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CRM App

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Add the ability to store equipment items under B2C Contacts

At the moment if an equipment item is sold to an end user (B2C contact) there is no ability to store this agaisnt that contact to ensure that item is fully tracked.
Guest over 3 years ago in CRM App 0

Quote - Product Search - Column Sort

It would be good if the columns on the product search page on quotes could be sortable. This would be the Quantity, Price, Cost Price, Discount, Quantity Available and Value (ex. tax) fields.
Guest over 3 years ago in CRM App 0

Have option for RFM Analysis to also consider Imported Sales Transaction Data

RFM analysis works well for orders placed through Prospect, however it fails to take into account other data such as invoices which may be entering or created by the accounts system from other sources and therefore a customer may place a single la...
Guest almost 3 years ago in CRM App 0

Quote Tables for Excel Document Templates

A customer sends out excel quotes to particular customers who prefer to compare costs within Excel. Currently there is no standard quote table search & replace field that can format correctly (fit within appropriate cells) within an Excel Docu...
Guest about 5 years ago in CRM App 0

Display Unit Price After Discount in Sales Transaction Entity

A customer would like to report on average price but is unable to using the sales transaction entity because the Unit Price is the original price not price minus discount. Also the Base Line Value is the price after discount times by quantity so y...
Guest almost 4 years ago in CRM App 0

Aged receivables report

On the aged receivables report it would be useful to be able to include the following fields: Due Date Day overdue This information is useful to customers as they can see when a balance was due and how many days it has been overdue. This informati...
Guest over 2 years ago in CRM App 0

Assign multiple salespeople

For an Opportunity, especially a large one, it's possible it has two or more salespeople so it would be beneficial to be able to select multiple sales people if applicable.
Guest 9 months ago in CRM App 1

Associate one person with more than one company

We frequently have contacts who either own two or more different companies, or work for more than one of our customer companies. There is currently no way to associate one contact with more than one company - which means we have to duplicate the c...
Guest about 3 years ago in CRM App 1

When reordering quotelines on a large quote, pop open a new window to sort all at once

Reordering quotelines on large quotes can take a long time as it reorders all lines and updates the UI. If a quote has over a certain number of lines, say 50, when attempting to reorder, pop open a new window that is more simplified, that allows y...
Guest almost 4 years ago in CRM App 0

Stock On Hand Total in CRM

Currently the available stock level within the CRM minuses any stock that has been reserved on a quotation. A customer would find it also useful to have a total stock level without taking into account the reserved stock e.g. 'Stock on Hand'. It wo...
Guest almost 4 years ago in CRM App 0