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Have release notes be emailed to customers

Might be useful for Key Users or have an opt-in scheme to have the new release notes be emailed to customers or have a better way of informing users of upcoming changes. The notification that comes up in the '?' is small and usually overlooked and...
Guest about 3 years ago in CRM App 0

bulk update task dates,

bulk update task dates,
Guest over 1 year ago in CRM App 2 Planned

Data Importer matches based on translations

At the moment, if you have different translations for values in a custom dropdown eg a french word for a dropdown value. The data importer will not work unless the english(gb) version of this dropdown item is entered, even if the importer spreadsh...
Guest over 1 year ago in CRM App 0

Allow customisation of Country field

The CRM and ERP software use different variations of country names. i.e. United States of America vs United States, United Kingdom vs UK. Customisation would allow these addresses to match what is in the ERP.
Guest over 1 year ago in CRM App 0

Display Memo Notes from Opera on a Sales Ledger

A customer would like to see the memo notes from Opera on a sales ledger within the CRM.
Guest almost 5 years ago in CRM App 0

Problem Types for specific departments only.

We really would like to be able to have problem types by specific departments in our team. For example, if we select problem type 1 to be Accounts then I would like only the people who are involved with accounts to see these. It would be nice to b...
Guest over 1 year ago in CRM App 0

Filter summary field for groups in report builder functionality

A customer would like in the report builder to be able to add a filter for the summary field for groups. For example they could add a filter to only show divisions that have a total purchase value of a specific range.
Guest about 5 years ago in CRM App 0

Move contract to new parent

At the moment you can't change the parent of a contract.
Guest over 3 years ago in CRM App 0

Allow Admins to access Private Reports for Unlicensed Users

If a user leaves a company and their access is removed, any private reports they use are no longer accessible. When making a user unlicensed, there should be an option to move these reports to a new user or make them public.
Guest over 1 year ago in CRM App 0

Permissions to upload and delete from the Library

A customer has made the suggestion that the CRM should have an option to manage who can upload and delete from the library. Only a select amount of users should be able to manage the library to avoid any confusion or mistakes with deleting documen...
Guest over 3 years ago in CRM App 0