• 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 ...
  • 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 ...
  • 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 ...
  • Votes

    16

    Request to Implement Multi-Factor Authentication (MFA) for Sage CRM

    While implementation of Multi-Factor Authentication (MFA) in Sage CRM is already on the road-map, we are advocating for this to be prioritized for the 2024 release. As ...
  • 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 ...
  • Votes

    1

    When creating Reports, can the dropdown for views be sorted ...

    When you select New Report, then select the dropdown to select a view, the list is sorted by the view name and not the view caption. The list is difficult to read.
  • 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 ...
  • 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 ...
  • 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

    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 ...
  • 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

    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 ...
  • 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 ...
  • 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%.
  • 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 ...
  • 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.