-
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)
-
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)
-
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)
-
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)
-
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)
-
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)
-
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)
-
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)
-
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)
-
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)
-
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)
-
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)
-
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)
-
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)
-
Votes
7
When signing into CRM via Outlook integration, your domain login ...
When accessing the CRM via outlook, you have to login to CRM using your CRM login info. CRM should authenicate using your domain login databy: Joseph P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
Votes
5
Execute Worflow rule Action when rule calls a Custom page
When creating a Workflow rule that calls a custom page, the rule action are bypassed. By calling a custom page in a Workflow rule, the rule action would also be ...by: Stéphane S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
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)
-
Votes
6
Have control on the number of decimals for numeric and Currency feild
Permit to control the number of decimal to show, in a screen. In some case we do not whant to see 6 decimals across the CRM but for unit price we do.by: Stéphane S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
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)
-
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)
Welcome to the Sage 300 ideas forum. We are listening!
