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Ability to delete distributor sales

Currently, there is no way to delete distributor sales if they have been mistakenly imported incorrectly. Allowing customers to delete these and then reimport them would make managing these sales, in the event of a mistake a lot easier.
Guest 9 months ago in CRM App 1

Be able to edit products in CRM that are not from ERP

Products created in the CRM or via a data import that have not been pushed through into the ERP cannot be edited within the CRM. We should add a feature to allow editing of products based on the catalogue code so that these can be managed within t...
Guest about 2 years ago in CRM App 0

Be able to import third party product catalogue via Excel

Add an excel import to bring through products from a third party, these products would get created within the CRM, and only get pushed through to the ERP on order confirmation. This would allow these products to be managed through the update via e...
Guest about 2 years ago in CRM App 0

Display Description Only Line as Blank rather than Template Product Description

A customer would find it useful to display the description only line as blank rather than pulling through the template product description. At the moment you have to use a template product when configuring the description only line and when you cr...
Guest over 4 years ago in CRM App 0

System Option for Status of Order in Dear Inventory

A customer would like the option to push through the order from the CRM as either a draft sales order or as a live order. In some scenarios it would be useful to push through just as a draft sales order.
Guest over 4 years ago in CRM App 1 Good idea awaiting more votes

Add a hyperlink into standard text

I've created standard text blocks that can be added to document templates (with search and replace) but in some of those I'd like to put a hyperlink back to our website e.g. full details of our terms can be fond here (link to page on website). It ...
Guest 9 months ago in CRM App 0

Lessen Pipeline activity shown on notes.

When you have a pipeline that as a number of steps (say 5 steps) and you start the opportunity at step 4 perhaps, why would you need to see the previous steps on the activity pad? as it only bogs down the activity pad and also gives the impression...
Guest over 4 years ago in CRM App 0

Remove ability for any user to bulk delete Contacts from a Campaign activity

Its currently possible for any user to remove Contacts from a campaign activity, with two clicks (click button shown in pink on attachment, then click ACCEPT). This should be restricted to Admin users only, ideally shouldn't be as easy to select (...
Guest 9 months ago in CRM App 0

Add Mailchimp unsubscribe note to tab info at contact level.

When a contact unsubscribes from a mailchimp campaign although the 'unsubscribe flag' is switched, when you look at the mailchimp tab at contact level it appears thre is nothing to reflect this such as with 'bounced'. It would be useful to see on ...
Guest over 4 years ago in CRM App 0

Change the 12 month orders report to account for credits

currently this uses the Sales Order header table, which only uses Sales orders data only. If a customer places an order, then has it credited, in Sales transactions table this balances, but as Sales Order Headers just uses Sales Orders, it looks l...
Guest almost 4 years ago in CRM App 0