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Option for the Word merge fields code to be updated to add additional syntax to format any of the fields

Numeric fields when formatted in a document shows up in 4 decimal places.
Guest 7 months ago in CRM App 0

Copy Lines from CRM should track custom prices

When you copy quote lines from a CRM quote to the clipboard, it would be useful to store whether the price has been amended from the standard sell price. This uses the "sellpricetype" flag or S or C. Currently, if you have a quote with custom pric...
Guest 7 months ago in CRM App 0

Save to CRM to suggest records based on who the email was sent to

A customer would find it useful for the save to CRM to suggest records based on who the email was sent to rather than just who the email was sent by. An example of where this is useful is where a user is replying to an email and wishes to save in ...
Guest over 4 years ago in CRM App 0 Likely to implement

Search for a field in report builder

It would make the Report builder a lot easier to use if you could search for a column / field in the field selector and the add filters menu. It is not obvious to customers where specific data lives in our database.
Guest over 5 years ago in CRM App 1 Good idea awaiting more votes

Option to show timestamp within activity

A customer would find it useful to show the timestamp within the activity, currently you have to hover over the date to see the time stamp. This should be a user preference or a system option.
Guest about 3 years ago in CRM App 0

Values such as RFM and sales analysis may prove beneficial if they are driven from the customer ledger. This would then include credits and transactions that are direct to sales invoice which would provide a more accurate view of customer activity.

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

Add count fields to customiser

Allowing users to add a 'count' field of a child record type to the customiser, so they can add the field into their layout and show that the company has 15 contacts underneath, without needing to summarise it in the company contact report.
Guest almost 2 years ago in CRM App 0

Add a 'Recent Discount' field to the recently purchased product page on a quote

A customer would find it useful to have a 'recent discount' field alongside the 'recent price' field on the recently purchased product page when building a quote. This would improve their quoting process when speaking with a customer.
Guest almost 4 years ago in CRM App 0

Option to base Leaderboard off Opportunity level

A customer uses the Leaderboard to monitor their sales person's progress but they sometimes have won opportunities that do not have a confirmed order underneath. This is because these are special orders that need to be processed via Opera. Current...
Guest about 3 years ago in CRM App 1

Be able to remove attachments when using save to CRM add-in

It would be handy to have the ability to remove certain attachments when trying to save the email to the CRM using the Outlook add-in.
Guest over 5 years ago in CRM App 0