Tie an opportunity to an order and automatically prompt to update/close the opportunity status
We would like to be able to tie an opportunity to a quote/order and have it so that when we place an order for a customer that it automatically closes the order, sets the close date and amount.
No doubt we all have 4-8 reports that we often delve into from time to time. Some are in data sets, some in other reports and some in all reports. Could we add a tab down the left called favourite reports with them all in there?
Control Invoice To address for Sage Order Confirmation
Our order confirmation for Sage posts either the Division or Contact address into the 'Invoice To' address in Sage. Customers would like to be able to control this if they don't want us to overwrite what Sage already populates.
In the company you customer account and supplier account, customer account can pull the information from our accounts package, but not the supplier account
Have Custom Fields in Forms that are mapped to Enquiries, Contacts & Companies
Need the ability to have multiple custom fields mapped to multiple custom fields in Enquiries that also subsequently mapped to Contacts // Companies if they're converted. This is a basic feature available on other CRMS (e.g. Zoho) EXAMPLE USE: we ...
Implement auto-range for Exchequer SJI and Exchequer SRI
The import items for SJIs and SRIs from Exchequer does not apear to support the auto-range function, they will just import all data on each run and not update the "fromrange" value in the CRM system options.
When an order is processed - prospect should automatically add an activity note saying that they have processed an order. Currently its taking too long for sales people clicking on too many tabs to find out when they last ordered. It applies speci...
Import "inactive" customer flag from Access Dimensions
It is possible to mark a customer as "Inactive" in Access which we do not currently import. If you try and process an order for an inactive customer you get an error message. It would be better if we imported this information and did not try to pr...
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