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CRM App

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Add an Option the allows only Admin users to Publish Reports Changes public

Currently anyone on a profile can make changes to a report / tab and save it for their own login - GREAT. However all users can also make the change they have made public and overwrite the version the others users of public. This option to publish...
Guest almost 5 years ago in CRM App 0

Change record type from Lead to Opportunity in STCRM

https://www.loom.com/share/1522f7899e124c3fab5ee465555e1f31
Guest almost 5 years ago in CRM App 0 Already exists

System option to Automatically Create Equipment Items when sold

It would be great to have a system option that enabled automatic creation of equipment items when the opportunity/quote is marked as sold. It would seem sensible for the equipment item to be created if a certain opportunity type is selected, as no...
Guest almost 5 years ago in CRM App 1 Already exists

Add option to have no set date for recalls

A customer would like to have recalls that do not have a specific date set and just be "assigned". Currently there is only an option to have no specific time set, but there is no option to do this for dates.
Guest almost 5 years ago in CRM App 0

Put Notes from Unleashed Memo to Internal Notes by Default

Customers who use Unleashed tend to have their website product descriptions within the memo field in Unleashed. These website product descriptions will have HTML so can be very long, which can cause issues when confirming orders. Therefore, it wou...
Guest almost 5 years ago in CRM App 1 Already exists

Be able to access standard reports from Cin7 in the CRM

Be able to access a standard report from Cin7 for a customer or product etc in the CRM
Guest almost 5 years ago in CRM App 0

Be able to add an opportunity to a pipeline or be able to change the pipeline it belongs to

Sometimes we may move an opportunity from one sales person to another and they have separate pipelines
Guest almost 5 years ago in CRM App 0

Allow for decimal points within custom number fields

If you add a number field it is not possible to put in a decimal points, only whole numbers can be entered. For example 1 is fine but 1.50 is not. Some customers would find it useful for this custom field type to allow for decimal points as well.
Guest almost 5 years ago in CRM App 0

Include System Option to exclude or include VAT Totals within email quote tables

We should add a system option to the web UI to exclude or include VAT total within email quote tables.
Guest almost 5 years ago in CRM App 0

Include record ID in Save to CRM Add-in

It would be useful for the save to CRM add-in to display the record's ID to make sure you're saving the email to the correct CRM record. Sometimes there are two records with the same description which can make it hard to know which one you need to...
Guest almost 5 years ago in CRM App 0