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Include Currency Symbol on Email Quote Templates

At the moment we are not able to show currency symbols in the quote table for email quotes. This should be dynamically added based on the currency of the quote.
Guest over 3 years ago in CRM App 0

Remove currency formatting/summarising on multi-currency report results

If you group and summarise a report based on any data that can be in mutiple currencies (sales transactions, quotes etc) then the total and currency code applied is nonsensical. The concept of summarising and totalling values across reports like t...
Guest over 3 years ago in CRM App 1

Auto Accept Quote Creation screen

This was a system option in version 6 and has added a further click/step in some customers quote creation process as the currency etc will never change
Guest over 3 years ago in CRM App 0

Option to push CRM Quote through to Dear as Quotation

CRM Quotes currently just go through to Dear as Orders. A customer would like to also have an option to push a CFM Quote through to as a Quote within Dear. The reason being is that orders with down payments are completed differently within Dear so...
Guest over 3 years ago in CRM App 0

Email editor - Improvements to the the spacing between GC blocks + Bullet pointing

A customer feels improvements should be made to the the spacing between GC blocks. Feels it's currently inconsistent, either too much or too little. Live preview often looks different from what you see on the editor screen. Same applies to the mar...
Guest over 3 years ago in CRM App 0

Email editor - Add a "Go back" or "Undo" function

A customer has suggested a "go back" or "undo" function would be useful. Currently feel if they make a mistake, it’s often easier to re-create the block
Guest over 3 years ago in CRM App 0

Email editor - Ability to add a thumbnail image of the library blocks

A customer would find it very useful to be able to add a thumbnail image of the library blocks. They would find this helpful as they have several different versions of the same product for different sectors.
Guest over 3 years ago in CRM App 0

Email Editor - Add Library block sort function

A customer would find it useful to have a sort function for library blocks within the email editor - Specifically alphabetically and by date.
Guest over 3 years ago in CRM App 0

Send emails without changing parent to a contact

Currently if you create a record directly against the Company and not under a Contact you are required to change parent of that record to a Contact before you can send the email. If there is no such contact then you are forced to make a Contact be...
Guest over 3 years ago in CRM App 0

"Undo send" button in email

Customers would find it very useful if they have an "undo send" button like other email providers to undo emails sent by accident.
Guest over 3 years ago in CRM App 1