General Consultant Discussion

Looks like Sage is only converting 3 years of ""Active"" customers. Active is defined as having a transaction with Sage during that three-year time period. Customers that have not had a transaction with Sage during that time will not be converted to the Sage Partner Information System. For partners that do not maintain their own customer list, we recommend that a list of customers be pulled from Sage Software Online customer management. Also looks like all the old unlocking keys will be removed too.

What we did was to take our customers active on a Sage or Schulz agreement. I'm not convinced of the value of the customers off-plan -- though if they are on an agreement with us we took their data. I've had very little exposure to these older customers coming back as most seem to be legacy ""was a good ft when MAS was $ 799"" types. We took all active customers, their unlock keys, as well as plan info. We also took info for anyone not on maintenance but on a Schulz Agreement

Prediction: It will be Christmas 2015 before I get a login to the portal from DSD but only July 4 2013 by the time they acknowledge that they are working on it.