Product Suggestions
ADD A NEW IDEA

CRM App

Showing 176

Tagging via Bulk Update

It would be useful to be able to perform bulk updates at contact level in order to add or amend existing tags assigned
Guest about 4 years ago in CRM App 6 Shipped

Add version tracking to document template storage

If you update a document template and save over it, that previous version cannot be retrieved. We can enhance this by using version tracking and keeping previous versions for a short length of time so we can retrieve these if a mistake has been ma...
Guest almost 2 years ago in CRM App 2 Shipped

Using Additional Email for a contact when Main Email is blank

Currently if you send an email from within the system we add the email against the contact to the to box. Currently if the email box is blank it leaves the to box blank. I think we should log an idea that if the main email is blank it then goes an...
Guest over 4 years ago in CRM App 4 Shipped

Ability to change product within equipment

currently you cannot change the product once a piece of equipment has been created, the only way is to delete and create a new piece of equipment, losing all history of that piece of equipment. (unless manually moving it across which is time consu...
Guest almost 4 years ago in CRM App 2 Shipped

Mark multiple contacts as 'Left Company' using Bulk Action

You can currently 'Change Parent', 'Update Fields' or 'Delete'. It would be very useful to mark multiple contacts as having left using this method, rather than having to go into each individual record.
Guest over 4 years ago in CRM App 1 Shipped

Export tags as a comma separated list

Currently Tags cannot be exported in a report from the CRM due to the One-To-Many relationship. We should add functionality to handle this and export it as one field, with a list of Tags as a comma or slash separated list.
Guest over 1 year ago in CRM App 0 Shipped

Quote Table Configuration

When you configure quote tables, there should be a 'select fields' option (like when building a report) which match any fields you can select to have on a quote. Then you can add whichever fields necessary rather than being limited.
Guest almost 6 years ago in CRM App 3 Shipped

Resend & Forward email functionality

A customer has highlighted that there is currently no easy way of re sending an email to a customer should they fail to receive it. On the Saved document once the initial email has been sent; it would be helpful to have a resend button that sends ...
Guest about 4 years ago in CRM App 2 Shipped

Overall Gross margin % for entire quotation. Currently each product line has the GM displayed but it would be great to see the GM for the entire project quotation.

No description provided
Guest over 3 years ago in CRM App 0 Shipped

Sales Person Notification when one of their customers places an order

Notification sent to the sales person (either within the app or on an email) of when their customers place an order - this would mean that they know when they receive orders without manually having to be told.
Guest over 3 years ago in CRM App 1 Shipped