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Showing 32 of 32

Automation is on by default, should this not be off to allow the customer to select

Perhaps it can be a step on the homepage to say a suggested piece to set up Risk would be that an automated email goes out before the customer is expecting it to
6 months ago in  0

Templates > automation rules > wording change

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...
6 months ago in  0 Under consideration

Templates criteria search box needs to be made wider, rather than wrapping the names

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...
6 months ago in  0 Under consideration

Templates criteria needs expanding to include other options rather than e.g just account name for customers

Edit a template on the automation section for a template with automation engable 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...
6 months ago in  0

Differences in information available on transactions > customers > Customer invoices vs transaction > customers > Customer payments

When you click on the invoice list, you can click in to find more information from invoice e.g who the contact is. When you click on a payment in the payment list there is no drill in information
6 months ago in  0 Under consideration

Change of wording on messages connected with specific transactions

When sending an enquiry from a customer back to the Sage 200 user, the message displayed as "New Message for BACS Adapt from Adapt for Pets Ltd". BACS Adapt was the transaction reference Believe the wording is unclear and should be either: New mes...
6 months ago in  0 Under consideration

Sage Connect - export transactions list comes out as CSV, why not XLS - the button says export to excel

choice of file type that's downloaded
6 months ago in  0 Under consideration

Sage Connect App - Would like the ability to limit functionality at a user level, specifically the export to excel

feedback from our EA partner program, more specific user settings, e.g. export to excel to restrict the account if they shouldn't have the ability to do this. He can see non-finance people using it so thinks its important to allow businesses to co...
6 months ago in  0 Under consideration

Connect App wording - feedback from EA program tha tthey don't like the wording Invoice presentment

Change the wording to something more simple i.e Invoice generation/ Invoice delivery or allow the user control to change the wording
6 months ago in  0 Under consideration

Connect > App Home number of customers isn't actually total customers its those with a balance.

The way in which is presented in the portal activity box, your eye is drawn to Customers and then the number not the definition. It would be expected that you see the total number of customer on your summary screen anyway. When you go into my netw...
6 months ago in  0 Under consideration