I need to be able to log visits against accounts. i.e an Account Manager goes into a customer didn't speak to the DMC but someone else and we need the ability to add notes to the account as there may have been some agreed action points. These woul...
Ability to add quote lines report entity to company level
A customer would like to be able to see the quote lines on a company record rather than just the quote information. By displaying the quote lines on a company record they can save clicks by not having to drill into the quote to view what quote lin...
Customers would find it useful if they were able to change the currency for certain sales reps that for example only deals in euros. This way they can see their accounts / reports / dashboard in euro and not GBP.
When Tender specifications are released by consultants multiple companies require the same quotation but at perhaps different discounts. For every quote that is produced you are increasing the value of the pipeline but actually only one opportunit...
Option to remove extended description from {lines} quote table
A customer would find it useful to have an option to include remove the extended description from the {lines} quote table. Currently it always includes the extended description.
Update the Price Expiry and Order Due Date fields when duplicating a quote
A customer has suggested that when using the duplicate quote feature, it might be better to not copy the Price Expiry and Order Due Date fields as they're likely not going to be the same. perhaps a prompt to set them or just defaulting them as if ...
Increasing & Decreasing Revenue on a month by month comparison
A customer would like the increasing & decreasing revenue report on a month by month comparison for customers rather than last 365 days compared to previous 365 days.
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