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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

Validation on recall cancellation

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...
Guest about 6 years ago in  2 Will not implement

Why cant 2 or more contacts have the same email address

e.g 3 people work in accounts and can all be contacted by a generic email address like accounts@
Guest over 4 years ago in Admin Portal 1 Will not implement

Drag & drop email straight from Outlook

It would be handy to be able to drag & drop an email straight from Outlook rather than having to save the email beforehand.
Guest over 5 years ago in CRM App 0 Will not implement

Ability to view Sales Documents from Opera

PAR would like the ability to access the sales documents (such as delivery note and invoice) from within the CRM database.
Guest about 6 years ago in  0 Will not implement

Be able to send mass emails via the CRM

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

Save to CRM for Excel/ Word

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...
Guest over 8 years ago in  0 Will not implement

Create records without the pop-up page

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

Invoicing

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
Guest almost 3 years ago in Product Management 2 Will not implement