Sage X3 Ideas Portal

49 Vote

Download Report with personalized file name

When doing a preview type print on objects such as Orders & Invoices, instead of the downloaded file name being the crystal report code, for example SBONFAC.pdf, it would be more beneficial to have file name as the document number.

Created 15 Feb 10:44 by Guest

Sage X3 Suite Platform / Reporting and Business Analytics

2
14 Vote

Allow Blind Copy (BCC) on email notification

When using workflow notification emails it is often needed to have an internal mailbox receive a copy for verification purposes, but many times clients do not want that address published to outside recipients. It would be best to simply add BCC as...

Created 30 Jan 15:15 by Shawn Leininger

Sage X3 Suite Platform / Workflow and notifications

2 Future consideration
27 Vote

Allow a user to unlock themselves from a screen

Currently we have times that a user is disconnected from Sage unexpectantly and then it causes their session to have locked whatever screen they were on. when they go back to that screen, it tells them it is locked and provides their user id as th...

Created 16 Feb 17:17 by Guest

Sage X3 Suite Platform / Usability, navigation and general experience

2 Future consideration
7 Vote

Run (Financial) Accounting Task (Task code: ACCBATCH1) in real-time rather than maximum 1 minute at a time in a scheduled batch call.

Hi Sage, This refers to Sage X3 v11+ onwards for clients coming in from Sage X3 pu9 and below. I have a client complaint that the new Sage X3 v12 immediately affects the financial workflow as they have a time-sensitive schedule of immediate after ...

Created 30 May 00:41 by Chun Heng Lee

Sage X3 Suite Platform / Batch server

2 Being reviewed
13 Vote

Ability to add BCC in Sage X3 Email Workflow

User wants to receive a copy of email workflow without informing the main recipients or CC'd recipients. It would greatly help to be able to have BCC as an option.

Created 12 Nov 20:25 by Guest

Sage X3 Suite Platform / Workflow and notifications

0
13 Vote

Instant User Notifications

One of our clients has asked if it's possible to expand on the X3 User Broadcast option to be able to send a message to all X3 users in real-time. That is, instead of creating a broadcast that displays on the user screen next time they log in, it ...

Created 11 Aug 16:06 by Guest

Sage X3 Suite Platform / Collaboration & notifications

1 Future consideration
13 Vote

Ability to see a preview of attached files in "Attachment windows" and not be forced to download them

When clicking on Attached icon (anywhere that is available) which opens a list of all attachments, when highlighting a line which could be a PDF or MS Office file, etc (common files) to be able to see them as preview side by side of the screen or ...

Created 12 Jul 21:45 by Guest

Sage X3 Suite Platform / Attachments

0 Future consideration
37 Vote

The left list shows the number of pages and total records

The left list shows the number of pages and total records, so that you can clear how many records there are.

Created 09 Sep 09:25 by Guest

Sage X3 Suite Platform / Usability, navigation and general experience

1 Future consideration
7 Vote

Button to Kill user session from the locked Symbols function.

Currently when a hung session is identified there are several steps to kill that session. It would be good to kill the session from the Locked Symbols function without needing to drill into the user session, select the session then select the proc...

Created 29 Dec 18:47 by Shawn Leininger

Sage X3 Suite Platform / System administration

1 Future consideration
7 Vote

Auto Attach source document PDF to Signature approval workflow emails.

Clients frequently ask for the report PDF to be attached to signature approvals. We currently have to use custom code to print a report and force the code to wait for Crystal to finish before allowing it to trigger the signature workflows.

Created 29 Dec 18:29 by Shawn Leininger

Sage X3 Suite Platform / Workflow and notifications

1