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CRM App

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Add ability to disable the "Use Simple Quote" prompt when creating a quote under an opportunity

When creating a quote directly under an opportunity, the creation modal now shows a prompt to use a "Simple Quote" instead. Not all customers use the Simple Quote feature and do not want their users to have the option to create Simple Quotes. Ther...
Guest 10 months ago in CRM App 2 Unlikely to implement

Rows per page - Allow more than 50 rows

As a user it would be useful to be able to display more than 50 rows per page.
Guest over 2 years ago in CRM App 1 Unlikely to implement

Updating type of activity note to recalculate the last active engagement

It is easy enough for a user to make a mistake when creating an activity note on a company record and log this as a general note or another type that is not considered active engagement. If the user notices this and tries to update the note to hav...
Guest 11 months ago in CRM App 1 Unlikely to implement

Changing an interaction type to Active Engagement to update existing activities

Changing an interaction type to Active Engagement will not retroactively update any records that have already added activities using these types. It will only take effect on new activities added after the change. Allowing users to select, when upd...
Guest about 1 year ago in CRM App 1 Unlikely to implement

Kanban to show value and count summary for Won closed statuses

If you add the value/count summary to an opportunity pipeline kanban board, the summaries will only be shown for the open statuses. It would be great if these also showed a value for the positive closed statuses so that our users can review how mu...
Guest over 1 year ago in CRM App 2 Unlikely to implement

Omit certain months from RFM Analysis

A customer would find it useful to be able to omit certain months from the RFM Analysis. E.g. if a business is seasonal or because of COVID you may wish to omit certain months from the analysis.
Guest almost 4 years ago in CRM App 1 Unlikely to implement

Company group to appear at the top of searches

If you search for a company group; the group never appears at the top of the search. It seem to always be a single company. It has been suggested that having the company group at the top would work better for finding records.
Guest about 4 years ago in CRM App 0 Unlikely to implement

Excel Add-on for Search & Replace Fields

At the moment customers have to use the email configuration window to get a list of the search & replace fields. This would be made a lot easier by having a Excel Add-on for Search & Replace fields.
Guest over 4 years ago in CRM App 0 Unlikely to implement

Allow customer to edit quote with Authorisation Buttons

It would be great if the customer can view their quote lines when clicking approve/decline on a quote. They could then make 'changes' to product quantity/ remove products which is then suggested back to the CRM or allow them to be automatically ac...
Guest about 1 year ago in CRM App 3 Unlikely to implement

Per-user option to specify default choice of Post vs Recall when replying in Activity

At the moment, when you reply in the Activity details on a problem, for example, the default type is a post. If you're rushing through a list of recalls, this means you may forget to change it to recall and the post is not recalled to anyone's att...
Guest over 4 years ago in CRM App 0 Unlikely to implement