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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
5
CRM - Add "Clear" button to filter boxes
On all filter boxes for list pages, add a Clear button, that will reset all the fields in the filter to their default values. Very painful to have to go through each ...
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
6
CRM - If only one Accpac company linked, skip dropdown on Promote
When you click Promote to Customer (or Vendor), if only one Accpac company is linked to CRM (which I've found is the majority of setups), skip the need to choose the ...
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
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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Votes
1
SAGE CRM200 request increase the Search SQL is that limited to 128 ...
SAGE CRM200 request increase the Search SQL is that limited to 128 from 70 to matach the limitation giving in SQL currently you are maxed out in the UI 70 but in the ...
by: Chris W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
5
Add Salesperson code to Database level security for Each SageCRM user
Add to the Sage ERP Accpac Administration area for SageCRM for each user assigned to a specific company one additional field for Salesperson code from the specific ...
by: Rob 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
5
Opportunity workflow and order entry screen with Accpac 6.0 ...
With the Accpac 6.0 integration and SageCRM 7.0 when promoting quotes into orders. We can close the opprotunity. The Stage is being updated to 'Sales Agreed' and the ...
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
5
CRM - File an Email to a Lead in Outlook Plugin
Seems overlooked the ability to file an email against a Lead from the Outlook plugin.
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
2
CRM - Sharepoint integration
Have an integration with sharepoint for the document management. be able to view the document form the CRM and from Sharepoint.
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
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
6
CRM - Allow Private Email Templates
It would be nice if users could create their own private email templates separate from the global email templates.
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
1
CRM - Data Upload - Truncate characters if longer than target
With a data upload it would be nice if you could check a box that says "truncate source fileds longer than target field". This would auto truncate the length if it goes ...
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
5
CRM - Allow multiple contacts for a Lead
One of the biggest limitation of Leads is that you can only have 1 contact. This sucks when trying to upload lead lists with several contacts, you almost have to push ...
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
7
Outlook File Email screens. It would be nice if a few things were ...
File Email screens. It would be nice if a few things were available from that screen: 1. Create a new Company/Person on the fly. 2. Create a new Case/Opportunity on the ...
by: Grant G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
1
CRM - Workflow email to come from user clicking the progress
When you choose email as workflow action, allow the email to come from whatever user clicked the workflow rule. In 7.0 you have to specify a hardcoded value for the From ...
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
7
Word wrap on Column Titles
We like to see all information on the screen without having to scroll. The column titles are long but the data is very short. Please allow the adminstrator to select ...
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
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
1
CRM - Choose which Workflow when creating Opp/Case etc. from a ...
When choosing "Create Opportunity" or "Create Case" from a workfow rule, be able to choose which Workflow the Opp or Case belongs to. If you have more than one workflow ...
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 - 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
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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