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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 over 1 year ago in CRM App 1 Unlikely to implement

Future Availability Per Month

When pre-selling far out into the future, it would be very useful to have clear visibility of the projected availability for an entire product range on one page. Ideally there would be a column for each month, 12 months ahead with availability in ...
Guest over 4 years ago in CRM App 5

'Nearby' report to link to contact

Our Nearby report would be an easy report to use for MailChimp Tagging. If we had a way to link from contact to this you could get a list of all contacts who work for companies in an X miles radius of HP14 XXX etc. This could provide you an instan...
Guest almost 3 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 almost 2 years ago in CRM App 0

Restrict users from seeing the Growth Engine

In the dashboards you are able to restrict which users see which dashboards, we should be able to restrict users from being able to view the Growth Engine in the same way.
Guest 4 months ago in CRM App 0

Integration to Whatsapp from Contact Record

A customer uses Whatsapp to contact customers so would find it useful to be able to open Whatsapp from the contact's phone number on the contact record to message them through the platform.
Guest almost 4 years ago in CRM App 1

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 almost 2 years ago in CRM App 0 Good idea awaiting more votes

Set Default Tax Code for New Customer Accounts

A customer would like to default a tax code whenever a new customer account is created via the CRM. As for their business most customers will always be taxable at one rate.
Guest about 4 years ago in CRM App 1

Update Leaderboard throughout the day

Currently the leaderboard is updated overnight in the maintenance runs. A customer's users are really enjoying the competition that the leaderboard provides but having to wait until the next day can be frustrating. They would rather be able to che...
Guest about 3 years ago in CRM App 2

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