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Display a banner on records with ReadOnly status

When a record is in a status that is readonly or only editable by admin, there is nothing that explains this, so it looks like the record is broken. We should display a banner on the record that reads 'The status of this records prevents editing' ...
Guest about 3 years ago in CRM App 0 Shipped

Creation of appointments in CRM with user as organizer

Currently, due to some limitations with how appointments are created and sent in outlook, when sending out an appointment, the invitee will receive it from User, however the version that the user receives is from crmemails. This sets crmemails as ...
Guest about 3 years ago in CRM App 0 Shipped

Quote - Maximum value / Number overflow

When raising a quote/ sales order there is a maximum value that the quote is limited to. All lines on the quote combined can not exceed a maximum amount this is around £18m for the example that I used. I have a customer that sells products in larg...
Guest over 3 years ago in CRM App 0 Shipped

Include Sales Orders confirmed via the CRM to Leader Board & Closed Deals Section on Sales Manager Dashboard

Currently the Closed Deals Section & the Leader board only includes opportunities & quotations that have been closed. This should also include sales orders confirmed via the CRM.
Guest over 3 years ago in CRM App 0 Shipped

Integrate with Cin7's Virtual Stock for BOMs

A customer uses the Cin7 Virtual Stock field for BOM stock levels to demonstrate how many BOMs could be made. Whereas the Stock Available is how many has been made. In order to calculate the correct stock levels for BOMs we would need to integrate...
Guest over 3 years ago in CRM App 0 Shipped

Remove certain customers from order alerts section

A customer would find it useful to be able to remove certain customers from the order alerts section as they have some customers that they have no control over when they place an order as it is based on when their customers need products. A simple...
Guest over 3 years ago in CRM App 0 Shipped

Change "Next Action Due" to "Follow-up Date"

Next Action Due can be confusing terminology. It would be much clearer if this button said Follow-up Date
Guest over 3 years ago in CRM App 0 Shipped

Remove Individuals from the Customers who should have ordered by now

On the new account manager dashboard we have the option to exclude individuals from the RFM but this does not include the customers who should have ordered by now. We should also include an option for this section of the dashboard too. Or change t...
Guest almost 4 years ago in CRM App 0 Shipped

Import Pricing for Product Variations in Cin7

CIN7 customers can have variations of products setup, currently we just import the pricing for the main product & not the variations. In CIN7 you setup the pricing for the main product and this should be applied to all the variations. You do n...
Guest almost 4 years ago in CRM App 0 Shipped

Add Unleashed Customer Type to Sales Ledger Creation Window

When users create new customer accounts via the CRM they expect to be able to set the customer type within Unleashed given that we import it when we create new companies from Unleashed.
Guest almost 4 years ago in CRM App 0 Shipped