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Add Upsell Items to Quote Documents in separate table

If a product has optional upsell items linked provide an additional table on a quote document that displays the upsell items and cost.
Guest over 4 years ago in CRM App 0

Add ability to remove parent on a record

The ability to add a parent on an problem/opportunity record cannot be removed if added in error. You can change the parent to something else but there is not ability to set the record back to not having a parent.
Guest over 4 years ago in CRM App 0

Include Price Break Option

Ability to add/manage product price breaks through the special price feature within PSCRM
Guest over 4 years ago in CRM App 2 Already exists

Add Standard Text Search & Replace Fields

It would be good to add the standard text search & replace fields to the email template configurator & word add-in where the search & replace fields are all listed. It should show on each level of the hierarchy as it could be used in a...
Guest over 4 years ago in CRM App 0 Likely to implement

B2C Contacts Created from Unleashed Import using the "sales channel"

A lot of Unleashed customers have an integrated eCommerce website which are primarily B2C consumers. Our import when we connect to Unleashed imports them all as B2B records rather than individuals. Unleashed has a drop down called Sales Channel &a...
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

Add Document ID to Division Sales Transaction Entity

A Opera customer would like to view the document ID on the sales transaction page against a division however it is not on the division sales transaction entity. At the moment this document ID is just shown on the Sales Transaction entity.
Guest over 4 years ago in CRM App 0

Opportunity Vs Lead

We would like the option to customise the terminology "Opportunity" to read Lead in the main Global Search. I understand this is not possible in the current core entity.
Guest over 4 years ago in CRM App 1 Will not implement

Send emails through customer's mail server

Currently CRM emails send through the Sendgrid service, which requires a custom sending domain setting up in the CRM and an addition to the customer's SPF record. It also causes some display issues as emails sent out will sometimes show "sent via ...
Guest over 4 years ago in CRM App 0 Will not implement

Sorting on Global Search

If you have done a global search and have returned multiple records, it would be nice if you could sort by Division Name or postcode to make finding the record you are after easier.
Guest over 4 years ago in CRM App 0

Search Count on Global Search

When using the global search, only the first 5 records are shown, and you need to hit show more to see the set. But you have no idea how many records have been found, you will just keep hitting show more until you reach the end. It would be nice t...
Guest over 4 years ago in CRM App 0