When I used the desktop Sage version it would notify me if I was trying to enter an inactive vendor or customer so that I could reactivate it and not have to create the same name again. Is this possible using Sage online?
Hi I'd like to import email contacts under this contact function for about 1000 BP's. I have my list of BP's and the email address. I will flag them all with code being their BPCNUM followed by _STA. All fields will be the same such as language, country…
Hi,
Im triying to update Contacts using the API and Im getting the next error:
"validation" : { "errors" : [ { "field" : "tax_number", "message" : "must be blank" },
{ "field" : "tax_number", "message" : "Format must match '123456789XX1234 (15 characters…
To ensure prompt support it is critical to have your Sage Authorized Contacts up to date.
Access to services and account information is limited to approved parties only. Sage requires changes to authorized contacts for customer accounts be requested…
bonjour,
J'aimerai exporter sur Excel toute ma liste de clients avec tous les contacts.
Pour certains clients, j'ai renseigné plusieurs contacts et donc plusieurs adresse email dans l'onglet "contacts".
Comment faire pour exporter toutes ces informations…
Need help this tax year-end and not sure who would be best to assist? SARS, a Sage accredited Business Partner consultant or a tax practitioner perhaps?
We’ve made things easier by breaking down the year-end process for you and providing insight into…
Need help this tax year-end and not sure who would be best to assist? SARS, a Sage accredited Business Partner consultant or a tax practitioner perhaps?
We’ve made things easier by breaking down the year-end process for you and providing insight into…
Along with our repeat customers we have many one time retail customers. On Sage 50 Desktop, we set up one time customers as follows: Cash Customer. Visa & MC Customer. etc We could at least locate their purchase invoices as needed through the 'Delivery…
Is there a way to turn off the requirement of a delivery contact on the sales order?
We are running into an issue where the contact for the sales order gets removed from our system which leads to an error message that the delivery contact doesn't exist…
The Contact name you select within a Customer file when printing a form (Invoice, Packing List, or custom form) is not the one printed on the form. The software ALWAYS defaults to the first Contact name. Please correct the software bug!
In the first of this three-part series, we examine how high-quality leads can potentially boost your sales.
The good news about leads
The formula for finding new customers used to be simple. To boost sales, you made more calls, sent more emails and…
What is the best way to de-dupe person records? We have thousands of duplicate contacts in our system and need
to get it cleaned up quickly. What is the best way to accomplish this?
Thanks.
Hi
Can someone please help me. I have a problem in that a person exists if I go into the company and click on the people tab, but the individual person doesn't show up when I do a search? Any ideas as to why this could be and how I can fix it, other…
Hi All,
I wonder if anybody could define what the following tick-box functions define:
Set as default person for Company
Set as default person for Accounting
Sounds like a straight forward question, but what does Sage CRM do with a "Default" person…
Hi All,
On the 'Contact' page, their is the following listed under "Type" when editing the contact:
- Admin
- Finance
- Operations
- Sales
- Support
I cannot for the life of me find where this field is held - after looking through the contact fields…
Hi
I am new to Sage CRM and my co-worker has recently left, leaving myself and another admin in charge of our whole system!
One of our companies has disappeared. So have all the contacts which are linked to it.
However when I click onto the Work…
Hello Everyone,
1. how can we create list of recipients for E-Marketing Campaign?
2. how to create Email Templates and import them into SAGE?
3. what is Implement personalization and Tracking?
4. how to Send an email Blast?
5. Generate Non-Customer…
Email variables were used in SAGE and PEACHTREE for ease of bulk invoicing and Customer statements. Now it does not exist.
IE, in previous version, to include a "Dear Mr. Smith," would have the "Dear " and then was followed by the variable "$COMPANY_CONTACT…
Have pop-up notes show up for items / customer for warning, reminder, matching component, upsell, etc [similar to stock pop-up when you don't have enough in stock]
It would be very helpful if there was a print button on the Maintain Customers screen toolbar that would print out a contact page. It would have the Customers name, address, sales info and all the other information available on the Maintain Customers…
Regarding Sage 50 Quantum Accounting current build 242.00.0230
We are a manufacturer who deals thousands of consumers and dealers. We send invoices individually and do not send batch emails. We do use the Sage Payment solutions to process all credit…
I'm not able to insert the full address of the customers. The address lines need lines expansion.
Need more space to input more than one email addresses.
