is the cause. You have to delete the TLS, or ...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
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 ...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
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 ...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
4
CRM - Outbound call handling - Edit Lead/Promote Lead to Opportunity
When working with Outbound call handling feature with a Lead group you cannot Promote the Lead without leaving the call screen. This sucks as you have to go to the Lead, ...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
3
Sage CRM 2024 - Turn off text formatting in Multi-line fields
Sage CRM 2024 introduces a new feature where users can use HTML tags to format bold and italic text in multi-line fields. It would be great if this could be turned on/off ...by: Tomas B. | 7 months ago | Last activity 2 months ago | Status changed 7 months ago | Customer Mgment (CRM)
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Votes
3
Sage CRM 2024 - Make the Chat-Bot a User Preference
Sage CRM 2024 introduces a new feature where the AI Chat-bot is always enabled system-wide. While it's possible to turn this feature off system-wide by editing the ...by: Tomas B. | 7 months ago | Last activity 2 months ago | Status changed 7 months ago | Customer Mgment (CRM)
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Votes
3
CRM 3CX PBX intergration
Provide configuration for Sage CRM to 3CX PBX integration.by: Brett A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
3
CRM - SData filtering in Dashboard widget
When creating an SData widget there is absolutely no way to filter it. So for example if we want to show some open orders from a Sage accounting system via SData feed, or ...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
3
Inactive Person in Sage CRM
It would be nice to mark a person in CRM inactive, irrespective if they have opportunities. If the person is no longer with the company, the opportunity should stay with ...by: MAGGIE 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
3
Link more sales reps to customer profiles
Allow unlimitted sales reps to be linked to an A/R customer profile. Some of the customers I work with have 100's of sales reps and I might work with 50 of them on a ...by: Christopher C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
3
View BOMs from CRM for Quoting
We are a manufacturer and use BOMS for all machinery sold. It would be very helpful if CRM users can drill down from the OE Inquiry/Serial Number Sales History Screen to ...by: MAGGIE D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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