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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 almost 5 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 almost 5 years ago in CRM App 1 Will not implement

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 almost 5 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 almost 5 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 almost 5 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 almost 5 years ago in CRM App 0 Likely to implement