Product Suggestions
ADD A NEW IDEA

CRM App

Showing 1242 of 2645

Remove search term from product search when adding new product

Currently when you search for a product to add to a quotation it keeps the search term when you go to add the next product for the quotation. A customer would find it more useful for the search box to not include the previous search term as most o...
Guest over 3 years ago in CRM App 0

Add custom format/mask or E.123/E.164 formatting to phone numbers

Currently phone numbers are free text fields where users can enter the number in any format they want. This can cause a range of numbers It would be useful to have formatting/masking of phone numbers to ensure that they are consistent and in the s...
Guest over 3 years ago in CRM App 1

Include Decimal Points in Custom Number Fields

Currently it is not possible to include decimal points within custom number fields e.g. 1.1.
Guest over 3 years ago in CRM App 0

Mark or flag addresses

Customers would find it very useful if they could mark an address, as where a contact is actually based. This way they are able to post something to them, and not to all the sites the contact is attached to.
Guest over 3 years ago in CRM App 0

Report headers pinned in place

A customer has suggested that it would be helpful to have the option of pinning report headers to the top of our screen so larger repots would always display the headers (Similar to functionality in excel).
Guest over 3 years ago in CRM App 0

Add Unit Volume as an option for quote tables

Currently you can include the unit description within the quote table search & replace option but you're unable to include the unit volume as well e.g. 20KG. A customer would also like to include this when using the standard quote table search...
Guest over 3 years ago in CRM App 0

Save to CRM should be able to be pinned in Outlook Private

The new Save to CRM pane should have an option to pin which allows you to always have it open. If this is possible that would help a lot.
Guest almost 4 years ago in CRM App 1

Add link to CRM Quotation Record to Sales Transaction Page

A customer would find it useful to have a link within the sales transactions page to the CRM quotation that the order originated from. This would just be blank for orders that were processed directly in integrated accounting/inventory management s...
Guest almost 4 years ago in CRM App 0

Create New Single Company without Contact

A customer would like to be able to create a new single company record without creating a contact at the same time. There are some instances, where a new business is opening and you only have the business name to start with. At the moment the user...
Guest almost 4 years ago in CRM App 0

Recent Change to Account Assignment - BAD MOVE!!

I do not agree with the recent change that new contacts are automatically assigned an account manager (the person creating the contact). We deal with many 'one-off sales' who do not get assigned to anyone as an account manager. This 'new' function...
Guest almost 4 years ago in CRM App 0