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Quotes tab/field in the Equipment Record

Currently, there is no way of seeing whether a piece of equipment is assigned on a quote/quote line. This has lead to customers trying to add a piece of already assigned equipment to a quote line, and no search results are displayed. It would be u...
Guest almost 4 years ago in CRM App 0

Clarify the number of contacts importing to Mailchimp

The mailchimp integration setting shows how many contacts fit the Role code and Country Type criteria, but this number includes contacts that are Unsubscribed or do not have a valid email, which are not included on the first import, so it may say ...
Guest almost 4 years ago in CRM App 0

Darken background colours on the CRM

A customer has suggested darkening background colours on the CRM to make the tabs pop. Tabs aren't defined enough with the current colour system.
Guest almost 4 years ago in CRM App 0

Prevent tab key from tabbing when in notepad/editor

Currently pressing tab will change the focused item in Prospect. Tab is commonly used to move things or adjust spacing and as such people might use tab within the editor. Within the notepad/editor we could change the behaviour of the tab key so th...
Guest almost 4 years ago in CRM App 0

Ability to show more note entries on the activity feed

At the moment only 50 entries are shown on the division, allow a system option to show furtherentries if required.
Guest almost 4 years ago in CRM App 0

Add a document page to Campaign Activities

Airflow would find it useful to have the ability to store documents agaisnt campaign activites to refer back to
Guest almost 4 years ago in CRM App 0

Ability to resequence quote lines by numbering

At the moment you can drag and drop to reorder lines within the quote, however the ability to use numbers to reorder the lines would be benefical to some customers, similar to how this used to be managed in version 6
Guest almost 4 years ago in CRM App 0

Ability to stop people replying to recall email notifications/add bounce back

Airflow are finding that users are replying to a recall via the recall notification email rather than in the CRM. They would like the ability for this to not be possible or to send a bounce back email following the reply being sent via email
Guest almost 4 years ago in CRM App 0

Extended description email table line break

When the extended description field is enabled on a quote the line break formatting is shown in the document quote table. In the email line quote table the line break formatting is not shown. This results in the extended text being on a single lin...
Guest almost 4 years ago in CRM App 0

Turn Product Category Filter to Multi-select Drop Down

Currently the product category filter is a free text filter but it would be better as a multi-select drop down so the user can select multiple categories when filtering. E.g. you may wish to get a list of sales transactions which products are in t...
Guest almost 4 years ago in CRM App 0