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Additional fields on email preview

When previewing a saved email in the CRM, the only email fields visible are the title, From: address, and the email body preview. It would be good to have the TO, CC and BCC addresses as well as the actual document date and date that the file was ...
Guest over 4 years ago in CRM App 1

Pull through quantity delivered for Sage Invoiced Orders

We have investigated this issue & found that we unfortunately loose the order date & quantity delivered from Sage when it becomes an invoice. When an order is converted to an invoice in Sage, within the CRM we delete the order line from th...
Guest over 4 years ago in CRM App 0

Remove Individuals from New Dashboards

We're finding a few customers only want to see B2B customers within the new dashboards. Therefore, it would be good to have a system option to remove individuals from the dashboards. We could do this based on the individual flag.
Guest over 4 years ago in CRM App 1 Already exists

Editable List of products that a customer is interested in

Have a tab in the Division where a customer can enter products that a customer is interested in. This would then be searchable, it would help if in the future a Company starts to maufacture a product that this customer is interested in.
Guest over 4 years ago in CRM App 0

Send email from RFM segment report

RFM segments contain customers which might need to be re-engaged with depending on what segment they're in. It'd be useful to be able to email customers from the report and CRM so the emails feel more personal and you don't have to have another sy...
Guest over 4 years ago in CRM App 1

Add Sales Transaction Product Description to Sales Transaction Product Cube Entity

At the moment the sales transaction product cube only joins to product records within the CRM. Therefore, if the product no longer exists it will not feature in the product description, leaving a product value but no description. It would be good ...
Guest over 4 years ago in CRM App 0 Will not implement

Scan business card to create Company

Customers can use this when they are at conventions. It saves time entering data manually.
Guest over 4 years ago in CRM App 0

Add specific end date to OData queries for dashboards

The OData queries for the sales graphs on the dashboards don't specify an end date, merely a start date of today() minus one year. If we have imported sales data with dates in the future, this will massively skew the graphs. We should make the que...
Guest over 4 years ago in CRM App 0 Already exists

Access to product images via the API

Functionality requested to be able to see images in external third party software and websites.
Guest over 4 years ago in CRM App 0 Already exists

Moved to end of Pipeline when Opportunity is Closed

At the moment when you close off the opportunity it greys out the stage that you closed the opportunity from e.g. if you close the opportunity as Won from the quote stage the pipeline along the stop of the opportunity shades Quote & displays i...
Guest over 4 years ago in CRM App 1 Will not implement