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CRM App

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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 over 2 years ago in CRM App 0

Add sales person dropdown on sales order creation screen

Adding the sales person dropdown to the sales order creation screen would allow our customers to be able to select the sales person that they would like to credit for the sales order. This would allow for easier creation of sales orders instead of...
Guest over 1 year ago in CRM App 0

Automatically Log a Case within CRM for every new email

A customer would find it useful to have integration with Outlook to automatically log a new case within the CRM for every new email received. I would imagine that you would only want this turned on for certain inboxes such as a shared inbox for sa...
Guest about 5 years ago in CRM App 1

Quote Tables - Group Output Format Settings - suppress data rather than removing column

When selecting the output format on a quote it would be much better if the word integration suppressed the column data or inserted a 'blank' column rather than removing the column. Removing the column destroys the table format and alignment that y...
Guest 6 months 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 over 2 years ago in CRM App 2

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 over 2 years ago in CRM App 0

You must have an integrated calendar with the CRM (as other CRMS have)

So that you can record History. Activities, Opportunities, against the contact and company. You have the ability to view the calendar for the month and review all activities etc as an overview.
Guest 3 months ago in CRM App 0

Kanban to show value and count summary for Won closed statuses

If you add the value/count summary to an opportunity pipeline kanban board, the summaries will only be shown for the open statuses. It would be great if these also showed a value for the positive closed statuses so that our users can review how mu...
Guest over 1 year ago in CRM App 2 Unlikely to implement

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 about 4 years ago in CRM App 0

Option to convert children companies to single companies when deleting company group

When deleting a company group from the CRM you have an option to delete the children or to move them to under a new parent. It would be useful to have an option to convert the children to a single company, or alternatively we could have an option ...
Guest over 1 year ago in CRM App 0 Good idea awaiting more votes