The filters on reports are good. We should have an option that when a users clicks on a report they enter a prompt (filter) that will then filter the report for them. There might be a report that I may only want to filter to specific account manag...
Option to search by customer account name and not just by customer account ID for Target Ledger
When quoting and searching for a target sales ledger a customer would find it useful to be able to search by the company name rather than the sales ledger ID.
It would be good if conditional formatting could be applied to reports. For instance you might have a report of all customers and then you can choose to highlight just those customers where the account manager is Joe Bloggs. The user could be give...
Ability to tag multiple Divisions or Companies in Activity
When adding activity regarding multiple contacts under a specific Division , it would be beneficial to be able to tag or duplicate this activity in each specific Divisions records. Example: " I met with Chief Smith from Newark, Chief Wills from Be...
A customer who uses Unleashed would find it useful to see the purchase history within the CRM regarding product purchases from suppliers. The customer would like to see when the products were purchased and when the products are due in stock.
Filtering Document Templates by User Dictionary Permissions
The basic idea is to be able to set document templates so that certain users/groups cannot see and use them. This would be helpful within the CRM as it means that only the relevant teams have access to certain documentation, like only the sales te...
A duplicate Division is created in the CRM when a devision is added to a sales ledger to the division on sage.it usually across when a customer creates the division on the CRM and the sales ledger on sage without assigning them which caused the im...
Guest
about 4 years ago
in CRM App
0
Already exists
Provide Link to Sales Order in CRM from Sales Transactions
In the sales transaction page a customer would find it useful to be able to have a link to the CRM sales order record that the transaction links to. You can then look back at this order.
Guest
about 4 years ago
in CRM App
0
Good idea awaiting more votes
0
0
