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Add ability to disable the "Use Simple Quote" prompt when creating a quote under an opportunity

When creating a quote directly under an opportunity, the creation modal now shows a prompt to use a "Simple Quote" instead. Not all customers use the Simple Quote feature and do not want their users to have the option to create Simple Quotes. Ther...
Guest 10 months ago in CRM App 2 Unlikely to implement

Rows per page - Allow more than 50 rows

As a user it would be useful to be able to display more than 50 rows per page.
Guest over 2 years ago in CRM App 1 Unlikely to implement

Updating type of activity note to recalculate the last active engagement

It is easy enough for a user to make a mistake when creating an activity note on a company record and log this as a general note or another type that is not considered active engagement. If the user notices this and tries to update the note to hav...
Guest 11 months ago in CRM App 1 Unlikely to implement

Changing an interaction type to Active Engagement to update existing activities

Changing an interaction type to Active Engagement will not retroactively update any records that have already added activities using these types. It will only take effect on new activities added after the change. Allowing users to select, when upd...
Guest about 1 year ago in CRM App 1 Unlikely to implement

Kanban to show value and count summary for Won closed statuses

If you add the value/count summary to an opportunity pipeline kanban board, the summaries will only be shown for the open statuses. It would be great if these also showed a value for the positive closed statuses so that our users can review how mu...
Guest over 1 year ago in CRM App 2 Unlikely to implement

Use the words "Quote" and "Quotation" correctly throughout the product

It may only seem to be a small thing, but as we're all in the business of producing quotations, we should get it right in the systems we use... "Quote" is not an abbreviation for "Quotation". Therefore, the tab on the left should be "Quotations"; ...
Guest 7 months ago in  2 Unlikely to implement

Omit certain months from RFM Analysis

A customer would find it useful to be able to omit certain months from the RFM Analysis. E.g. if a business is seasonal or because of COVID you may wish to omit certain months from the analysis.
Guest almost 4 years ago in CRM App 1 Unlikely to implement

Company group to appear at the top of searches

If you search for a company group; the group never appears at the top of the search. It seem to always be a single company. It has been suggested that having the company group at the top would work better for finding records.
Guest about 4 years ago in CRM App 0 Unlikely to implement

When Quoting we would like to be able to flag a customer as "receive portal quote" or "receive pdf quote"

And have it automatically prompt the user and/or send the right document to this customer based on their preference
Guest over 7 years ago in  0 Unlikely to implement

Add Trade Gecko Company Code to Sales Ledger Creation Screen

A customer would like to be able to set the company code within Trade Gecko when creating the customer account from the sales ledger creation screen. We currently set the ID which is a sequential number and company name, but the company code is al...
Guest about 4 years ago in Integration 1 Unlikely to implement