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CRM App

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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 over 4 years ago in CRM App 1 Already exists

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 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 over 4 years ago in CRM App 1

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

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 over 2 years ago in CRM App 0

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 over 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 over 2 years ago in CRM App 0 Will not implement

Quote/ Order Product search pop-up

On the product search page when creating a quote/ order it would be useful as a user to be able to order the columns on the page so that I can sort the results based on quantity, price etc. As a user it would also be good to be able to select the ...
Guest over 2 years ago in CRM App 0

Tasks on the overview dashboard

On the Overview Dashboard the tasks report should show a list of tasks for all users. Currently the report only shows tasks for the logged in user.
Guest over 2 years ago in CRM App 0

Tooltips for Buttons when you hover /mouseover

If you hover over a button in the CRM e.g. the refresh button, you will not be prompted with a Tooltip advising you what the button does. This would be a very useful aid to someone new using the system and will assist them in their adoption of it.
Guest almost 5 years ago in CRM App 0 Likely to implement