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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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Votes
3
CRM - Edit company and contact link on an e-mail
When using the Mail Manager Server function, if the e-mail as been missed filed or did not find any match on the person or company, it would be great to be able to modify ...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
3
List Fields and Button Group Buttons - Allow "New Window" option
Allow a list field or a button group button to run a custom page or dotneturl in a new window (popup). Right now you have to perform some clientside hacks to get info 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
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 ...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
3
CRM - Allow Non-Admin Users to Make Group Public
It would be nice if their was a user option to pick which users can make groups public i.e. "All Users" in the Available To: dropdown. I would expect to see the choice in ...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
Track Billing Hrs inside of CRM and to be able to report on it
Why can't we do this?by: Colin 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
2
Sage CRM Integration - To be able to copy Order for just a single ...
Currently there is no Copy Order function in Sage CRM. With the enablement of copy order in Sage CRM, it is more time saving to copy an Order with a lot of items in the ...by: Fred A. | about a year ago | Last activity 9 months ago | Status changed about a year ago | Customer Mgment (CRM)
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Votes
2
Set a default territory on a CRM integration with Sage 300
When adding a Sage 300 integration, there needs to be a field to set the default territory of the company and person record. At the moment, everything goes into ...by: Lee 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
2
Ability to print statements at any time.
Currently if I said the statement printed OK I can no longer print another statement for that account. I must say it did not print OK and then I can reprint. What's up?by: Shaun G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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