Product Suggestions
ADD A NEW IDEA

CRM App

Showing 1242 of 2645

Prevent autopopulate of contact email address on email creation

Some customers send purchase orders to their suppliers based on quotations created under a lead. Having the contact email address autopopulate cna lead to emails with cost prices being sent to the customer in error and causing issues for our custo...
Guest about 5 years ago in CRM App 1

Quantity Restrictions for Selling Products

A customer would like to restrict the quantity of a product that a customer can buy, for example a customer can only buy a maximum of three of a particular product. The customer may wish to set a time frame e.g. certain amount of products per mont...
Guest about 5 years ago in CRM App 0

Hide obsolete settings unless requested

Pages like the problem status settings page take a long time to load when a lot of the data is obsolete. We could start by only displaying the active statuses which should cut down on load time and then have an option to see obsolete ones if neede...
Guest about 5 years ago in CRM App 0

Show which record an email has been saved to from within the STCRM window

It would be nice to see the record an email has already been saved to if a user is trying to save the same email again. A message should show in the STCRM alerting the user that this email has already been saved against record x... are you sure yo...
Guest about 5 years ago in CRM App 0

Add options to fields when using Customiser

There are a few customisations that customers would find useful if they were available as options in the Customiser. Currently this need to be done manually. Making a field non editableMaking a column full width in the boxMaking a field required
Guest about 5 years ago in CRM App 0

User Permission to Create Reports within CRM

A customer would like to restrict some users from creating report within the CRM. It would be create if this could be a separate permission within the user admin section.
Guest about 5 years ago in CRM App 0 Unlikely to implement

Output option to show grouped items underneath un-grouped items for recommended/upsell optional products

A customer would like to use the grouping to show recommended products but would want this to appear underneath the un-grouped items (products that are part of the standard quote). At the moment you would need to add the un-grouped items to a grou...
Guest about 5 years ago in CRM App 0

System option to not include left company contacts within global search

A customer would find it useful to have a system option to not include left company contacts within the global search.
Guest about 5 years ago in CRM App 0

Make address mandatory when creating a new record

Currently when creating a new record it is easy to miss the Add Address button, and for some the address is very important. Currently it is not possible to make entering an address mandatory.
Guest about 5 years ago in CRM App 0 Unlikely to implement

Comparison of buying history by product year-on-year, quarter-on-quarter or month-on-month

A customer I demo'd to yesterday really liked the information that we had in the "analysis" tab on a customer record. But had a good suggestion to enhance this. In the top section, we currently show the customer's "top products", how much the cust...
Guest about 5 years ago in CRM App 0