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Support Margin being applied to delivery charge

We do have some customers who are applying a margin to their delivery charges. However, currently we do not support applying a margin on delivery charges. At the moment, we assume that the cost price = sell price of the delivery charge on the quot...
Guest about 1 year ago in CRM App 0

Add Granular User Security Restrictions to CRM

There doesn't seem to be any admin control for granular security in CRM, any CRM user can access anything, although it cand be considered useful information why does every user need to access purchase information for your suppliers, the marketing ...
Guest 11 months ago in CRM App 1

Add ability to disable the "Use Simple Quote" prompt when creating a quote under an opportunity

When creating a quote directly under an opportunity, the creation modal now shows a prompt to use a "Simple Quote" instead. Not all customers use the Simple Quote feature and do not want their users to have the option to create Simple Quotes. Ther...
Guest about 1 year ago in CRM App 2 Unlikely to implement

Allow Task/Recall Date To Be Edited

It would be beneficial to allow users to edit the dates on tasks.recalls they have set instead of having to create a new recall. Recalls that are accidentally set to the wrong date currently can not be changed.
Guest over 4 years ago in CRM App 2 Planned

Auto Refresh for CRM system

All of us get caught out by looking at old data on the CRM System, please can there be an option for the page to always refresh when you bring something to the front of the main window or perform an action to an item. Many people don't realise tha...
Guest 10 months ago in CRM App 0

Group Output Format Settings - Hide Discount Column

It is great that you can hide the discount in the subtotal but please can a switch be added to hide the discount column on a PDF quote
Guest 10 months ago in CRM App 0

Ability to change the Tax Code in a quote for all items in Perform Bulk Action

A customer creates a basket online which I then move to a sales ledger which has no VAT (international customer). There's still VAT applied to the lines which I want to set to the Zero rate for all lines. Rather than going into each line one by on...
Guest almost 4 years ago in CRM App 0

Add handling to select only most recent record in a report

It would be useful when reporting on quotes under companies for example, to be able to select to only show the Top/Most Recent record under that company in the same way you can do this in SQL.
Guest 12 months ago in CRM App 1

Be able to filter out backing fields when exporting reports

When exporting a report that uses a column that consists of other fields (i.e Contact Name including Contact Surname and Forename etc), these backing fields that aren't selected but are used for the selected column are also exported. We should hav...
Guest over 5 years ago in CRM App 2

Rows per page - Allow more than 50 rows

As a user it would be useful to be able to display more than 50 rows per page.
Guest almost 3 years ago in CRM App 1 Unlikely to implement