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CRM App

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Option to keep discount/special price when changing quantity

Currently when you change the quantity on a line within the CRM the discount is reset to zero. I think there should be a system option to allow customers to decide whether the discount is reset to zero; or the discount already applied should t...
Guest over 4 years ago in CRM App 3 Good idea awaiting more votes

Add Recent Purchase Price to Quote Line Entity

A customer would find it useful to be able to see the recent purchase price of a product on the quote line. At the moment you need to navigate to the recent purchase product search to view this information when quoting. Rather than going to this d...
Guest about 4 years ago in CRM App 2 Good idea awaiting more votes

Set Currency Against Opportunity Value

Currently the opportunity value is shown in the home currency. However a customer who quotes in multiple currencies would find it useful to show the opportunity value in the currency of the prospect/customer rather than the home currency. Probably...
Guest about 4 years ago in CRM App 10 Good idea awaiting more votes

Ability to create a report and then share with specific colleagues or your Dictionary/user group

If we need to share a report with other users the report is saved in Shared Reports but it would be useful if you could only share with members of your own team - the whole company do not need access to the report
Guest over 4 years ago in CRM App 1 Good idea awaiting more votes

Add Date Range to Top Product Reports

A customer would find it useful on the top product graphs in the sales analysis page to filter by a date range. E.g. for orders placed between 01/01/2021 - 31/12/2021.
Guest about 3 years ago in CRM App 3 Good idea awaiting more votes

Change quote parent from Contact to Opportunity

It would be useful for customers to be able to move the parent of their Quotes from under a Contact in the CRM to be under an Opportunity instead. Currently the change parent functionality only allows you to move Quotes between Contacts and Divis...
Guest almost 5 years ago in CRM App 0 Good idea awaiting more votes

Option to convert children companies to single companies when deleting company group

When deleting a company group from the CRM you have an option to delete the children or to move them to under a new parent. It would be useful to have an option to convert the children to a single company, or alternatively we could have an option ...
Guest over 1 year ago in CRM App 0 Good idea awaiting more votes

Ability to report on RFM History

A customer would like the ability to see when a customer changed from one segement to another and be able to report on this. At the moment you are only able to see thier current segement in the RFM Anayalsis
Guest almost 4 years ago in CRM App 1 Good idea awaiting more votes

Be able to see who has been logging into the CRM

Customers are asking if they can see who has been logging into the CRM. In version 6 there use to be a report allowing them to see who is currently in and when they last logged in.
Guest almost 5 years ago in CRM App 0 Good idea awaiting more votes

Have record description on mentioned emails

Currently when a user mentiones you on a record it will give you the record type and ID on the email. The ID is useful but if it's a record you haven't worked on the ID is slightly useless as well as relying on your remembering all your record IDs...
Guest over 2 years ago in CRM App 0 Good idea awaiting more votes