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Sage 50

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Receipt posting for Stripe Payments to Sage 50

We should post receipts taken from Stripe to Sage 50. Would make it a lot easier for our customers to manage their payments and see which orders have been paid for by card and the details of those payments.
Guest 5 months ago in Sage 50 0

Send quoteline description to comment 1 and comment 2 in Sage if more than 50 characters

The Description field on an order line in Sage only allows 50 characters, so when you put more in this becomes truncated. There are two additional lines, Comment 1 and Comment 2 that could be used to include any description that would have been tr...
Guest 10 months ago in Sage 50 1

Account "On-Stop" Banner on Company Details Screen

Currently users need to view Sage 50 screen to see if account is on stop. It would be really useful to have a red banner on the company detail screen showing the account is on stop
Guest over 2 years ago in Sage 50 1

Import more columns from Sage to CRM (weight and unit cost) for analysis and costing carriage

Enable staff to create better quotes and analyse profit margins
Guest about 2 years ago in Sage 50 0

Set order date for Sage 50 for forward ordering

A customer would like to set the order date to a future date rather than today's date when confirming an order from Prospect CRM into Sage 50 for forward ordering. Currently you can just set the despatched date rather than the order date.
Guest over 2 years ago in Sage 50 0

Create Contact Record for Suppliers

There might be contacts with a supplier that you have and want to keep track or correspondence with when making purchases. Having these contact records imported from Sage and create in the CRM would make correspondence with suppliers easier to man...
Guest 5 months ago in Sage 50 0

Import Commodity Code

We should import the commodity code from Sage's Product record onto the product record in their workspace.
Guest 9 months ago in Sage 50 0

Import Product Item Supplier information for Sage

Currently there is no import section for Sage to import Product Item supplier information, like supplier SKU or cost information. We should add this section to improve the reporting ability of our users and enable them to see product supplier info...
Guest 9 months ago in Sage 50 0

Integrate to Telephone 2 for Sage 50

Within Sage 50 on the customer account they have a field for Telephone and Telephone 2. A customer would find it useful to be able to add to the Telephone 2 field when creating a new customer account from the CRM into Sage 50.
Guest over 2 years ago in Sage 50 0

Auto Populate Customers Phone Number into Sage

The introduction of the phone number on the quotes needs to be enhanced. At the moment this information doesn't populate into our account software. It would be great if this information was automatically filled from the customers contact record an...
Guest over 3 years ago in Sage 50 0