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CRM App

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Be able to set startup page to something like Service, Problems.

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Guest about 3 years ago in CRM App 1 Already exists

Adding a "LOST SALE" status

Its important to know why we didn't win a quote, instead of just closing the quote it would be nice to know we lost it and why .
Guest about 4 years ago in CRM App 2 Already exists

Import CIN7 Product Images

CIN7 has product images as part of their API so we could import these from CIN7, Like we do for Unleashed and Quickbooks Commerce
Guest about 4 years ago in CRM App 0 Already exists

Duplicate Division Created

A duplicate Division is created in the CRM when a devision is added to a sales ledger to the division on sage.it usually across when a customer creates the division on the CRM and the sales ledger on sage without assigning them which caused the im...
Guest over 4 years ago in CRM App 0 Already exists

Top products report

A few customers have been asking for the top products report which would show top products based on value spent on them from all customers. Would also be useful to have the quantity ordered & the number of times these products were ordered on ...
Guest over 4 years ago in CRM App 1 Already exists

Converting text/links to standard font and size when copied into the CRM e-mail editor.

Not particularly urgent but it would be useful to automatically convert text or links that have been copied from elsewhere into the e-mail editor in the CRM to the standard font and size that we use. The text remains in it's original font and size...
Guest over 4 years ago in CRM App 1 Already exists

Leaving 'Order Due Date' on quote/sales order blank so user has to fill in a date.

Request from a customer to remove the default order due date of today on a quote or sales order, so the user has to input the correct date.
Guest about 5 years ago in CRM App 1 Already exists

Displaying quotation as won/ dead on quote records

When closing a quote as won or dead, the CRM still displays the quote record as "quotation" in orange, see the screenshot of a won quote. Some companies don't confirm their quotes through the CRM and instead must leave them in a won/ dead state. W...
Guest over 5 years ago in CRM App 0 Already exists

Copy quote line sequence when copying lines from quotes

When you copy a quote it would be good if the quote line sequence is also copied as they are currently in some kind of alphabetical order.
Guest over 5 years ago in CRM App 0 Already exists

Add a tab for division delivery addresses to the division screen

It may be useful to see a list of division delivery addresses from a tab on the division screen
Guest over 5 years ago in CRM App 0 Already exists