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CRM App

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Embed CRM Report in Dashboards Section

A customer would find it useful to be able to embed a CRM report in the Dashboards section of the CRM.
Guest about 4 years ago in CRM App 0

Change parent search so that suggestions appear in real-time

I would like Prospect to implement a smart search feature, particularly in the quote/sales order matrix; where the system offers suggestions in real time rather then pressing enter to submit
Guest about 4 years ago in CRM App 0

Reports ordered by tags

Customers would find it very useful if reports could be ordered by amount of tags. Normally when you click on a report's header it will order the report alphabetically or numerically. However, it won't offer this functionality when the header clic...
Guest about 4 years ago in CRM App 0

Option to Show the At a Glance figures for TYTD compared to LYTD & a tile for total sales last calendar year

A customer would find it useful to be able to show TYTD compared to LYTD like the last 365 days shows within the at a glance tile. And if the difference is less or more, show this in green or red. Furthermore the customer would find it useful to h...
Guest about 4 years ago in CRM App 0

Add Division Name to Problem Section on Account Management Dashboard

Currently within the problem report tile of the account management dashboard it just includes the problem description, date of when it was created, status & the user who logged it. A customer would also find it useful to see the division name ...
Guest about 4 years ago in CRM App 0

Manage product sales prices in CRM rather than our account package

We would like to manage our sales prices in the CRM rather than in the accounts package and be able to have price breaks for product groups
Guest about 4 years ago in CRM App 2 Already exists

Add extended description field to layout in Problem so that we have contract and extended description together

It is useful as we can then see the detail of the contract which will help us when dealing with the customer, eg No of licences, No of Data sets, equipment details on hardware contracts
Guest about 4 years ago in CRM App 0

CRM Library Enhancement: Add 'All' Documents to Conf Email

A customer would like us to include functionality into the CRM Library to add "all" documents associated with products/product groups to the confirmation email - something they feel would revolutionise their service.
Guest about 4 years ago in CRM App 2

List value limit for Custom Fields

A customer has asked for a list of the maximum data they can put into each of the custom fields. This would help customers understand and plan customisations a bit better when customising the CRM. We have a guide that this would be perfect to fold...
Guest about 4 years ago in CRM App 0 Good idea awaiting more votes

Pop Up Window For Checking Order Details When Confirming

Customers have expressed that they would want a pop-up window with an orders details when a user tries to confirm an order. This would be useful for double-checking everything's correct, to reduce the margin of error with orders. This feature alre...
Guest about 4 years ago in CRM App 2 Already exists