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Send multiple invoice PDFs to a single customer in one email
This was submitted by a user via email. Currently, if you select multiple transactions to send to the same customer, it sends these as individual emails. If you select multiple invoices from the transactions list to send to the same customer, thes...
Forbidden Error message in Sage Connect too generic
Posting on behalf on X3 . The message "please contact IT Support" in the onboarding flow is too generic from a UX perspective and could be confusing for customers if they encounter issues.
Search capability for Account reference rather than account name
Customers would like to be able to search by account reference on the sage connect in searches as due to the length of customer lists 3000+ they would have multiple with simar names like 'green' so they'd prefer to match on account reference
When the Sage Connect company is created from Sage 50 CA, it defaults to English[US], probably from the browser settings where it's always set to English[US] for most Canadian users. When it's on the English[CA], the US transactions get the US$ cu...
In My Network / customer view grids, it is not possible to Apply/Clear/Delete filters using the keyboard. Reference: https://www.sage.com/en-gb/accessibility/
If I click one of the column headings and select 'Filter by this field', then start typing in the name of a customer, after a slight pause in typing. For example I wish to find all customers who has the text 'kitchen' in their name, I type 'kit' a...