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CRM App

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Ask user to confirm whether they would like to replace all contacts in a campaign activity

If you accidentally click on replace when adding contacts to a campaign activity it replaces all the contacts that are already in there with the ones you're adding. It would be helpful to have a second pop-up asking the user whether they're sure t...
Guest almost 5 years ago in CRM App 1

Add functionality to add Quote fields to an Opportunity record

A customer would like fields in a Quote, such as "Client PO Number" to be added to the available fields in the Customiser for Opportunity records.
Guest almost 5 years ago in CRM App 0 Will not implement

Add percentage difference to year on year reports

It'd be useful to have a percentage difference added to year on year reports so that you could tell at a glance how much better/worse an account is doing.
Guest almost 5 years ago in CRM App 0

Sort/Order by group summaries in report builder

A customer would like a report made in the report builder to show the top 50 products with the most quantity sold. It is currently possible to show how much quantity is sold for each product, but the grouping summaries cannot be ordered (for examp...
Guest almost 5 years ago in CRM App 0

Add tick box to recalculate prices when copying & pasting quote lines

A customer used the copying & pasting quote line function however it doesn't allow you to choose whether to recalculate prices or not like the other copying options. Would be useful to have this added.
Guest almost 5 years ago in CRM App 0

Time Inactive Users Out on CRM after a defined length of Time

Unless the user remembers to close the browser, if they login to CRM on a machine that is not there own, there is no time out. If the user could be auto disconnected after a period of time, some protection would be offered.
Guest almost 5 years ago in CRM App 0 Already exists

Add Contact Name to Sales Ledger Creation for Sage

A customer would find it useful to add the contact name to the sales ledger creation so this appears in the key contact details section within Sage. The contact details are only shown on the order rather than on the customer account created via th...
Guest almost 5 years ago in CRM App 0

Adding Standard Pages back in after customising out

It would be useful to be able to add standard Pages such as Related back into the record layout after customising them out. Quite a lot of our customers like to strip down the CRM but as they get more confident with the system they like to add fea...
Guest almost 5 years ago in CRM App 0

Set a field as read only in the CRM

It is not possible to add fields using the customiser and mark them as read only. Read only fields would be useful to customising specific dictionaries as well as when adding fields that are for reference only.
Guest almost 5 years ago in CRM App 0

Populate Analysis 1 Drop Down List based on Type Matrix Selection

A customer would find it useful to automatically populate the analysis 1 drop down list based on options selected in the Type matrix. E.g. - User enters Furniture >> Leather >> Stain >> Bodily Fluids, this scenario is covered ...
Guest almost 5 years ago in CRM App 0