CRM App

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Import Cin7 Dispatched Date into Delivery Date

A customer would like to import the Cin7 dispatched data and display this in the sales transactions page so you can see if an order has been dispatched or not.

Guest over 3 years ago in CRM App 0

8 VOTE

Enhanced Upsell Functionality

The Upsell feature should work on documents also. Customers would really benefit if they could configure the Upsell product recommendations list onto your proposal/quote document. For example, when a customer enquires about product XYZ, you could ...

Guest over 5 years ago in CRM App 1

5 VOTE

Equipment Record - Auto-populate Manufacturer Warranty

When an equipment record is created it would be good if the manufacturer warranty field is auto-populated. There could be a system setting the determine how many months the manufacturers warranty is set to i.e. 12 months, 24 months etc. The idea i...

Guest over 3 years ago in CRM App 0

6 VOTE

Add a Quote Value Target

It would be beneficial for the sales team to see the quote value that has been achieved Annually, quarterly and per Calendar Month

Guest about 4 years ago in CRM App 0

1 VOTE

Duplicate Quote - Prompt user to change quote description

When duplicating quotes it would be good to allow the user to change the quote description in the duplicate window before the quote is duplicated

Guest 8 months ago in CRM App 0

1 VOTE

Free Text Labels in Customising

Often I would like to add instructions or notes into the Customisable Groups to explain the information within that Group. I can't see a way to just put a label as it all needs to be based on an existing field. Also the facility to insert a line b...