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Remind Users to Set Parent Record when using Global Create

When using the Global Create you can create a record without setting a parent. For new users this can lead to them create records such as opportunities without parent records by mistake. A prompt to say you haven't set a parent record when creatin...
Guest almost 5 years ago in CRM App 2 Shipped

Add User Search & Replace Fields to All Entities

When creating an email template or a document template, sometimes you need to add search & replace field for User information. Would be great to add these to the search & replace field list for every entity. User Name User Job Title User...
Guest almost 5 years ago in CRM App 0 Shipped

Word Add-on for Search & Replace Fields

At the moment customers have to use the email configuration window to get a list of the search & replace fields. This would be made a lot easier by having a Word Add-on for Search & Replace fields.
Guest almost 5 years ago in CRM App 0 Shipped

Allow Data Importer to Import to all appropriate Standard Fields at Company, Divisions & Contact Level

The data importer only imports to some standard fields would be great to include all standard fields at Company, Division & Contact level. Such as adding: Company Summary Division Summary Division SIC Division Priority Division Incorporation T...
Guest almost 5 years ago in CRM App 0 Shipped

Remove 'Purchase Order' screens and fields if no data is available

Currently for Cloud system integrations, we do not import future stock levels and purchase orders. The Purchase tab and the "date next available" field is still visible in CRM on a product detail record, as is the 'future stock' column on the Stoc...
Guest almost 5 years ago in CRM App 0 Shipped

Change default email from crmemails@ to noreply@

For customers who have not yet set up a custom sending domain it would be useful if emails came from no-reply@ rather than crmemails@, as there is no indication that this is an unmonitored inbox.
Guest about 5 years ago in CRM App 1 Shipped

Hide Fax, Mail & Swap Flags

These flags are rarely used so should be hidden to make the Communication view on Contact records less clogged up. If a customer would still like to use them, they should be able to turn these back on, as some customers may have recorded data u...
Guest about 5 years ago in CRM App 0 Shipped

Add {DateTime.Now:dd-MM-yyyy} to search & replace field list

It would be good to add the search & replace field for today's date ({DateTime.Now:yyyy-MM-dd}) to the email template configurator where the search & replace fields are all listed. It should show on each level of the hierarchy as it could ...
Guest about 5 years ago in CRM App 0 Shipped

Choose Attachments for Email Doc Templates

It would useful to add attachments to email document templates, for example if a customer as a brochure or PDF that they always send with a particular email template. Therefore, the attachment would be added for the user every time they use the te...
Guest over 5 years ago in CRM App 1 Shipped

Save to CRM for Gmail/G Suite

Someone commented on our 'What's New' Beamer feed on the Save to CRM post asking if it was possible to save Gmail/G suite emails into the CRM.
Guest over 5 years ago in CRM App 0 Shipped