When you use the specific month filter for a date field within the CRM reports, it just shows results for all Septembers ever. Really it should have a year selector as well, so you can select which September you wish to filter to.
Custom fields in customiser should be more accessible. Custom entities should be common, or we should add a third button on add field/report. Perhaps make them common when they are in-use
Remove the "Fax Flag", "Opt-in" and "Swap Flag" from the UI (and make advanced in the report designer). Rename "Mail Flag" to "Physical Mail Flag" Make the "Physical Mail Flag" a toggle of "Unsubscribed/Subscribed" Make the "Email Flag" a drop dow...
Add PriceList Price dropdown to price field on quote
In trade gecko, when you click into the price field you get a list of pricelist prices shown in a dropdown that you can pick from for the product.
I think this would be a cool feature to implement ourselves, especially for Trade Gecko as it would ...
A customer would like to restrict the functionality of sales ledger creation to only administrator users. At the moment all users can use the sales ledger creation button.
Although email signatures can be configured by admin users, all users must select the email signature that they wish to use every single time they create an email from within the CRM by using the 'Select a Signature' drop-down. For those that e.g....
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