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CRM App

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The option to display 12 hour or 24 hour clock time in CRM.

Some customers may prefer to view times on the CRM (such as when you are setting a task) as a 12 hour clock. For users who do not regularly use 24-hour time it is inconvenient.
Guest over 3 years ago in CRM App 1

Two way contact sync with DEAR

When a contact is added for an existing customer, this contact should be synced to DEAR. When a contact is added to DEAR for a company that exists in Prospect CRM the contact should be synced to Prospect CRM. The sync doesn't need to be immediate ...
Guest about 2 years ago in CRM App 0

Changing an interaction type to Active Engagement to update existing activities

Changing an interaction type to Active Engagement will not retroactively update any records that have already added activities using these types. It will only take effect on new activities added after the change. Allowing users to select, when upd...
Guest about 1 year ago in CRM App 1 Unlikely to implement

Packs that are smaller than the unit - i.e. decimal packs

A lot of customers have products setup where the "standard unit of sale" isnt the "smallest unit". e.g. I sell steel tubes by the metre, but the product is set up to 3 decimal places so that i can also sell in mm. In the accounts system a qty of ...
Guest almost 6 years ago in CRM App 2

Add a Task to a Sales Order

Would be helpful to have this feature as you can add it on a quote/opportunity!
Guest about 1 year ago in CRM App 1

Default global search records to be set on a user profile

Users may be regularly be using the CRM to search for specific records. They would have to adjust the filters on the global search to only the records that they want to see. If we allow users to select the default records that they would like to b...
Guest over 1 year ago in CRM App 0

Bulk update attributes and bulk delete option

We have thousands of products, and it's impossible to manula add all the atrributes for these in a timely manner. We are creating spreadsheets with all the atrributes and would like to be able to bulk import these ourselves, and delete them by bul...
Guest almost 2 years ago in CRM App 3 Investigating

Fully Customizable Dashboard

The Dashboard are useful but offer a lot mistakes or issues in the reporting. We need to have fully access to modify the reporting link to the dashboard and have these showcase across the organization. This is truly impacting business decisions, u...
Guest about 2 years ago in CRM App 0

Global Search on Save to CRM Add-in

It would be useful to have a global search on the save to CRM add-in like the main search within the CRM. This means users don't have to select the record type before completing the search to find the record that they wish to save the email to.
Guest almost 5 years ago in CRM App 0

Create link to Problems for a product

We use Problems TO track issues, and this gives us good linking to the customer involved. It would be good to add a similar thing to products so that when looking at the products we can see if there are any associated issues with it and any histor...
Guest over 2 years ago in CRM App 0