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Add system option to turn off sales ledger creation option

With the new sales ledger creation feature that has been brought in, because it may not be the sales team's responsibility to create sales ledgers, for example, customers may not want to have the sales ledger creation feature turned on so that the...
Guest almost 6 years ago in CRM App 0

Option to not show pinned notes in division notepad from child records

When setting pinned notes for a lead or problem, and you have the option to consolidate notes at division level turned on, the note also appears pinned on the division notes. If we could have an option to not show pinned items from children, then ...
Guest almost 6 years ago in CRM App 0

Ability to report on if a contact has a web login or not

From a report it would be useful to be able to view and also filter contacts that do or do not have a web login.
Guest almost 6 years ago in CRM App 0

Order leads and quotes - newest first

Please could I put forward a suggestion for the new Web UI interface. When you search for a person or division/company any quotes or leads seem to be ordered from oldest to newest. In instances where people have multiple quotes open it can take so...
Guest almost 6 years ago in CRM App 0

Enable decimal places for custom fields

When adding fields to templates, you can choose how many decimal places this will show to. However you cannot set this for custom fields, which will show to 4 decimal places. Enable the ability to choose the decimal places for numerical custom fie...
Guest almost 3 years ago in CRM App 0

Postcode Lookup for Delivery Addresses

This will be useful when the main address is different from the delivery address and there are multiple delivery addresses
Guest almost 3 years ago in CRM App 0

The customisation screen for Single Company and companies under a company group are identical

When customising both Single Company records and Companys that exist under a company group, the customisation screen reads 'Customising Company' for both, indicating it is the same layout. However, these actually correspond to two different layout...
Guest almost 3 years ago in CRM App 0

Ability to post an activity against a record without text

Currently, there is a system setting which can be changed to allow users to set a task/follow-up on a record without having to input any text. This is not currently available when simply posting a note against a record. It would be useful to be ab...
Guest almost 3 years ago in CRM App 0

increase custom field drop down option

We currently only have 5 or 6 drop down for custom fields. Can you increase this to 10? Drop down is a good way to remove data inconsistency such as Dan Murphys and Dan Murphy's
Guest almost 3 years ago in CRM App 4

Closing lead also cancels follow up

When a lead is closed as 'dead' lost' etc old P/soft used to cancel to follow up. Now it has to be done manually and often can be missed.
Guest about 3 years ago in CRM App 0