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Automatically move Duplicate emails to Additional Emails

Currently if you enter a duplicate email against a contact, when you tab / click off it marks the fields as error (duplicate) it would be handy to the user if when this happened it prompt the user - shall I move it to additional emails or it autom...
Guest over 2 years ago in CRM App 0 Shipped

Email quotes with automatic PDF attachment from word template

In demonstrating the process of creating a word quote document and then sending as pdf attached to an email, this works pretty well, BUT, it would be better if you could setup the email template (To say "...please find your quote attached..."), an...
Guest over 5 years ago in CRM App 0 Shipped

Should be able to Support Elevate a free trial user even when a database's free trial has expired

It would be really helpful for us to be able access free trial databases after they expire. Meaning as sales people we can create/share loom videos and then send them to free trial users, from their own database. Likewise with sending links and re...
Guest over 5 years ago in CRM App 0 Shipped

Show opportunities when searching for Company name

When searching with the global search for a company name, it does not show any opportunities that are under that company
Guest about 3 years ago in CRM App 0 Shipped

Display Price Tier Name Instead of 'Default'

When creating a quote/sales order in the CRM, the price tier dropdown currently always shows as 'Default', regardless of whether that customer is on a particular special pricing tier or not - it would be better to display the imported name of the ...
Guest over 3 years ago in CRM App 0 Shipped

Unlinking of Upsell items

Allow Upsell items to remain if main item is deleted allowing quotation for accessories only
Guest over 3 years ago in CRM App 1 Shipped

Shared Reports is showing private reports

In the new report layout, Shared Reports is showing all reports, including ones that are mine but I haven't made public. This should be changed so that Shared reports only shows public reports.
Guest over 3 years ago in CRM App 1 Shipped

Account Manager restrictions for shared accounts

A customer has a handful of accounts that have a key account manager but other account managers still need to be able to see these accounts as well. With the current account manager restrictions you can only view your own accounts. There would nee...
Guest over 3 years ago in CRM App 1 Shipped

Quote Grouping - The Default Subtotals should show net of VAT / Tax

If VAT is irrelevant to a client (ie, they're a trade buyer that will reclaim rom HMRC any VAT paid), then VAT - if shown at all - is only shown in the Quote total. The line totals are all shown net of VAT - but the Group totals can ONLY be shown ...
Guest almost 4 years ago in CRM App 3 Shipped

Ability to merge two companies to a company group with two divisions

If I have a single company entity and I want to change this into a division, I first need to convert the single company into a company group and then reassign the division that is created for the new company group to a new parent company group. Th...
Guest almost 4 years ago in CRM App 0 Shipped