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CRM App

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Review how fields autosave changes

A customer sometimes finds that the auto saves can catch you out when they have accidentally deleted data inside contact info fields. Would be good to have a restore button to get back the previous entry.
Guest over 4 years ago in CRM App 0

Set a limit to document size and add appropriate warnings

It is currently only possible to store a document up to 100mb. However if you try and import a larger document the system doesn't warn you, it just errors. We should stop users trying this if it is not possible.
Guest over 4 years ago in CRM App 0

Annual Turnover Report

A customer would find it useful to see an annual turnover report within the CRM, (whole company, by account manager etc...) .
Guest over 4 years ago in CRM App 1

Add Date Range Filter to Customers Who Brought X but not Y

A customer would find it useful to add a Date Range Filter to Customers Who Brought X but not Y . For example only sales transactions in the last 6 months.
Guest over 4 years ago in CRM App 2 Already exists

Filter drop-downs based on other data

Requested by customer who wants to set a flag at Division level that is a subtype of a field on the parent Company level. E.g. a Company type would have a sub-set that is set against the division, rather than the division field showing all availab...
Guest over 4 years ago in CRM App 0

Copy Email Content when using default mail client option

Currently when you click the use default mail client option it just opens a blank email with the contact's email address. It would be useful if it copied the email's content over as well. Especially if you have used an email template.
Guest over 4 years ago in CRM App 0

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