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Votes
50
Change the Accpac Crystal Wrapper back to Non-Modal
When viewing Custom Crystal Reports from the Accpac Desktop the user cannot open other Accpac objects in order to work with the report data at the same time as the report ...by: Kimberly K. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Votes
10
Propagate Setup Data
Allow or add an option to propagate module Setup data like AP Terms codes, Distribution codes, Dunning Messages, Payment Codes, Email Messages...where ever appropriate. ...by: Kimberly K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Setup / Environment
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Votes
3
Global User Activation-Deactivation
In an organization with multiple entities it would be much more efficient to have a User Activation/Deactivation UI that would allow for setting up of a user and ...by: Kimberly K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Setup / Environment
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Votes
8
Streamline tabs and maximize screen real estate
1. When a SageCRM install has several tabs across the top for an entity, the user must scroll to see them all. This is very common and users find it frustrating and hard ...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
New Appointment option in Groups or Workflow in SageCRM
Can currently create a "Task" but not an "Appointment" from Groups or Workflow action.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
54
Pre-Upgrade Check Program
When upgrading from one version of ACCPAC to the next, it is often necessary to go back into the old version and clear out bank recs, print and purge posting journals ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Votes
6
Sage CRM - Change info displayed in appointment on Calendar and ...
When viewing the Calendar by day, it would be nice to modify whats shown on the appointment grid for each appointment. For instance the ability to add the Opp/Case ...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
23
Sage CRM - User Based Security for Reports
Be able to define on a report-by-report basis which users have rights to the report. Could have options for User, Team or Security Profile. This is standard in most ...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
9
Sage CRM - Integration to Sage ACCPAC ERP at Person level
Allow integration to AR/AP at the Person level in CRM. Many times a Person in CRM relates to the AR Customer or AP Vendor. In CRM you have to create a Company to hold ...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
4
Sage CRM - Allow Recent list modification for standard entities
For entities like Person, Company, Opp, Case etc, there is very often a need to display more info in the Recent list. For example you may have 2 Companies named Bragain ...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 - 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)
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Planned
12
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 about a year ago | Status changed over a year ago | Customer Mgment (CRM)
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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)
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Votes
31
Finder remembers last search
The finder should remember the last search criteria you did, at least while you have the same screen open. For example I want to systematically go through all Orders ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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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)
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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)
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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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Votes
3
Allow Database Load directly from compressed file.
With large databases it would be nice to allow Database Load from a compressed file. Typically when moving dump files around we compress them to move them around. Then ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Setup / Environment
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Votes
5
CRM - Allow customization/more configuration for Outlook Synch
Allow mapping of fields between CRM/Outlook. This can be per-user or system wide. Also define what gets synched on a per-user basis. For example a user might not want ...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 - User be able to re-arrange tabs
Allow the user to re-arrange the order of tabs for an entity. They are allowed to show/hide which is nice, but some users access the tabs in different orders depending on ...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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