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Book out days for tasks

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...
Guest over 1 year ago in CRM App 1 Investigating
113 VOTE

Add an activity report to the Account Manager/Sales Manager Dashboard

A customer has suggested having an activity report on the AM/SM dashboard would be extremely useful for monitoring team member activity and for reporting purposes. A simplistic graph or chart to show outbound/inbound calls, emails etc
Guest over 3 years ago in CRM App 5 Investigating

In document templates - have the ability to set the 'To' recipient to a certain email address

We have a document that is emailed to our workshop after a customer places certain orders. Quite often the sales team member forgets to change the 'To' to an internal email address rather than the customer's and the work doesn't get completed as t...
Guest almost 3 years ago in CRM App 1 Investigating

Prevent users creating quotes for contacts marked as 'Left Company'

We have users who manage to create quotes for contacts marked as left company rather than creating them against the new contact card. We cannot delete the contact as we need to keep the history but it would be useful to prevent adding new interact...
Guest almost 2 years ago in CRM App 0 Investigating

Option to not pass Extended Description to Dear Inventory

A customer has their product extended description in Dear Inventory and this is imported into the Extended Description, which is then displayed within the quote table as this includes information about the product for the customer. When the order ...
Guest about 3 years ago in CRM App 0 Investigating

Track deleted records by user in user activity

Currently, there is no tracking in the user's activity page that would show an overview of the records they have deleted. This would be a useful improvement to help monitor if/what records are being deleted by users.
Guest over 1 year ago in CRM App 0 Investigating

Set Delivery Charges based on Weight

A customer would find it useful to configure delivery charges which are automatically calculated based on the weight of the product. They would still need the option to manually type in the delivery charge if the automatically calculated delivery ...
Guest over 5 years ago in CRM App 1 Investigating

Custom calculation fields

Have the ability to build a calculation in reports e.g. Order line qty times product weight equals total weight. It may also be worthwhile having a read only custom calculated fields on pages. Whilst it is easy enough to export to Excel and do it,...
Guest about 2 years ago in CRM App 4 Investigating

Bulk update attributes and bulk delete option

We have thousands of products, and it's impossible to manula add all the atrributes for these in a timely manner. We are creating spreadsheets with all the atrributes and would like to be able to bulk import these ourselves, and delete them by bul...
Guest almost 2 years ago in CRM App 3 Investigating

Remove automatic recalculation of quote prices on changing parent and copy quote, replace with a simple button/menu item

The logic and functionality around recalculating pricing on a quote is inconsistent and confusing, especially when compared with changing parents versus copying/importing quote lines. We could remove any automatic recalculation of quote values whe...
Guest over 2 years ago in CRM App 2 Investigating