Sage 50 UKI Ideas Portal

4 Vote

PRINTING A RECEIPT FOR A CUSTOMER WHO REQUESTS ONE IN PDF FORMAT

No description provided

Created 24 Oct 11:06

Customers

0
3 Vote

Integration with phone system

We would like to be able to phone a customer from his customer page. Also when a customer phone in we would like his customer details to pop up on our screen.

Created 31 Jan 14:51

Customers

0
13 Vote

Customer Order Number - warning if duplicated

To avoid errors, does sage 50 currently highlight to the user if a customer's order number has already been used, to save orders being duplicated

Created 01 Mar 00:00

Customers / Preventing mistakes

0
3 Vote

Having a report which can identify which cusomer/supplier records have alerts created

No description provided

Created 10 Jan 09:02

Customers

0
6 Vote

Add New to Toolbar on the top of Customer Record

We have just moved to start using the Quotations feature in Sage 50. It seems a glaring omission (and I would imagine a simple fix) to NOT have a "New Quote" button on the Toolbar at the top of a Customer Record page to go along with the "New Invo...

Created 17 Feb 00:00

Customers

0
3 Vote

Display invoice quantity on the customer activity tab

Currently the customer activity tab only displays date/inv no/details and value of sales invoices, it would be helpful to have the qty and rate values displayed.

Created 02 Jan 13:02

Customers

0
2 Vote

Customer Default Department code should pull through on Sales transactions unless specifically overridden on order line

No description provided

Created 18 Apr 10:43

Customers

0
1 Vote

Ability to enter Credit Limits in GBP for foreign exchange customers

Our credit limits are set by insurers in GBP (base currency), Sage is making us convert to currency to enter them on foreign exchange customers. Each time system XR is changed they have to be revisited. Would prefer that there is somewhere in sett...

Created 05 Aug 11:59

Customers

0
2 Vote

ALERTS ON FOLLOW-UP

When chasing customers for payments etc. there is a tab to click follow up - this should flag up when you log onto sage for the follow-up date as a reminder. Also the follow up date should be the latest date and not the 1st date which is currently...

Created 16 Apr 14:35

Customers

0
2 Vote

The ability to view postcodes on all customers in the column headers

As a senior sales operative this tool would be very useful for field visits when auditing clients

Created 14 Mar 14:05

Customers

1