All Feedback

There needs to be more rules when setting up automated reminder emails to customers. For starters, pro-forma customers are getting the emails through that have a credit limit in sage of £0.00 and the payment terms text as 'Pro-forma' and payment d...

Actuellement, l'envoi des messages pour les factures se fait en utilisant l'adresse du contact principal comme pour l'envoi des relances. Cela pose des problèmes de messages de relance non lus. Pour l'envoi des factures, il faudrait utiliser l'adr...

For the same customer, each invoice can be sent to different contacts/e-mails. The contact (set on the invoice in the Sage Desktop product) must automatically be used when sending messages in Sage Connect.

When you login it would be helpful if there was a refresh button to sync the date and time for when you open Sage Connect

In our settings, we are able to Enter our SWIFT code for wire payments, but not the rest of the necessary information for our customers. Can I suggest that appropriate fields and space are added for this please?

If I'm trying to add a user who is already part of my workspace, I want to be warned that they're already in the workspace rather than allow me to send them an invite again.

the in-textbox text is incorrect in the banking details page

A client want's to have the connect link email. The way to proceed is very har to find on the sit whe it's not propose by the assistant. Also, when I want to send the email, the 'model' is not available, there is a message 'Error'.

If transactions have not yet been allocated in the desktop app, the amount overdue can be overstated. For example, the desktop has the following outstanding transactions, Sales invoice £100 Sales receipt £25 In Connect, the Account balance will sh...

Based on some Fullstory sessions, Olivia is recommending we update the data fields tooltip to read "You must first place your cursor where you want the data field to go, before the list is available." (Please see screenshot).