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 ...
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 ...
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...
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
over 4 years ago
in CRM App
0
Good idea awaiting more votes
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?
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...
The lead size values show '£1k-£5k' for all customers unless they are all manually edited. This should be set to change the currency depending on the home currency of the operating company.
Guest
over 4 years ago
in CRM App
1
Already exists
I've done some testing and found that there are no columns in the product item export for obsolete or sellable (Unleashed). These fields would be useful as we've had a recent issue with the customer needed to update products but over 80% of them w...
A customer would find it useful to have straight line projection report based on this month's orders. The straight line projection report would take the orders so far that month and divide it by the working days so far that month and then times th...
Display Recall Prompt after creating opportunity for recall required statuses
A customer would find it useful for the recall window to display when you initially create the opportunity and it is in a status that requires a recall. Currently, when you first create an opportunity it just has the recall required banner along t...
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