Product Suggestions
ADD A NEW IDEA

CRM App

Showing 1244 of 2648

CSV upload - use alternate reference/SKU in place of Product ID

It would be useful when using the CSV upload to be able to use the Product Alternate Reference 1 field instead of the Product ID such that if you had a CSV to upload which had a list of products where the code is actually the Product Alternate Ref...
Guest over 5 years ago in CRM App 0

Quote suggested product dropdown - include more fields in search

Currently, when adding lines to quotes using the 'search for a product' field, when you start typing a product code/description the dropdown will narrow the search as you type, however that search only looks at product codes and descriptions. It ...
Guest over 5 years ago in CRM App 1

Setting to remove HTML fromat from activity notes

HTML which brings across images, colour, font's etc. are not always needed. To get round this you can paste as plain text. Some customers only paste as plain text and have to do this every time they paste a note. I think we need to have a setting ...
Guest over 5 years ago in CRM App 0

Only display the Tracked Equipment Message at Confirmation

Hide the Tracked Equipment message ("One or more lines on this quote require equipment to be assigned to them") until the quote is attempted to be confirm. At the moment when using the Tracked Equipment setting on a Product, the message is present...
Guest about 1 year ago in CRM App 0

Product list price decimal places

When displaying the product list price in the system this should be set to 2 decimal places.
Guest about 2 years ago in CRM App 0

Date format on reports

When selecting a date format on a report it should be possible to choose DD/MM/YYYY as a date format.
Guest about 2 years ago in CRM App 0

Add Unit Price Including Tax field for Quote Tables

Have a field on a quote which can show the individual unit price of a product including the tax applied to that product
Guest about 1 year ago in CRM App 2

Ability to add tags to saved emails under Activity feed

It will be useful for the customer's own activity tracking as currently there are no tags or Activity types shown for saved emails on the Activity feed. They have to add a separate note to indicate that an email has been sent/saved against the rec...
Guest about 1 year ago in CRM App 0

Change the Tax Code on a quote for Opera

The Tax code field is non-editable on a quote if you customize it in. There are situations where you would want to change the Tax code for a quote from the default for the Company.
Guest about 1 year ago in CRM App 0

Ability To Minimise The Send Email Window

It would be good if there was a way to minimise the send email window from within the CRM because it can be difficult to write an email if you need to refer to the notes you have on a record but cannot see the record. The only current way to work ...
Guest over 5 years ago in CRM App 0