Opera Sales Ledger Creation To Have Same Fields as Version 6
Compared to the Verion 6 screen, the following fields are missing:-
Contact 1,
Contact 2,
Ledger Accout
Region
Territory
Cust Type
Analysis
Despatch Method
Route
Terms Profile
Customer Profile
Invoice Account
Delivery Instructions
As 365 stand...
Guest
almost 5 years ago
in Pegasus Opera
0
Will not implement
The ability for the recall cancel button to ask you to confirm whether you wanted to delete the notes you have added (only if you actually add some notes) would be extremely useful. Numerous times I have written out a significant amount of notes o...
Jordan Edmunds
about 7 years ago
in
3
Will not implement
Ability to re-upload campaign activity to Spotler/CommuniGator
In 365 once you have uploaded contacts from a campaign activity, you cannot re-upload them, therefore only allowing you to do this process once. In version 6 you were able to do the mail merge as many times for the same campaign activity. It would...
It would be useful to pick a load of contacts from a report such as the Open Leads report & send them all an email using an email template. For example you may want to send all contacts with an open lead a follow-up email to chase the sale.
Guest
over 5 years ago
in CRM App
0
Will not implement
It would be really good to have "Save to CRM" functionality in other Office applications such as Word or Excel. This will allow people to quickly search for a record and store the document against it without having to save it somewhere, generate a...
When creating a record such as opportunity, problem, quote or sales order you first get a pop-up page to fill out the details of the record. These details are also present on the record that is created. As a user it would be useful to be just pres...
Guest
about 2 years ago
in CRM App
0
Will not implement
CRM has no way of distinguishing between an original invoice and an original invoice that has been amended (i.e. client has had a change of mind). An amended invoice will be imported as a new sales transaction which is a big problem on data analysis