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Repeat column headers or freeze column headers for quote groups

When working on a quote group that has lots of quote lines it would be useful to repeat or freeze the column headers so the user doesn't have to scroll to the top to see these.
Guest 9 months ago in CRM App 0

Show original field name in customiser after label is changed

A customer would find it useful to be able to see the original field name in the customiser after you change the label of a field. This would also make it easier for our support teams as well.
Guest 9 months 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 about 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

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

Having more detailed information on the subscription page on the CRM for customers

Useful to all customers as this would save time emailing accounts/finance to find details. It would be useful to include details of billing card, when the subscription ends, ability to request to renew or cancel, view billing date and what type of...
Guest about 2 years 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

Recalculate Tax on lines if delivery address changes

If you add lines to a quote in the CRM or a basket on the CMS with VAT By delivery Address enabled, and then change the delivery address, it does not recalculate tax on the existing lines, but new lines added will use the new Tax rate for the deli...
Guest 9 months 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 over 3 years ago in CRM App 0

Show list price & applied discount on quotes

The CRM currently applies discounted prices based on a customers product group discount. The customer would then like the quote to show the products original list price and added customer discount. It currently shows the product price after discount.
Guest over 3 years ago in CRM App 1