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Part Number Searching

Similar to https://prospect365-ideas.ideas.aha.io/ideas/SPA-I-483, there is a need to allow for searching the middle or last part of a product code from the universal search and when adding product to a quote/order. An example of this is search...
Guest almost 5 years ago in CRM App 1 Already exists

Updated the Cost Price to reflect the currency the quote is being sold in.

We have had a customer who has found that when quoting in a foreign currency in this example (USD) the cost price appears in the home currency (GBP). They need to show the cost price in the same currency the quote is sold in.
Guest almost 5 years ago in CRM App 0

Set Sequence of Problem Type 2

It would be useful to be able to order the options within Problem Type 2 drop down list. This list is typically used when categorising the problems, so a logical order is useful to quickly select the required option.
Guest almost 5 years ago in CRM App 1

Add feature to prevent available stock being increased when a purchase order is made with a due date in the past

A customer has noticed that if purchase order due dates are set in the past, or the date it is placed, then available stock increases for the products on the PO. They would like a feature implemented that prevents available stock being increased i...
Guest almost 5 years ago in CRM App 0 Already exists

Mystore Groups in Product Manager

The new version of Product Manager built into the CRM doesn't have the ability to create/manage MyStore groups.
Guest about 5 years ago in CRM App 0

Add webhook description to configuration & logging

When you get an email saying a webhook has been disabled it is not easy to see what the webhook is/was for. We could add a description to the webhook table so you can easily identify which webhook does what.
Guest about 5 years ago in CRM App 0

Create Records using the Bulk Updater`

A customer would find it useful to use the bulk updater to create records. For example from a contact report it would be useful to mass create leads.
Guest about 5 years ago in CRM App 0

Filter Interaction type by group / dictionary

We current see a lot of interaction types that are not relevant to the team. We could hide those that are not used by each team based on dictionary or group.
Guest about 5 years ago in CRM App 0

Get a table of results from odata

It would be useful to be able to get a table of results from odata for use in integration such as Zapier. Ideally these would take the form of HTML tables.
Guest about 5 years ago in CRM App 0

Default Quote Pipeline

It would be useful to set a default quote pipeline for all quote records, so the user doesn't have to manually select the required pipeline.
Guest about 5 years ago in CRM App 0 Already exists