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107 VOTE

Send Email Address, Name, Quote ID and/or Description 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.
Guest 11 months ago in CRM App 1

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.
Guest 8 months ago in CRM App 0

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.
Guest 9 months ago in CRM App 1

Share Reports with specific Users

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.
Guest 9 months ago in CRM App 1

Include Distributor sales in RFM and CLTV calculation

RFM and CLTV metrics are pulled from the sales transaction entity. We should include distributors sales in this so that our users can review the sales of their end users who purchase through distributors. This would give them a comparable way to c...
Guest about 1 month ago in CRM App 1
121 VOTE

Multiple tasks

As a user there are times when multiple tasks are needed for a contact, opportunity etc. It would be useful if the system would allow multiple tasks to be assigned to an individual entity.
Guest almost 2 years ago in CRM App 10 Planned

Email merge field for Morning/afternoon

Would be nice to have a merge field that allowed you to say Good Morning or Good Afternoon depending on the time of day. Would just be one less thing a salesperson needs to do and would make the process fully automated.
Guest 4 months ago in CRM App 0

Pasting quote lines to copy cost price

Currently when copying a quote line we copy of these fields "Sku","Quantity","Description","Unit Price", "Discount", "Extended Description" This means that the cost price will not be copied over to the new lines. It would be beneficial to our user...
Guest 6 months ago in CRM App 6

Export Import to work without data manipulation

If you export data from a quote and then import the same data, the default cost price column mapping results in the cost price being multiplied by 100. So intervention is required to make this process work. From a user's perspective, export and im...
Guest 5 months ago in CRM App 2

Add Problems to Sales Orders

A basic Customer Service requirement is to handle queries and issues from Customers regarding their order. These range from packing errors to late deliveries. It would be really useful to be able to either link a Sales Order from within a Problem ...
Guest 4 months ago in CRM App 0