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Votes
1
Automatic input of customer info in chat.
Support chats can be clunky and sometimes the needed info is not easily found. Allow the chat to pull Customer Number, Version number and User name from the software ...by: Kellen N. | 5 months ago | Last activity 5 months ago | Status changed 5 months ago | Customer Mgment (CRM)
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Votes
4
Lock Customer Memo Notes
There have been times where people will go into a memo note and either erase the existing notes or add notes that does not pertain to the memo note description. Can ...by: Jessica C. | 6 months ago | Last activity about a month ago | Status changed 6 months ago | Customer Mgment (CRM)
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Votes
4
Customer Maintenance Accounts Receivable
In Customer Maintenance, can we please have the option to attach multiple files instead the just the one currently.by: Suzanne L. | 7 months ago | Last activity about a month ago | Status changed 7 months ago | Customer Mgment (CRM)
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Votes
2
Make "Company ID from Bank" a selection under: For "Immediate Origin" ...
In section 7-1 Company Information, under Payroll Direct Deposit setup and Vendor ACH Payment Setup add an option to select Company ID from Bank under the selection item: ...by: Arlene L. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
3
CRM Integration - Change in Customer should not synch ALL Ship-To ...
Currently, a change to a customer record - such as Credit Hold selection- will synchroize ALL the Ship-To Addresses for that customer in the Sage 100 Integration Engine ...by: DANIEL R. | 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
Sage 100 CRM Activity Log times log in local time not Dublin time
Sage 100 - Customer Relationship Management - CRM Activity Log - currently logs activies from integration engine as Dublin time - this is confusing for users/IT teams ...by: DANIEL R. | 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
AP Terms need the term PROX
The AP choices for terms do not include PROX which is common.by: Michael 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
2
SALES ORDER ENTRY, CHANGE TERMS CODE
I would love if I could allow access to change the terms code in the Sales Code Entry module. Not to maintain any of the codes, or to be able to change it in the ...by: NICOLE P. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
5
Miscellaneous Item Maintenance needs to have a field added to the Main ...
Currently there is a field for Vendor Item Code but no field for Vendor Code. This would be similar to the Primary Vendor field in Item Maintenance. Miscellaneous items ...by: Gary P. | 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
SageCRM v2020 - What Sage 100 builds will it work with?
Right now we only see a SageCRM v2020 build for Sage 100 2020. Which doesn’t do us much good because most of our customers are on Sage 100 2018 or 2019. Can we get an ...by: Don 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
5
Add Delivery Confirmation Check box
Add a Delivery Confirmation Check Box be added on the Address Tab of Sales Order Entry. Similar to the residential check box. This will be helpful for system integrated ...by: Shanavian 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
Reseller Cert Expiration Date Field
I try to be proactive with staying in compliance in regards to charging customers tax and also reminding customers there reseller certificate is expiring, but have to ...by: Chelsey P. | 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
Needed: "Copy" option in Customer Maintenance module, under ...
It would be time saving if there was a "Copy" option in Customer Maintenance module, under "Contacts", so contact info can be copied from one customer number, to another ...by: Daedre 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
1
Customer ID preset ability
We use some customer IDs' over and over. It would be nice to be able to preset the different sections so the same information came up each time we open the customer ID. ...by: Brian 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
2
Allow Oppo, Quote, or Order notifications to Company's Account Manager
I should be able to select the Company's Account Manager when creating notifications for Opportunities, Quotes, or Orders. This is related data & important to a Account ...by: Dana Y. | 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
Create an option to process a returned ck from a customer and add the ...
Create a function to process a return check from a customer adding adding the bank charges and to reflect on customer's account.by: Claudia A. | 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 address field length - data truncated in Sage 100 integration
CRM address fields default to 40, Sage 100 addresses are 30 characters. When promoting to a customer/order the full length CRM address gets truncated in Sage 100. ...by: P F. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
5
Sage Sales Order connected to Sage CRM Opportunity link to Customer ...
If the Sage CRM Opportunity field is filled on a Sales Order when viewed from Sage 100 or the Sales Order screen was launched from Sage CRM, the Customer No. field is not ...by: Michele 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
2
Enter a part on the fly when entering an Alternate or Alias.
I would like to be able to enter a part on the fly while entering an alternate part # or alias. Enter the alt # get a warning this part does not exist would you like to ...by: lorelei 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
2
please reinstate the company name on the icon displayed at the bottom ...
We used to me able to easily know which company we were toggling through because the company name was displayed on the icon. Now all we see for any open company is Sage ...by: Colleen K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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