IF YOU USE THE “ALWAYS NOTIFY” FEATURE FOR CUSTOMERS, DO NOT UPGRADE TO VERSION 2017 YET!
If you have been waiting to upgrade to version 2017 of Sage 50, you may want to wait a little longer. In my Sept 2016 newsletter I said that I hadn’t found any significant problems in Sage 50 2017 and encouraged people to go ahead with the upgrade. But it looks like I spoke too soon.
There is a very useful feature that allows you to create notifications that pop up any time you enter a transaction for a customer. You can read about the feature here. However there is a problem with it in version 2017.0.
Any notifications that are already set up before upgrading will continue to work properly, but if you try to view or edit the message in Maintain Customers, the Message field will appear blank.
If you try to add a notification for a customer that didn’t have one before you upgraded, the message will appear to save correctly, but if you close the Maintain Customers window and come back to it, the Message field will be blank. If you enter an invoice or other transaction for that customer, instead of getting the message that you created, you’ll get a message that says “You have requested to be notified when a transaction is created for this customer.”
Sage says this is a known issue and it will be addressed in the 2017.1 update, which is currently scheduled to be released in November 2016.
My apologies to Sherrie and anyone else who went ahead with the upgrade on my recommendation.