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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 over 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 over 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 over 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 over 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 over 5 years ago in CRM App 0

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 over 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 over 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 over 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 over 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 over 5 years ago in CRM App 0 Unlikely to implement