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Recent Products limited to a set number of months

When using multi line order entry with recently purchase products, the data returned is products ordered by purchase data over the history of that account. In time this will display products that are now obsolete/not longer relevant/superceded. Ca...
Guest over 3 years ago in CRM App 1

Set Dear Inventory Customer Revenue Account Default when creating new Sales Ledgers

Dear Inventory customers would find it useful to be able to set the default Revenue Account when creating new customer accounts via the CRM into Dear Inventory. The revenue account is a required drop down field, so we would need to import the opti...
Guest over 3 years ago in CRM App 0

Log an activity against a record when a user/or multiple users are notified

A customer would like notifications to be saved to the activity. Would be beneficial to see exactly who has been notified.
Guest almost 4 years ago in CRM App 0

Remove deleted Customers from RFM Analysis

Customers deleted in the CRM shouldn't show in the RFM analysis
Guest over 4 years ago in CRM App 1 Already exists

Add 'accept contact' for quarantined contacts as a bulk action

When going through our quarantined contacts that have registered through the website, there is a perform bulk action and then delete record as an option but not to accept the records. On the desktop version you had the quarantined records wizard w...
Guest over 3 years ago in CRM App 0

Have unaware Unaware as an option when target customers added to campaign

When a contact/customer is added to a campaign they automatically get updated to Aware in the Magic Matrix. This is before they have been contacted and can be misleading in terms of their true status The campaign would be useful to track contacts ...
Guest 8 months ago in CRM App 0

Include Delivery Method on the order confirmation popup

When confirming an order the delivery details pop-up window should include the delivery method field. This will allow users to confirm the delivery method, often a user may have forgotten to enter a delivery method and having it available on the p...
Guest over 3 years ago in CRM App 0

Increase available fonts in Specification Editor

Currently there is only a limited number of fonts available in the specification editor in the CRM. Can this be increased to offer more options
Guest about 2 years ago in CRM App 1

Segment Growth Engine Data

Hello - love the new Growth Engine graphs, they have the makings of something really useful... my question is... can I segment the data to show certain customer types or customer channels? I have a few different channels with very different order ...
Guest 8 months ago in CRM App 0

Add a Activity Group at Company Level

In version 6 there use to be an Activity Summary at company level. For multi branch organisations this was a useful tab for looking at information recorded against all divisions.
Guest almost 5 years ago in CRM App 1