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Automated flows to send email follow-up and chasers based on CRM triggers

Many B2B operating businesses would benefit from automated emails being sent out, following on from CRM action. For example, if an order is confirmed and sent through to their accounts or inventory management system (Unleashed or Xero etc.), this ...
Guest over 5 years ago in CRM App 7 Planned

Allow Enquiry forms to map to custom enquiry fields

Currently on the form you have a small set list of fields you can map to so even if you add a memo field, you don't really have anywhere to put that data on the Enquiry. It would be great to allow the form to map data into custom fields made on th...
Guest about 1 year ago in CRM App 2 Already exists

Add quote lines to any part of the quote not just the bottom

I think it would be a great addition if there was the ability to add a quote line at any point of the quote. Eg. add directly to the 4th line. This is particularly helpful if you have a large quote with multiple lines. It makes it easier to re seq...
Guest over 1 year ago in CRM App 1

Custom calculation fields

Have the ability to build a calculation in reports e.g. Order line qty times product weight equals total weight. It may also be worthwhile having a read only custom calculated fields on pages. Whilst it is easy enough to export to Excel and do it,...
Guest over 2 years ago in CRM App 6 Investigating

Set Delivery Charges based on Weight

A customer would find it useful to configure delivery charges which are automatically calculated based on the weight of the product. They would still need the option to manually type in the delivery charge if the automatically calculated delivery ...
Guest almost 6 years ago in CRM App 1 Investigating

Reduce clicks to get CRM Inbox Address

Instead of Menu > Get CRM Inbox Address > copy > Close, why not just Menu > Get CRM Inbox Address to copy the address directly to the clipboard. Even better, display a permanent "copy" button so that the address can be copied to the cl...
Guest almost 2 years ago in CRM App 2

Prioritise Tasks by colour

Currently the task colour that appears next to a task matches the Company Type. It would be much more useful to have it map to Priority or a new field called importance. Might help organise the Task list for each day and see what is more urgent as...
Guest about 1 year ago in CRM App 0

Stop saving the typed in product code on the search box in quote-line

A customer has found that since moving to 47, the ability to save the type'd in product code has proven to cause an issue where lines are being duplicated where hitting tab allows for the same product code to be added again in the instance where a...
Guest over 5 years ago in CRM App 0 Already exists

Ability to create a report and then share with specific colleagues or your Dictionary/user group

If we need to share a report with other users the report is saved in Shared Reports but it would be useful if you could only share with members of your own team - the whole company do not need access to the report
Guest almost 5 years ago in CRM App 1 Good idea awaiting more votes

Show company name in new task

It would be very helpful if the company name was to show the company name in the task list, as it's quite difficult to identify specific projects without this.
Guest 3 months ago in CRM App 0