I suggest a change to the salesperson activity report that currently only shows how many days ago the activity was logged and not the time and date of the activity.
Import default_shipping_id on katana customer addresses
We currently import customer shipping locations from Katana into the delivery locations table, but we do not store which of these are the default shipping location for a sales ledger. We should add handling to import this and use it for when custo...
Include Relationships when searching on Global Search
It will be useful if the relationships set on CRM records such as Opportunity, Contacts, Company can also be included in the search when using the Global Search function.
Total Problem Open time field and status change timestamps
A field to track the amount of time a Problem record has been open for. As well as when a Problem Record has it status changed so reporting on Problem resolution time is easier.
The ability to create reports which are only visible to specific users such as admin users. Rather than fully private or visible to everyone. Would allow for reports to be shared with members of management without all users being able to see.
Add the Opportunity ID or Problem ID to notifications
Please add the Problem ID or Opportunity ID to notifications - we have to look it up which is frustrating - added this as an idea previously & with 47 votes and an 'easy' fix please look to bring this back !!
We are looking to upload an excel sheet with fields more similar to the Contact Data Importer process. An excel sheet of 400 rows for example. We want to include as much data as possible to avoid having to manually fill in fields for address lines...
In CRM v6, when you updated the unit price of a product on a quote line (e.g. reduce the price), the discount field was automatically updated to reflect the % that the item has been reduced by. This value can then be output to a quote table so the...
Send Email Address, Name and Cardholder Name to Stripe when payment is taken
Currently, we just send the card details across to Stripe when payment is taken. This leaves a lot of information not populated in Stripe making it hard to narrow down whom the order was processed for.
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