Product Suggestions
ADD A NEW IDEA

CRM App

Showing 1257 of 2694

Apply Filters to Graphical Reports in Dashboards

A customer would like to be able to apply filters to the graphical reports within the dashboards. For example you can filter the reports that run behind the graphical reports by clicking 'See more' and applying filters, but this doesn't then updat...
Guest over 4 years ago in CRM App 3

Allows user to view lookuplist

The lookup list table is currently a system table and this is preventing customer from being able to review these lists to see if they are still correct.
Guest over 1 year ago in CRM App 0

Drag and Drop to resequence onto the next page

You are able to drag and drop to resequence certain things like Product Web Groups. This is limited to only within the 50 rows, you can't for example move something from page 1 to be now page 5.
Guest over 1 year ago in CRM App 0

Add Recent Purchase Price to Quote Line Entity

A customer would find it useful to be able to see the recent purchase price of a product on the quote line. At the moment you need to navigate to the recent purchase product search to view this information when quoting. Rather than going to this d...
Guest over 4 years ago in CRM App 2 Good idea awaiting more votes

In document templates - have the ability to set the 'To' recipient to a certain email address

We have a document that is emailed to our workshop after a customer places certain orders. Quite often the sales team member forgets to change the 'To' to an internal email address rather than the customer's and the work doesn't get completed as t...
Guest over 3 years ago in CRM App 1 Investigating

Allow a custom template to be set for internal order confirmations

Some orders require additional details when being processed, and allowing these to be set as part of a custom template that is fired on order confirmation to notify the relevant members of staff would be more efficient. Currently the internal noti...
Guest almost 2 years ago in CRM App 1

Sending and saving emails on a contact to be marked as active engament / or cascade a last activity value

Currently when sending email on a contact, problem, quote or opportunity the last active enagagement field is not updated on the parent company record. I believe that this should be updated as if you are corresponding and sending emails out to a c...
Guest over 1 year ago in CRM App 3

Set a default/template for text fields

some fields such as Quote Memo have the same data inputted each time, so it would be nice to set a default for this which makes sure Users are inputting all the data, it's consistent and it's not forgotten. It'll remove some manual aspects of the ...
Guest about 1 month ago in CRM App 0

More detail in Access CRM Notification alert email

Please can more detail be added to the Access CRM Notification alert email ?For example it would be ideal to see what form the submission is from so you don't need to look at it straight away if it is just a mailing list subscription.Some basic de...
Guest 8 months ago in CRM App 0

Spread opportunity value over multiple months

In cases where an opportunity may be realised over multiple months, it would be good to be able to show that value spread out over x months. Eg. If a $200k opportunity is likely to be won in October with sales spread over 3 months, it would be goo...
Guest 7 months ago in CRM App 0