Sage 50 UKI Ideas Portal

1 Vote

Change the follow up date to the most recent rather than the first one entered

I am doing credit control and when making notes in the communications section on a customer in sage I am only able to see the first call back date when trying to organise by follow up. This is now causing us an issue as I'm not being shown or noti...

Created 09 Sep 12:55

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
21 Vote

Allow an invoice to appear on customer activity where the goods are given free of charge

Sometimes our goods are allocated to customers FOC. Currently we have to charge 1p on the invoice so that the invoice appears on the customer activity when updated. Currently the stock ledgers are updated for goods with zero charge but to re

Created 12 Oct 00:00

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
1 Vote

Cumumative Sales Orders included in Credit Limit Check

In our buiness we are the intermediary. Our customers can place multiple orders at once for different suppliers. In a situation recently we about 10 orders placed by the same customer - all of which were under the credit limit available - therefor...

Created 03 Sep 10:12

Customers

0
1 Vote

Foreign Trader Bug

Warning for changing account status uses mixture of base and foreign currency

Created 30 Aug 14:02

Customers

0
12 Vote

We receive payments from multiple customers every day but do not use bank feeds. Why is there not a "Batch Customer Receipts" option in the same way there is a "Batch Supplier Payments" option ? This would avoid multiple individual post

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Created 01 Nov 00:00

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
10 Vote

Supplier &; Customer Addresses Autofill from Postcode ??

Very simple idea.

Created 17 Jul 23:00

Customers / Suppliers

1
2 Vote

Alert added to pro-forma

Customer - alerts- new - add in pro-forma as a tickable option.

Created 14 Feb 10:08

Customers

0