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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

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 In time this will display products that are now obsolete/not longer relevant/superceded.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 about 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 about 3 years ago in CRM App 0

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 about 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 over 3 years 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 about 3 years ago in CRM App 0

Group Output Format Settings - Summarise Group Total on quote template

Sometimes it would be great to have the majority of qroups expanded on the quote (all line details shown) but consolidate a couple of groups into one line. Can there be a switch within the Group output format settings to achieve this. Use case exa...
Guest 8 months ago in CRM App 0

Report page selector

It would be useful to have the 'Go-To-Page' feature be a box you can type in as it only goes up to page 100. You could type 120 in etc
Guest over 1 year ago in CRM App 0

Visibility in report view to see if a quote has a task assigned to it.

We follow up on all quotes over a certain value. Every day the account managers set a task date against the quotes for the customers they are responsible for. Its easy to miss setting a task against a quote and we'd like to be able to run a report...
Guest 8 months ago in CRM App 0

Have the Magic Matrix work for Prospects

It would be nice to have the Magic Matrix or another Matrix for Prospect Customers (those without a sales ledger) so then you can work on building awareness on products and track which campaign was most successful in getting a first sale etc. The ...
Guest over 1 year ago in CRM App 1