Product Suggestions
ADD A NEW IDEA

CRM App

Showing 1242 of 2645

Add Last Quoted Date as Field on Contacts for Reporting

A customer would find it useful to have a field that stated the date when a quote was last created on a contact record. This would be useful when running a marketing campaign to filter a list of contacts by the date that they were last quoted.
Guest over 4 years ago in CRM App 0

Inserting the Account Manager when creating a Business Contact

When creating a new business contact in the CRM it would be good to have the ability of setting the account manager at this point as appose to once the record has been created
Guest over 4 years ago in CRM App 0 Already exists

Hide Lapsed Companies from Global Search

A customer would find it useful to remove certain company types from the global search such as Lapsed Customers. This would need to be a system option to choose which company types appeared in the Global Search.
Guest over 4 years ago in CRM App 0

Allow customers to customise the opportunity pipeline objectives to add "reactivate" for example

Objectives for opportunity pipelines will become more important with the new dashboard so it would be great to allow customers to customise the list of objectives. For example one for reactivate would be useful to add to the list of objectives.
Guest over 4 years ago in CRM App 0 Will not implement

Don't show entities that aren't applicable to the customer

Within the CRM you can see integration settings & report entities that are not relevant to the customer. For example everyone can see the Opera setting within the settings centre & the dear inventory report entity.
Guest over 4 years ago in CRM App 0

Match list of currencies to what is set in Accounting/Inventory Management System

Rather than showing full list of all currencies, just show the currencies setup within the customer's integrated accounting/inventory management system.
Guest over 4 years ago in CRM App 0

Update standard document text based on company details

Standard Text is a useful tool on documentation especially when detailing company info that needs to be included on all document templates. It would be great if the customer fills out their company details when they sign up that this is then used ...
Guest over 4 years ago in CRM App 0

Show version history for customiser

At the moment if you wanted to revert customisations made using the customiser on a record layout, you would need to revert back to the original layout. It would be great to show the version history & revert back individual changes rather than...
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

Update inconsistent ISO country list

The CRM's dba.country table has some inconsistencies with the ISO 3166 country list. For example, for US, we use 'United States of America', Unleashed uses 'United States', but the full ISO label is United States of America (the) Additionaly, for ...
Guest over 4 years ago in CRM App 0 Unlikely to implement

adding new line in the middle of your current lines

When building a large quote, some times you may want to add an item into the middle of a list of 10 lines. In the old system when adding a line you would just set the line order number to 5 and it would put it roughly in the right place. in the CR...
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes