CRM App

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Add an explicit email=searchterm for when email address are 20+ Characters

When searching in the CRM, the search uses non-alphanumeric characters to separate search terms. If an alphanumeric string is longer than 20 characters it cannot be indexed, and therefore does not appear in searches. It is not uncommon for email a...

Guest almost 4 years ago in CRM App 0 Shipped

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Restrictions by Teams of Users

A customer would find it useful to be able to set restrictions by teams of users. For example you may have a sales manager who needs to just see a certain set of account manager's accounts as they're the sales manager for that area. Currently you ...

Guest about 4 years ago in CRM App 2 Shipped

0 VOTE

Display Price Tier and Select Price Tier in CRM

When creating a quote you should be able to select the price tier/price list this will then calculate the prices based on the selection. When you create the sales ledger you should also be able to select a price list for the customer.

Guest about 4 years ago in CRM App 0 Shipped

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Add Guttometer to Bulk Updater for Opportunity Entity

A customer was wanting to bulk updater the Guttometer from an opportunity report but it is a field that isn't available within the bulk updater. It would be useful to add this as a field to the bulk updater.

Guest over 4 years ago in CRM App 2 Shipped

0 VOTE

Changing Pipeline to Handle the issue with Status

Pipelines are not a visible field on an opportunity but can easily be added to the screen via the customiser and that add the option to the customer to change the pipeline it is in. This can work okay, but the two pipelines need to contain the sta...