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Change wording of message when you can't access a record due to account manager restrictions

At the moment if you have account manager restrictions & try to access a record that has a different account manager it said 'This record you are trying to access could not be found', it should instead say 'You do not have permissions to acces...
Guest about 5 years ago in CRM App 0 Shipped

Marking a document important is not obvious

Whilst the ability to mark a document as important is there (r46) it is not always obvious that this is a feature because the gray icon is invisible unless you scroll over it. For new users this may be a useful feature that they might miss
Guest about 5 years ago in CRM App 1 Shipped

Have quotes default to the sales ledgers currency

A customer has requested that when making a quote for a foregin currency it would be better that it defaults to the sales ledgers default currency as opposed to staying GBP. Here is a loom of the current issue: loom
Guest over 5 years ago in CRM App 0 Shipped

Import Sales Type from Unleashed

There is a field within Unleashed called Sales Type & a customer would find it useful to have this imported to the CRM- assuming this would be best suited against a division record as it looks to be set against a customer record in Unleashed o...
Guest over 5 years ago in CRM App 0 Shipped

Automatically update estimated close date when lead is marked as sold

It would be useful for the estimated close date to be updated when a lead is marked as sold. Currently, when a lead is marked as sold & if the date was set to next month for example, you would need to change this manually to the date it was ma...
Guest over 5 years ago in CRM App 0 Shipped

Enhance the order confirmation process to pass order information into sales trans at order confirmation in 365

I would like the CRM in 365 to pass order information into sales trans at the point of order confirmation instead of when the order import runs. Dan B has also mentioned that this for stock availability in the even that the order import fails to run.
Guest over 5 years ago in CRM App 0 Shipped

Filter out email marketing from Activity Notes

On a contact activity notes you get the email marketing history added into this field. Would we be able to filter this out as for a lot of sales staff this just gets in the way of the more helpful notes they need to scroll for.
Guest over 5 years ago in CRM App 0 Shipped

Enhance ProspectCRM to show a invoice and sales transaction information in a similar view to the desktop.

A customer like the ProspectCRM to be enhanced to provide a preview of the sales transaction information in a similar manner that we used to in the older desktop version of the CRM when connected to an accounting system..
Guest over 5 years ago in CRM App 0 Shipped

Option to put Unleashed Notes into Either Extended Description or Internal Notes

Unleashed has a Notes field on a product record, this is currently imported into our Extended Description. The Notes field would be better married with our Internal Notes field, so a system option for this would be great. The system option should ...
Guest over 5 years ago in CRM App 0 Shipped

Change user list filters to be list alphabetically by user name

At the moment on user lists in report filters, it appears to be sorted by user code rather than user name (to show current user as the first option). When you then try to filter the list by typing the name it does not filter the list to show the c...
Guest over 5 years ago in CRM App 0 Shipped