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Status Idea Accepted - Gauging Support
Categories Document storage / Paperless office
Created by Guest
Created on Dec 17, 2024

RELATED IDEAS

Customer Records - Memo Details seen by all users

At present if you add any details in the memo, only the user that has been the details can see them. If other users want to see anything they have to sign on with your details. This helps especially when doing credit control and if you send or received any emails for your customers.

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  • Guest
    Dec 19, 2024

    This curious: all of us where I work can see and edit all the memos, complete with other users' editing.

    It leads me to suspect that for some reason the directory when the memos are stored is local to each of your users as opposed to being a central, shared directory, which is how our Sage is set up.

    Reply
13 MERGED

As part of remote data access, we would like to see memo attachments synchronised.

Merged
Hi, Our Sage users work remotely and Sage 50 is not installed on our network. For supplier invoices it is invaluable to be able to see attachments added by other users. This feature was added a few updates ago and greatly enhanced our ability to r...
10 months ago in Document storage / Paperless office 0 Idea Accepted - Gauging Support
1 MERGED

PROJECT RECORDS - Be able to save all documents in here in memo tab where all users can view this information

Merged
everyone can view all other information apart from what is in the memo tab, i want to keep contracts and everything related to the projects in here so they are all available for everyones viewing, at the moment we are using several different files...
over 1 year ago in Document storage / Paperless office 0 Idea Accepted - Gauging Support