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Option to keep discount/special price when changing quantity

Currently when you change the quantity on a line within the CRM the discount is reset to zero. I think there should be a system option to allow customers to decide whether the discount is reset to zero; or the discount already applied should t...
Guest over 4 years ago in CRM App 3 Good idea awaiting more votes

Add ability to disable the "Use Simple Quote" prompt when creating a quote under an opportunity

When creating a quote directly under an opportunity, the creation modal now shows a prompt to use a "Simple Quote" instead. Not all customers use the Simple Quote feature and do not want their users to have the option to create Simple Quotes. Ther...
Guest 10 months ago in CRM App 2 Unlikely to implement

Ability to filter Other Reports to just 'My Reports'

We have removed the "My Reports" and "Shared Reports" entries in CRM release 81, and now all reports are visible and searchable in the "All Reports" page. If I am looking for one of my personal reports that I created, regardless of whether it is p...
Guest almost 3 years ago in CRM App 1 Likely to implement

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 about 1 year ago in CRM App 3

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 over 1 year ago in CRM App 1

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 about 4 years ago in CRM App 3

Add handling to select only most recent record in a report

It would be useful when reporting on quotes under companies for example, to be able to select to only show the Top/Most Recent record under that company in the same way you can do this in SQL.
Guest 8 months ago in CRM App 1

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 almost 3 years ago in CRM App 1 Investigating

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 about 4 years ago in CRM App 2 Good idea awaiting more votes

Display source enquiry on contact record

We should have a field avaliably on contact records, that would link to the enquiry that caused the creation of the contact record. This would allow better traceability of where the contact originated from and any communication that may have been ...
Guest 6 months ago in CRM App 0