Remove the time from being displayed on exported Date Fields
The Date Fields such as Problem Created field are now exporting to Excel showing the Date and Time. Whereas before v89 the cells would contain the Date and Time data but only display the Date.
It would make it easier for sales reps to quickly process sales orders by being able to filter the product searching by product category, and to be able to see enlarged product images in the searching.
As a user if I am setting upsell products it would be useful to be able to see products where an upsell has been added so that I can focus on the remaining products that need to have an upsell product added. At the moment the option is to add a cu...
Include Product Code or Full Product Description within Upsell Window
A customer would find it useful to include the product code or the full product description within the upsell window. For example if you have multiple products that start with the same product description but differentiate in size or colour you so...
Functionality for the RecentHistory report for quote line records to include recent history of both the division and invoice account sales ledgers
Currently the RecentHistory report on quote line records only includes the recent sales history from the division record. Some users have different sales ledgers set up in their accounting system, and would like the recent sales history of the inv...
Re-position further down 'Ensure they've Opted In' on Campaign Activity Filter Option
I noticed this immediately when this change went live as I use this area of the CRM fairly often, and a couple of customers have noticed this/experienced the below issue with this.
Since the option 'Ensure they're opted in' has been added to th...
It would be useful to have tooltips for the more complex fields/calculations within the CRM, such as stock calculations to explain to the users what the figure shown is calculated on. This will help users of the CRM but also reduce support/custome...
Add the ‘trash’ icon to quickly delete a document as per the quote lines. This will be less clicks compared to using the bulk update facility for one line.
We should add a button in the CRM report builder to allow people to copy to the clipboard the oData query that report is currently running. This is useful doing things such as creating power BI reports or other API related tasks.
Some customers would find it useful to see user activity (such as who has/hasn't logged into the CRM etc). We could look at adding a subscription (additional to user subscription) for our customers to receive a user activity report once a week by ...
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