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Wellington Heavy Haul

Features Sage NEEDS

SUGGESTED
Posted By

It would be so nice if Sage could do (or does do?!) the following: 

- Email to all customers from Sage (ie updates for pricing, general communication messages, etc) --> upload an attachment to send to all customers directly, rather than individually export each email into Outlook or other email platform

- Attach additional items to an invoice BEFORE sending out through Sage - such as order confirmations, BOL, etc on the invoice when emailed to the customer 

- A designated PO field in which you can search by PO #

If Sage does have these features already, can someone advise how to do these things?! 

Thanks!

  • 0
    SUGGESTED

    Hi  ,

    Thank you for reaching out with your suggestions and inquiries about additional features in Sage.

    Currently, Sage 50 Canada does not natively support bulk emailing with attachments or attaching additional documents to invoices before sending them. The search by PO number is also a feature that is not directly available within the software.

    However, your feedback is invaluable, and we encourage you to submit these as enhancement requests. 
    Access the suggestion page here: https://sage50ca.ideas.aha.io/

    Additionally, considering your need for CRM integration and advanced features, there are other Sage products that might provide the functionality you're looking for, and we can assist in finding the best fit for your business.

    Would you like our support team to reach out to you for a detailed review of your needs and to explore the options available? Happy to have the team reach out to you.

    Warm Regards,
    Erzsi

*Community Hub is the new name for Sage City