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Support quote line grouping in the CRM and Word

in v6 it was possible to group lines on a quote, provide a title and have the document formatted correctly. The user interface for doing this however was not very good. It would be really useful to have this functionality but via a drag and drop i...
Dan Bryant over 5 years ago in CRM App 0 Shipped

Have CRM/Email notification when an email bounces

It would be massively helpful for Users sending emails out of the CRM to then get a notification if there email was unsuccessful for whatever reason. The tracking element is great but is time-intensive and only provides data for a single customer ...
Guest about 1 year ago in CRM App 1 Shipped

Create records from searchable reports

It would be useful if users could create records such as companies/campaigns from the searchable pre-built reports in the CRM
Guest over 1 year ago in CRM App 0 Shipped

Auditing on quotes during order confirmation

Being able to track what is happening during order confirmation with details of who confirmed a quote, when this was confirmed into the accounting or ERP system, the ledger it was confirmed to, if the parent of the quote was changed, if the quote ...
Guest over 1 year ago in CRM App 0 Shipped

Extend exclude from RFM

Currently when a company is excluded from the RFM they are excluded also from the Alerts report, however they will appear in the orders report and the needs attention report and the other reports on the dashboard. There should be an option to excl...
Guest almost 2 years ago in CRM App 1 Shipped

Exclude B2C From "Needs Engagement" Tile

Ability to exclude b2c customers on the needs engagement tile on the main screen.
Guest over 2 years ago in CRM App 0 Shipped

Make the Magic Matrix categories fixed on screen

Think it would be useful to make the category names stay in place when you scroll down. Just makes it harder to follow which dot is for which category if you can't clearly see the category names.
Guest over 2 years ago in CRM App 0 Shipped

Add sequencing to attributes per product.

We've had a couple of requests to re-order attributes per product. i.e. I want "Brand" to be listed first over "Colour" but I have added Colour first so it is listed first on the website.
Guest almost 3 years ago in CRM App 1 Shipped

Move location of Use Default Mail Client Button in Send Email Screen

A customer is sometimes clicking the Use Default Mail Client button instead of the Send button by accident. This results in the email you have just composed being closed and the default client opening with a blank email. We should move the Use Def...
Andrew Ardron almost 3 years ago in CRM App 0 Shipped

Search Sales Ledger ID and have company show

Currently you have to press Search more fields to have company displayed when searching Sales Ledger ID. This seems like an unnecessary extra click - you would expect this to show straight away.
Guest about 3 years ago in CRM App 0 Shipped