Sage 200 UKI

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over 4 years ago

Ability to copy an account within CRM

In Sage 200 you can copy an account and amend the details after. Within CRM you cannot do this.

Customer would like the ability to take a current account, copy it and amend fields. Then this will be linked to Sage 200.

Brennig Southway

Daniel Lewis over 4 years ago

Hi Brennig. Quick bit of clarification. When you say Linked to Sage 200, do you mean to create a new Sage 200 Customer record once the CRM record is cloned?
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Sage 200 UKI

Ability to copy an account within CRM

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