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CRM App

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System option to Automatically Create Equipment Items when sold

It would be great to have a system option that enabled automatic creation of equipment items when the opportunity/quote is marked as sold. It would seem sensible for the equipment item to be created if a certain opportunity type is selected, as no...
Guest almost 5 years ago in CRM App 1 Already exists

Put Notes from Unleashed Memo to Internal Notes by Default

Customers who use Unleashed tend to have their website product descriptions within the memo field in Unleashed. These website product descriptions will have HTML so can be very long, which can cause issues when confirming orders. Therefore, it wou...
Guest almost 5 years ago in CRM App 1 Already exists

Time Inactive Users Out on CRM after a defined length of Time

Unless the user remembers to close the browser, if they login to CRM on a machine that is not there own, there is no time out. If the user could be auto disconnected after a period of time, some protection would be offered.
Guest almost 5 years ago in CRM App 0 Already exists

Part Number Searching

Similar to https://prospect365-ideas.ideas.aha.io/ideas/SPA-I-483, there is a need to allow for searching the middle or last part of a product code from the universal search and when adding product to a quote/order. An example of this is search...
Guest almost 5 years ago in CRM App 1 Already exists

Add feature to prevent available stock being increased when a purchase order is made with a due date in the past

A customer has noticed that if purchase order due dates are set in the past, or the date it is placed, then available stock increases for the products on the PO. They would like a feature implemented that prevents available stock being increased i...
Guest almost 5 years ago in CRM App 0 Already exists

Default Quote Pipeline

It would be useful to set a default quote pipeline for all quote records, so the user doesn't have to manually select the required pipeline.
Guest about 5 years ago in CRM App 0 Already exists

Add search to the documents tab

It would be useful to add a search feature to the documents tab to allow user to filter the documents
Guest about 5 years ago in CRM App 0 Already exists

Improvement to UX when building a Quote with many lines

When you've got a Quote that already has a large number of lines on it, if you close that record and reopen at another time, to be able to add a new line to the Quote you have to scroll down to the last line added to make use of the quick search f...
Guest over 5 years ago in CRM App 0 Already exists

Remove Mail Merge Documents from Activity Section

A customer who regularly uses CommuniGator would like the option to be able to remove the mail merge document record from the activity section. They find that the mail merge document can clutter the activity section which could contain important n...
Guest over 5 years ago in CRM App 0 Already exists

Show Unleashed Delivery Addresses within Sales Ledger Record

The new unleashed integration imports the delivery addresses to the CRM & when quoting you can select an alternative delivery address. However, if you go to the sales ledger that has these associated delivery addresses they are not listed anyw...
Guest over 5 years ago in CRM App 0 Already exists