All Feedback

Feedback from partner on Sage 200. Transactions / Customer Payments view - no way of filtering the list so cannot reconcile back to the balance. They want to see payments that have an outstanding amount. Would expect to see the payments and invoic...

It would be useful to be able to view a list of recipients scheduled to receive a message and the detail to be sent. We have had several customer complaints after receiving a reminder when they have a nil balance (invoice coming due workflow messa...

As a Sage Connect user, I would like to have a global search feature which allows me to search any information in my workspace (customers info, invoice info, messages, etc.). This would improve my efficiency rather than having to search at an indi...

The name 'Credit memo' is not used in the UK. In the UK these items are referred to as 'Credit note' and has been commented on by several partners during early adopter program.

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the excluded customers the wording that appears says: These customers have been excluded from their customer recor...

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) When you then get the...

Where a company has been set up with the incorrect name in the ERP data set, where it is changed allow the data that is synced with the change in to be consumed by Sage Connect.

lors de la synchronisation des clients on pourrait avoir 2 options 1 l email dans la fiche client 2 l email du contact de la fiche client During customer synchronization, we could have 2 options: The email in the customer record The email of the c...