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.
"Division near UK Postcode" report at equipment level
Ability to use the "Division near UK postcode" report at equipment level, we can then use this for sales to see divisions without equipment so they can plan a route to see potential prosepcts, and service engineers can use it to see divisions with...
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...
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...
Customers would like to be able to set the same note in different divisions at the same time. Currently they can only assign it individually, e.g. assigning the same urgent note to multiple divisions in bulk, without the need of going to each divi...
A customer was trying to create a report that included columns for each year that the customer has spent displaying the value of each calendar year spend. This could be added to the sales ledger stats or another report entity that this would be be...
A customer is trying to run a report that shows contact information, Sales Value, Last Year Sales Value and YTD. You can achieve the contact information, sales value & last year sales value using the contact entity by linking to the sales ledg...
We are looking to upload an excel sheet with fields more similar to the Contact Data Importer process. An excel sheet of 400 rows for example. We want to include as much data as possible to avoid having to manually fill in fields for address lines...
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