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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 10 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 10 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 8 months 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 8 months 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 over a year 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)
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Votes
9
CRM needs better functionality for dynamic selection lists
CRM needs the ability to have selection lists be dynamic based upon another field. The current methods are clumsy work arounds.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
8
CRM - User be able to re-arrange tabs
Allow the user to re-arrange the order of tabs for an entity. They are allowed to show/hide which is nice, but some users access the tabs in different orders depending on ...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
8
Ability to enter a quote for a specific person and/or address.
We need to be able to enter a quote for a specific person and/or address. Currently the bill-to address for a quote is ALWAYS the company default address. An additional ...by: Mary O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
8
Allow a user to view the Customer On Hold status of an A/R Customer ...
If an A/R Customer in Sage ERP Accpac has been placed on hold the user in CRM should see an On Hold checkbox on the Company Summary Screen in integrated CRMby: 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
8
CRM - Allow Promote to both Customer and Vendor at same time
In CRM Promote to ACCPAC tab allow to promote to Customer and Vendor at the same time. It is common to have a customer that is also a vendor. You have to now create 2 CRM ...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
8
Add BOM selection in CRM's Order Entry sData screen
We have clients that are a heavy BOM & CRM users. A big number of their orders have the Kit/BOM field and/or Customers item number needing to be filled in right at ...by: Mach Z. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
8
Please bring back support via email
This was much easier for me to submit my questions and include a print screen. I could then complete other tasks while waiting for a response. I do not have time to ...by: Nina 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
8
CRM password automatically update when you change Accpac password
When a user updates their password in Accpac, can it automatically update within CRM so the administrator doesn't have to go in and reset their CRM password every time a ...by: Molly C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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