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Sequence Report Order in the Shared Report Areas

A customer would find it useful to be able to sequence the report order within the shared report areas so the most frequently used reports appear at the top.
Guest about 5 years ago in CRM App 1 Shipped

Include Documents in Activity Group at Company Level

Would be really useful if activity summary at company level would also show you the documents as well.(there is a bug for this as well) SPABUG-I-2076
Guest over 4 years ago in CRM App 1 Shipped

Display Price Levels on Product Record

A customer would find it useful to show the different price levels on a product record. For example in Unleashed you can have different price tiers for a customer, one might be for wholesale customers and one might be for other customers. Therefor...
Guest about 4 years ago in CRM App 4 Shipped

Associate specific Guttometer Values to Lead Status so it changes automatically through the pipeline

A customer would find it useful to be able to set a default guttometer value for each stage within the sales pipeline. For example a lead status of pushing to close may have a higher guttometer value than qualified. This would avoid the user havin...
Guest over 5 years ago in CRM App 1 Shipped

Create and X But not Y report specifcally for Product Catogories

The current X but not Y focuses on Product codes. Some customers have said it would be useful to havethe same report but where you can see what product catogories customers are buying and also what they are not buying.
Guest over 3 years ago in CRM App 1 Shipped

Integrate to CIN7 Sales Rep to Account Manager

A CIN7 customer would find it useful for our CRM to integrate to the CIN7 sales rep to account manager field within the CRM when new customer accounts are created from CIN7 into the CRM.
Guest almost 4 years ago in CRM App 1 Shipped

Internal Order notification email

We come across several potential customers who currently use the Sales Team as order processors - ie: once an order arrives, they then process it into a delivery note & perhaps invoice. The problem is, that if they are taking orders by phone, ...
Stuart McLaren over 5 years ago in CRM App 1 Shipped

Rename files when updating Library files

When updating a file in the CRM File library, it will allow you to update the description, but it will still use the existing FileName from when it was first created. This means if you have 'PriceList 2021', and you update this with a file called ...
Guest about 3 years ago in CRM App 0 Shipped

Merge Description and Extended Description in Quote Tables

The way extended descriptions on quote tables display in Prospect 365 is that they are on a separate row in the table to the other columns, however this isn't the most customer friendly way of displaying the Extended Description information. I thi...
Guest over 5 years ago in CRM App 1 Shipped

Report Entity to Show Product Price Tiers

A customer would find it useful to have a report that shows the product SKU, description, total available and the different price tiers. Therefore, when a prospect calls in for a price they can quickly find this and provide it over the phone.
Guest about 4 years ago in CRM App 2 Shipped