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Don't set value to zero on lost opportunity

Currently if an opportunity has been marked as lost the value will be set to 0. This means that you can't report on how much value you lost. It would be useful if Prospect did not do this so that you could have visibility on how much was lost.
Guest about 4 years ago in CRM App 0 Already exists

Ability to customise/rename Hieracy titles (Company/div/ etc)

Some customers are confused by the terminology used in the CRM, such as division and would like the ability to change the title to something more specific such as (site etc)
Guest about 4 years ago in CRM App 2 Unlikely to implement

Add gross profit figure to Sales Ledger Monthly Entity

A customer is using the sales ledger monthly entity to compare a month from this year to last year in terms of customer spend. However, they would also like to see a gross profit figure for each of the months as well.
Guest about 4 years ago in CRM App 0

Turn off Company From Global Add Menu

In the latest release which includes the new single companies, we have added in the option to create a business contact and a company from the global add menu. This has caused confusion as customers are using the company option and create a compan...
Guest about 4 years ago in CRM App 0 Already exists

Save to CRM to check subject for record ID

A customer has mentioned that they quite often reference a problem or opportunity reference in subject lines when sending emails to customers. When the customer replied they then use the Save to CRM functionality to save in this email. More often ...
Guest about 4 years ago in CRM App 0

Add Last Activity Note to Contact & Division Entity

A customer would find it useful to be able to see the last activity note when building a division or contact report using the report builder. For example you may want to build a report that shows the division name, sales ledger stats and the last ...
Guest about 4 years ago in CRM App 0

Reduce truncation threshold for pipeline statuses

The part of the UI that truncates the non-current pipeline status seems a bit too restrictive, and will remove labels of pipelines even if there is enough space to display them all. This seems to be based on amount of statuses rather than the leng...
Guest about 4 years ago in CRM App 0

Search and Replace Field for User's Forename

A customer would find it useful to have an option to include a user's forename as a search and replace field rather than the user's full name. This is useful for signing off emails.
Guest about 4 years ago in CRM App 0 Good idea awaiting more votes

Link Equipment item to multiple products

Some customers use Equipment items to track and manage collections of products e.g. a showroom stand. Would it be possible to have a 1-to-many relationship between the equipment item and multiple products?
Guest about 4 years ago in CRM App 0

Change parent on contract

You are unable to change the parent on a contract record. With something as important as a contract this doesn't come as a surprise. However there is still required functionality to change parent if the contact the contract is under has left compa...
Guest about 4 years ago in CRM App 0