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.
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.
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...
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.
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.
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...
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...
Often, users would go on holiday or may not be able to action tasks on a specific date. Currently, there is no feature in the workspace to prevent a user from being assigned a task on a given day. Other members of the workspace may not be aware th...
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