A customer has a custom field in which they add links to project on an external system. They can embed a link into the Activity but this often gets lost and is hard to report on, so they're using a custom field. Only problem is the link isn't reco...
If you search for a company group; the group never appears at the top of the search. It seem to always be a single company. It has been suggested that having the company group at the top would work better for finding records.
Guest
about 4 years ago
in CRM App
0
Unlikely to implement
Reporting against product groups rather than just products
If I wanted to see which customer has purchased by product group, sub group then group and compare periods so which customers purchased Adhesive tapes in January 19 that didn't in January 20
Quoting product price dynamically round/change decimals based on price
Some products are sold to more decimal places than others. Currently the system can either round to 2 decimals or use what the currency decimal is set to. It would be useful for the quote table to dynamically output the number of decimals for the ...
Guest
about 4 years ago
in CRM App
1
Good idea awaiting more votes
In the desktop, the recently purchased products would show products recently bought under a ledger specifically to the division, even if the ledger was used under multiple divisions. However this is not the case in 365, as the recently bought prod...
Currently there is no way to change the parent of a product group. Our customer may wish to re-order their product groups and having a change parent option to do this in bulk and on the product group itself would make managing these groups signifi...
A customer would like functionality for an automatic refresh to be added to records and reports (or where there is usually a refresh button). Currently for records and reports you have to refresh manually.
Be able to bulk update the Main Contact and Support Contact set on an Equipment item. In the case that the Contact changes, there is currently no way to update these fields with the bulk updater.
1
Good idea awaiting more votes
