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Editable image size when pasting images into emails

Currently the CRM allows for you to use an images with a source URL and change it's size accordingly. A customer has highlighted that sometimes these images are copies out of word documents/PDF's and therefore are just pasted into the Email. It wo...
Guest about 4 years ago in CRM App 0

Set defaults for fields when creating records

It'd be useful to be able to default fields to something when creating a new record. For example if you had a custom drop down configured you might want one to always be the default to ensure that it was always filled out.
Guest about 4 years ago in CRM App 0

Keep Contact Second Address when choosing division address as primary

A customer has noticed that if you add a secondary address to a contact and change the primary back to the division address it removes the contact address. In some scenarios you may not wish to remove the contact secondary address.
Guest about 4 years ago in CRM App 0

Expand images saved directly to notepad entry

If you paste an image into a notepad entry, the notepad entry displays a thumbnail. To see the full image you have to right-click and open it separately. It would be good if images in notepad text could open a lightbox, like the ones saved as sepa...
Guest over 4 years ago in CRM App 0

Product Reporting entity to show warehouse information on a single line

Currently the product shows various stock information but doesn't show much information in regards to the warehouse the stock resides in. More information can be found in the stock by warehouse entity but this shows a product line for each warehou...
Guest over 4 years ago in CRM App 0

Update quote/order expiration when changing lines

When sending quotes you might want to set an expiration date. By default this is set to be 30 days from the quote creation. If you amend the quote you may want it to automatically update the expiration as you now have a new version of the quote.
Guest over 4 years ago in CRM App 0

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 over 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 over 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 over 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 over 4 years ago in CRM App 0 Already exists