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CRM App

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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 almost 3 years ago in CRM App 0

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 Clear Task to Completed Task

A customer would like to change the terminology of clear task to completed task, as when they clear the task it is because they have completed it.
Guest almost 3 years 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 about 2 years ago in CRM App 3 Investigating

Be able to see who has been logging into the CRM

Customers are asking if they can see who has been logging into the CRM. In version 6 there use to be a report allowing them to see who is currently in and when they last logged in.
Guest about 5 years ago in CRM App 0 Good idea awaiting more votes

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 over 1 year ago in CRM App 1 Already exists

Sales Ledger Entry added to 'new contact record'

it would be useful if you could enter the sales ledger field at the same time as adding a new contact (business or individual). As we deal with many new contacts we have to keep going 'backwards' to the division entry to add this information.
Guest over 4 years ago in CRM App 0

Memo field on quotes should not include the CRM ID

When the memo field is synced with Unleashed it is prefixed with the text CRM ID: and the ID number of the quote. I don't think tat that the prefix is necessary.
Guest about 3 years ago in CRM App 2

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

Ability to see if other users are viewing/editing a quote

Like Microsoft do with Excel and Word online, i think it would be good if you could see if colleagues "are here" when accessing a quote screen. Currently there's a risk that multiple members of staff could be editing a specific quote without knowi...
Guest almost 3 years ago in CRM App 0