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CRM App

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Show Import Status on Integration page of Settings

As it stands, it is difficult for Prospect users to quickly and easily check the integration status at a glance. They have to navigate through several menus that are not self-explanatory. Consider moving this data (Accounts/ERP Connection) from...
Guest about 5 years ago in CRM App 0

Add This Quarter as Date Filter Option

A customer would find it useful to have a new date filter option for this Quarter for those that do reporting based on quarters & not months/years.
Guest about 5 years ago in CRM App 1

Distinguishing Marketing Comms from Other Comms in Documents

Finance & I were discussing the fact that, when they needs to look for a particular document on a Contact's record in the CRM e.g. to see if they have been sent something, it can be quite long-winded/difficult as if that Contact has been sent ...
Guest about 5 years ago in CRM App 0

Product Hover Over on Quote Line Entry

It would be useful to have a hover over on the product ID on the quote entry screen, either with some information that avoids having to pop out the side pane like stock, next available and margin. Maybe with an image of the product as well.
Guest about 5 years ago in CRM App 0

Set a document type when saving a document into the CRM

In version 6 you were able to set document types via an admin table and choose a type as you are saving a document into the CRM, This helps identify documents easily.
Guest about 5 years ago in CRM App 0 Unlikely to implement

Add search to the documents tab

It would be useful to add a search feature to the documents tab to allow user to filter the documents
Guest about 5 years ago in CRM App 0 Already exists

Allow the email title/Description to be amended in the STCRM interface

in V6 you were able to amend the title/description of the email from within the STCRM interface in Outlook. Now it take the subject line and adds this as the description in the documents tab. It can be changed once saved but this adds a step that ...
Guest about 5 years ago in CRM App 0

Enhance the Stock Levels to show a break down on hover on the stock level

We should enhance the stock levels page to show a complete break down on where we get the 'Available From Stock' and 'Available with Preseason' on the Availability overview section. As right now our customers need to take the figures we present th...
Guest about 5 years ago in CRM App 0

View which reports were used to add target contacts to campaign activity

A customer would find it useful to see what CRM reports were used to add the target contacts to the campaign activity.
Guest about 5 years ago in CRM App 0

Access the Upsell Window Again After Selecting Linked Products

Once you have added the required linked products to your quote record from the upsell window, there is no option from the quote record to access the upsell pop-up again. It would be useful to have a button to navigate back to the upsell pop-up to ...
Guest about 5 years ago in CRM App 1