A customer would like to view the delivery address against the sales transaction information however we do not import this. See screenshot of where they would like this information to appear.
It would be useful to include the due date in the Quote table which is then emailed to the customer. At the moment the due date (which is filled in the crm's quote section) can only be set up to appear separately, below the table. If there are dif...
With the new sales ledger creation feature, because creating sales ledgers may not always be the responsibility of all CRM users or at least they may not have the full authority to do so, it would be useful if we had an option in the Settings whic...
At the moment the list reports are good and provide useful data. The reports can be better by allowing users to create charts (pie-chart, bar chart) etc based on the data. This would be useful when a report has a grouping i.e. a list of customers ...
The graphs implemented showing division analysis would also be useful for product analysis to make it easier to view the seasonal cycle of particular products within the CRM, as well as the pie chart for top customers of product. Could perhaps use...
Guest
almost 5 years ago
in CRM App
0
Likely to implement
Option to Remove Individuals (B2C) from Orders Report Tiles on Account Manager Dashboard
Some customers would like to use the CRM for B2B only and would like to remove individual sales from the orders report on the account manager dashboard. You can currently do this for RFM but it would also be able to have the same system option for...
A customer would find it useful to dynamically populate fields on a problem if a certain type is selected. This is particularly useful when logging service requests as different types of request will require different fields completing.
0
Likely to implement
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