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Ability to re-order reports

A customer would find it useful to be able to re-order the sequence of reports within report groups.
Guest over 4 years ago in CRM App 2 Shipped

Mark Accounts as Closed RFM if Closed in Accounting System

The RFM analysis doesn't run for any accounts that have no sales transactions, a customer has closed a few accounts in the integrated accounting system that had no transactions so these accounts appear in the None category. It would be good for th...
Guest over 4 years ago in CRM App 0 Shipped

Users self configure Postcode/Address lookup countries

Currently it is not possible for users to enable other countries to have address lookup and this is something that we need to do for each customer outside of the UK. This should be a setting/configure menu to enable to lookup and which countries ...
Guest over 4 years ago in CRM App 0 Shipped

Add 'Country' as an available field in Enquiry forms

It is beneficial if we know what Country an enquiry is coming from (In an online form) so we can forwardd the opportunity to our distributors as required.
Guest about 2 years ago in CRM App 1 Shipped

Auto Populate Delivery Address settings not visible

The system option for Automatically Populate Delivery Address on a quote is not visible in the CRM settings interface, and can only be configured by editing the option directly in the database.
Guest over 4 years ago in CRM App 0 Shipped

Remove the Mandatory Model Account from Sales Ledger Creation

The idea of model accounts is useful to avoid the sales person having to set the different options for the new customer account, however if there isn't a model account setup the user cannot create a new sales ledger- this would be better as a syst...
Guest over 4 years ago in CRM App 0 Shipped

Additional Record of Accepted Quote

"When a quote is accepted the only audit we have is that there is a Customer Order Reference. Similar to above a note in Activity would give some extra traceability and enable us to answer customer queries “Quote 534073 Accepted online by customer...
Guest about 2 years ago in CRM App 1 Shipped

Add authoriser information and status to quote record screen

SPA-I-1933 is already logged to show an "approved" banner if order confirmation fails, however it would be good to always show the authoriser information on quote-to-order workflows regardless of the approval status and quote status. If a quote is...
Guest about 2 years ago in CRM App 0 Shipped

Ability to search part of product codes

Add functionality in global search and search on a quote, where you can search for part of a product code. e.g. for product code: 'MCHX5003-AD' searching 5003 should show the product code
Guest almost 5 years ago in CRM App 0 Shipped

Freeze the Magic Matrix Categories when scrolling down list of customers

When demonstrating the Magic Matrix I noticed that the headers for each Magic Matrix Category along the top of the Matrix does not freeze as you scroll. This would be useful to remind your self which category the stage is for.
Guest over 2 years ago in CRM App 0 Shipped