In cases where an opportunity may be realised over multiple months, it would be good to be able to show that value spread out over x months. Eg. If a $200k opportunity is likely to be won in October with sales spread over 3 months, it would be goo...
Option to include "Related" records When Duplicating Quotation/Opportunity/Problem
At the quotation level, there is an option to "Duplicate" the quote. It would be very useful if there was an option to also duplicate any "Relationships" that the quotation has. In our system, quotations can be related to Inventory Equipment. When...
Problems can also progress through a pipeline and having a Kanban view for problems would help to have a quick overview of your problems and the statuses that they are in at a glance.
It is possible to send an email on an enquiry by clicking the envelope button on the email address entered on the enquiry. In an attempt to keep the contact/company records clean, a customer may want to make contact with the enquiry before convert...
We have contact records who exists at a head office for example, and buy on behalf of numerous divisions around the UK. If this contact gave us an enquiry for a particular division, we want the enquiry to go against that division and not head offi...
The Customise UI ability is great, but when adding a new items you can only add fields or reports with one header line per section. It would be great to be able to add a tip for the user on how to use the field that is being added. This would allo...
If you need to create equipment items in bulk there is currently no way to do this. If equipment items were able to be imported like opportunities being assigned to Companies it would save time creating them.
Version 062 allows you to view imported delivery addresses in the CRM and also split these into new divisions. However there is no functionality to add new ones via the CRM. Website visitors can however do this themselves via a CMS plug-in, so in ...
There may be a items available from a manufacturer with project discounts available, such as a set further percentage discount from your regular purchase price, and want to bulk amend products. for example, if your regular discount is 30% less tha...
Companies / customers nearby (Near Postcode/Zip) for International Customers
Currently the customers near postcode is only available for UK postcodes, it would be good to expand this offering to other countries who we can offer this functionality to. For example we could offer this for New Zealand customers as the function...
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