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CRM App

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Overwrite PDF files

There is no way to overwrite a PDF file, or hard delete one from the CRM. It would be good to be able to remove a PDF by overwriting it with a blank one in the CRM
Guest over 2 years ago in CRM App 0

Manage Attributes in the CRM System setting in 'Integration' category

The system setting 'Manage Attributes in the CRM' is in the 'Integration' Setting category, when it would make more sense to be in the 'Product & Stock' or 'Sites' system setting.
Guest over 2 years ago in CRM App 0

When displaying Date Created in Reports, Display the actual date instead of x days ago

When a problem has a old date, 6 days ago or 12 days ago, is not much use, it would be better to display the actual date.
Guest over 2 years ago in CRM App 1 Already exists

Discount Matrix not visible from Prod Item

In our system, discounts & special pricing are managed by Pegasus Opera. There is no way to generate a report of the Proditem Table that will show the discount matrix ID assigned to that stock code? There are many reasons that this is needed. ...
Guest over 2 years ago in CRM App 0

Deleted records should be readonly

They are deleted so you shouldnt be changing them The delete action should also close the record that you are deleting and not perform any validation (e.g. dont prompt for recalls)
Guest over 5 years ago in CRM App 1

Apply User Dictionaries To Purchases Tab For Suppliers

Could we make the purchases sub-menu under a company (supplier) have different layout depending on user' dictionary? I had a customer who wanted to have manager view the suppliers name however not the sales people. It would be nice if we could cus...
Guest over 2 years ago in CRM App 0

Use 'Contains' when searching for customer account on a company record

Currently, when searching for a customer account on a company record, this uses a 'Starts With' search for speed and efficiency reasons, however this can make it a bit harder to find the records, especially if they were to start with/contain an un...
Guest over 2 years ago in CRM App 0

Ability to manually assign awareness from Magic Matrix

Currently you can manually tag awareness from the company record but not straight from the Magic Matrix. You can only add a company to a campaign activity straight from the Magic Matrix to assign awareness of a Magic Matrix category.
Guest over 2 years ago in CRM App 0

Include an 'Extension Number' field next to phone number.

Saves having to listen to the whole switchboard options every time and also keeps the phone number field tidy.
Guest over 2 years ago in CRM App 0

Ability to Pin the Tasks so they're always visible

in version 6 it was possible to always be able to see your list of tasks (recalls), it use to be pinned to the right hand side. This is not possible in 365, and you have to keep clicking the bell icon to see them. Would be handy if there was an ar...
Guest almost 3 years ago in CRM App 0 Good idea awaiting more votes