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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 almost 3 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 almost 3 years ago in CRM App 1 Already exists

Show time on notes

There is an option for showing 'fuzzy' or actual dates on note entries, but the only way to see the times is to hover over the date. A system option to show the timestamp as well would be useful for records with lots of notes, to see the times on ...
Guest almost 6 years ago in CRM App 2

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 almost 3 years ago in CRM App 0

Enhance the report builder to allow for reports that use the contact level to add to campaign activities.

I think the report builder should be enhanced to allow for reports that deal with the contact records to be able to be added to email marketing campaigns. We have had an example of someone doing a report using the report builder to allow for custo...
Guest almost 6 years ago in CRM App 1 Already exists

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 almost 3 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 almost 3 years ago in CRM App 0

add field sum to report groups

Currently when adding a report group you get a count of lines, it would be useful to have the option of field sum instead of line count.
Guest almost 6 years ago in CRM App 2 Already exists

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 almost 3 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 almost 3 years ago in CRM App 0