Sage News and Discussion

Anyone have the official form used to submit changes in END USER contacts? I have an EU where Sage quoted an upgrade and they used the contact name of someone who hasn't been at the company for 5 years. There used to be a form available (I think in MySageSell) but I'll be damned if I can locate it. Searching the KB is a nightmare.

Here you go Wayne.

Thanks. I notice that the fax number is still California. Are we sure that these get sent to CA still?

This also looks like the form for partner level changes (sales leads is an option).

Here is the e-mail response I received from SAGE on Sept 26, 2016, when I requested a form to change the primary contact on my clients' Customer Portal. Good day, Each individual contact on your account can have their own portal account, however if you are wanting to change the primary or adjust any contacts on your list, please fill out the attached form. Then I can add/remove any current portal users. In the form please make sure you put in your Sage Account ID Thank you P.S.: Did you know you have access to the same knowledgebase articles my colleagues and I use here at Sage? Available 24/7, the Sage Knowledgebase gives you access to thousands of articles written and updated by Sage support analysts just like me. Check it out!* *Some resources require an active Sage Business Care plan. Jordan DePaolis Customer Support & Service Analyst Sage Office: 866-996-SAGE (7243) Jordan.DePaolis@Sage.com I did not have my client check to make sure the new primary contact was changed on the Customer Portal.

Maybe your customer is now primary on YOUR account ;-)

That would be GREAT! I'm tired of dealing with SAGE.

I can't imagine the dysfunction of Sage will continue much longer unless the November 30 earnings report is especially good.