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...
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...
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...
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
SmartPhone/ tablet UI to show number and email easier
Phone UI to show number and email easier - some feedback from recent NPS is calling people from the Phone UI is fiddly. I'd say there is a good chance the most common reason users login to prospect on their phone is to contact someone. Making phon...
we have recently been forced to switch to the webstie version which is way over complified for what we need to use it for. we are currently looking for another company to use due to the issues that switching over has caused us.
You can download emails that are attached to CRM by Save to CRM function, but you can't download email chains that have been sent directly from the CRM. It would help for other members of the business to pick up emails if needed.
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