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Custom calculation fields

Have the ability to build a calculation in reports e.g. Order line qty times product weight equals total weight. It may also be worthwhile having a read only custom calculated fields on pages. Whilst it is easy enough to export to Excel and do it,...
Guest about 2 years ago in CRM App 4 Investigating

Ability to create a report and then share with specific colleagues or your Dictionary/user group

If we need to share a report with other users the report is saved in Shared Reports but it would be useful if you could only share with members of your own team - the whole company do not need access to the report
Guest over 4 years ago in CRM App 1 Good idea awaiting more votes

Stop saving the typed in product code on the search box in quote-line

A customer has found that since moving to 47, the ability to save the type'd in product code has proven to cause an issue where lines are being duplicated where hitting tab allows for the same product code to be added again in the instance where a...
Guest about 5 years ago in CRM App 0 Already exists

US Date format in CRM

It will be great for US customers to be able to choose the date display format to MM/DD/YYYY instead of the default DD/MM/YYYY. This way, they won't get confused when creating/processing orders or for reporting purposes. Currently, you can only se...
Guest about 1 year ago in CRM App 1 Already exists

Add Date Range to Top Product Reports

A customer would find it useful on the top product graphs in the sales analysis page to filter by a date range. E.g. for orders placed between 01/01/2021 - 31/12/2021.
Guest about 3 years ago in CRM App 3 Good idea awaiting more votes

Re sequence Upsell products

It would be good to have the ability to re sequence the order products get added to quotes when added through Upsell. Currently they are added in alphabetical order but would be ideal for it to respect the ordering of the Upsell list.
Guest over 1 year ago in CRM App 0

Change quote parent from Contact to Opportunity

It would be useful for customers to be able to move the parent of their Quotes from under a Contact in the CRM to be under an Opportunity instead. Currently the change parent functionality only allows you to move Quotes between Contacts and Divis...
Guest almost 5 years ago in CRM App 0 Good idea awaiting more votes

Mark Field as Required For Specific Statuses

It would be a nice addition if you could specify that certain fields are required to be filled in on certain statuses. There is a use case for this, for example, if you wanted to ensure users are inputting a tracking number on a quote. This is not...
Guest 3 months ago in CRM App 0

Nearby Report to show the current customer when on map

So currently when you use the show on map feature for the Nearby report you can see all the nearby customers but you can't see the customer address you are currently on. It would be great if there was a red icon or something to notify you as to wh...
Guest 8 months ago in CRM App 0

Edit default modal for creation screens

Currently it is possible to add fields to an equipment, quote, problem, opportunity, etc creation screen by marking the field as required in the dictionary. However, there are fields that show on these creation screens that are not required and th...
Guest over 1 year ago in CRM App 0