• 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?

  • Votes

    3

    CRM 3CX PBX intergration

    Provide configuration for Sage CRM to 3CX PBX integration.

  • Planned

    2

    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 ...

  • 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 ...

  • Planned

    2

    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 ...

  • 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 ...

  • 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 ...

  • Planned

    5

    Allow Orders/Packing Slips to be Processed through CRM

    Currently, you can convert a quote to an order in CRM, but then you need a separate AccPac license to be able to complete the OE process, including printing packing ...

  • Votes

    1

    Automatic Comment by Customer

    Automatic comments that fill in the Order Entry Totals tab based on entry in AR customer info screen that will print on Order Confirmation, Pick List and Invoice. ...

  • 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 ...

  • Votes

    7

    Default salesperson code

    Default salesperson code on quote template to the current user logged in creating the quote. And default sales split to 100%.

  • Planned

    8

    On Hold comments only appear in ACCPAC. They need to appear in CRM at ...

    On Hold comments only appear in ACCPAC. They need to appear and allow editing in CRM at document order

  • Votes

    3

    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 ...

  • Votes

    6

    CRM - Ability to Link a Company to an existing AR/AP record

    On a CRM Company you should be able to attach it to an existing ERP A/r Customer or A/P Vendor record.

  • 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 ...

  • Planned

    7

    CRM OE Web Screen - Improvements

    Several enhancements are needed in the OE Web Screens within CRM to get them closer to the classic desktop screen: - Increase the Width of the screen. In the latest ...

  • Votes

    2

    Change rep on a account or price list

    it should be a option to change a rep or price list on a customer to all of there ship to address

  • Votes

    15

    item description on a price list

    when you change the description on a item because there was a error etc. it should give you a option to update the price list description and well

  • Votes

    2

    Sage CRM - Aggregated Logging for Troubleshooting

    Aggregate all CRM, Tomcat, Jakarta, etc. logs into one easy to read format with filters. Like the windows event log.

  • Votes

    4

    Sage CRM - Installer - include IIS Settings

    Create a Sage CRM installer that includes IIS settings. This will reduce the installation time significantly.