Customer Registration Forms
Description

This communication was sent 06 December 2021.

Customer Registration Forms

Notice 21-DL | 06 December 2021

Dear Partner,

Listening to customers is at the heart of everything we do. Driven by feedback received and our ongoing desire to improve efficiencies, we’re making some changes to simplify workflows for colleagues, customers, and partners.

What's changing?

The changes below are effective immediately;

Sage 200 Standard, Sage for Education and Sage 200 Professional (via SPC)

  • Customers using these products, no longer need to complete a customer registration form.
  • Customers using these solutions review & sign the product terms as part of their onboarding journey, so the form is not required.
  • Changes to Product Terms will be communicated directly to the customer via in product Launchpad messaging.

Sage 200 Professional (not SPC)

  • Customers using this variant will need to complete our new customer registration form at point of sale with Sage. The sale will not be processed without it.
  • The form is no longer required when upgrading, where we currently have one on file.
  • Changes to Product Terms will be communicated directly to the customer via in product Launchpad messaging (version dependant) and via email for those without this feature.

Sage CRM

  • Customers using this Sage solution will need to complete our new customer registration form at point of sale with Sage. The sale will not be processed without it.
  • The form is no longer required when upgrading, where we currently have one on file.
  • Changes to Product Terms will be communicated directly to the customer via an email.

If you, the partner, already have current PDF forms signed by new customers, we will continue to accept these forms up to and including 31 March 2022. After this date we will only accept the new online Customer Registration forms, please see the Useful links and resources below.

Useful links and resources

Got a question?

Please speak to your Partner Account Manager in the first instance.