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Add the Opportunity ID or Problem ID to notifications

Please add the Problem ID or Opportunity ID to notifications - we have to look it up which is frustrating - added this as an idea previously & with 47 votes and an 'easy' fix please look to bring this back !!
Guest about 1 year ago in CRM App 2 Shipped
145 VOTE

Daily/Weekly Email Task Alerts

Emailing task alerts when tasks are due, so reps don't have to always be active on prospect, ensuring no tasks are missed
Guest over 2 years ago in Automation 22 Shipped
103 VOTE

Merge contacts and/or Companies which are duplicates

Sometimes there is two contacts of the same person, which means looking through the activity feed becomes tricky (easy to miss important info if entered under two different contacts who are the same). This would be highly beneficial! Similarly the...
Guest over 2 years ago in CRM App 3 Shipped

Resetting pricing and discount should also update the cost price to match the Product Record

At the moment clicking the reset pricing and discounts button does not affect the cost price of a product on the quotelines. It would be really useful to be able to do this without resetting the quote
Guest over 2 years ago in CRM App 1 Shipped

Enquiry form custom field mappings to Opportunities/Problems

Custom fields are available in the Enquiry forms, however these are not able to be passed across to Opportunities/Problems once the Enquiry is converted. It would be good if these custom fields are able to be mapped to other fields to ensure sales...
Guest almost 2 years ago in CRM App 8 Shipped

Display Quote files in the quote table

Instead of including associated files in the lines.files table, have the ability to include files under their associated quote line in the quote table.
Guest over 1 year ago in CRM App 2 Shipped

Search by phone number

When you have missed calls and you want to be able who has called, it would be handy to be able to search for the contact via phone number
Guest about 2 years ago in Other 3 Shipped

View companies by location on a map

We often need to find our customers/dealers by location. It's never straight forward and usually filter via postcode or address line. It's not the easiest, quickest or most reliable as could be close but in a different postcode zone or have the ar...
Guest over 3 years ago in Admin Portal 3 Shipped

Trim Exchequer extended descriptions - Trim or Preserve (Trim amended to blank lines only)

At the moment, the system setting "Trim Exchequer extended descriptions" can be set to Trim or Preserve, but either option will affect both the documents and the quote line extended description. Trim - currently removes all whitespace in the Stock...
Guest about 3 years ago in Integration 0 Shipped

Expand 'Add New Product' Fields to include supplier details for Unleashed Users

The fields need to be expanded in the 'add new product' pop up in Prospect. Currently there is only basic information. Unleashed users should be able to choose what fields appear in this box from a list of every field available in Unleashed, espec...
Guest over 1 year ago in Unleashed 2 Shipped