Able to report on Magic Matrix Status 'Unaware' in CRM
A customer is trying to report on on all customers who hasn't purchased a product on a Magic Matrix category. However, the Magic Matrix Status table will only track bought/opportunity/aware statuses but not Unaware status so they won't be able to ...
Having one report entity that can include fields relating to Products, Equipment, and Problems.
Having one report entity that can include fields relating to Products, Equipment, and Problems. Users can use this to generate a report such as a Warranty report (that consists of a list of Products that has warranty issues). Reason: to keep track...
We sell a wide range of products that all have different compatibility with one another, some do not work at all together. A common idea we receive from the team is to add a pop-up/flag when 2 or more products are added to a quotation that are inc...
Configure attributes report - is there a way product attributes could be put into numerical or alphabetical order, e.g., lumen output of a lamp from smallest to largest so that it shows in order for customer when viewing the attributes on the webs...
Like every company I know we put an asset tag on each machine that goes out. This has our contact details, and a unique number which stays with that machine. In equipment I would like there to be a searchable field called Asset Tag so we can searc...
Quite a few customers i speak to would like to see the Magic Matrix work per individual SKU. This way they can pick say a top 20 list and then target all customers that have or haven't bought those individual products.
Product search page in a quote should have a function to sort and filter whats in stock
the current sort of SKU or description is a bit pointless as sales have to scroll through pages and pages to find the items in stock? a simple filter and sort function in the stock column is needed
It will be useful for customers who created products in CRM which have yet to be created in ERP to be able to update the CRM pricing in bulk when there's a change in pricing.
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