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CRM App

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Add document ID in the activity feed

Add the document ID alongside doc title & preview in the activity feed. Easier to distinguish when doing multiple document uploads.
Guest almost 4 years ago in CRM App 0

Record when the share tool is used

Customers would like to be able to record the record that has been shared, who it had been shared with and what had been said in the share box.
Guest almost 4 years ago in CRM App 1 Good idea awaiting more votes

Colour Code the Confirm and Cancel buttons on the quote page, or separate them into different areas

Currently the Confirm and Cancel buttons on the quote page are side by side. We have had a number of sales staff that have accidently hit the Cancel tab when they wanted to confirm the quote. My suggestion is to make the Confirm tab a bold green a...
Guest almost 2 years ago in CRM App 0

Show delivery address dropdown by name

As a user if a company has multiple delivery addresses when I have created a quote and I want to select a delivery address it would be useful if the list of delivery addresses displayed the name that has been specified for the addresses. At the mo...
Guest about 2 years ago in CRM App 0

Add Equipment to Change Parent

A customer will find it easier and useful to be able to change the equipment item that the problem was logged underneath. At the moment they are only able to relate another equipment item to the problem, or recreate the problem under the desire eq...
Guest about 4 years ago in CRM App 0

Hide cancel order button

Unable to hide just the cancel button. Hiding the quote status will stop users from cancelling quotes but it will also stop them from confirming them. A customer has requested functionality to allow quotes to be confirmed without them being able t...
Guest about 4 years ago in CRM App 1 Already exists

Create a quote from a product page

When on a product page, it would be good if a user could create a quote from the product page and the quote would include the product.
Guest about 2 years ago in CRM App 0

Ability to save emails directly to Contract records using SaveToCRM

For customers that use Contract records, it would be beneficial to be able to save emails directly to these records using in the SaveToCRM.
Guest about 4 years ago in CRM App 1

Set billing address on quote/ sales order

When creating a new quote/ sales order it would be useful as a user to be able to set the billing address. This should work in the same way that the shipping address can be set. A user should be able to select from one of the available addresses f...
Guest about 2 years ago in CRM App 0

Create records without the pop-up page

When creating a record such as opportunity, problem, quote or sales order you first get a pop-up page to fill out the details of the record. These details are also present on the record that is created. As a user it would be useful to be just pres...
Guest about 2 years ago in CRM App 0 Will not implement