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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...
Guest over 4 years ago in CRM App 0

Show Product Purchase Orders from Unleashed

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.
Guest over 4 years ago in CRM App 1

Able to Download Copy of Invoices

A customer would find it useful to be able to download copies of invoices straight from the CRM. This has been suggested for Unleashed and Xero.
Guest over 4 years ago in CRM App 1

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...
Guest over 4 years ago in CRM App 0

Duplicate Division Created

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 over 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 over 4 years ago in CRM App 0 Good idea awaiting more votes

Company type color to display in reports

When building a report using the Company>Type entity you're unable to include the color assigned to a Company Type. You're able to include the color code but not see the color itself.
Guest over 4 years ago in CRM App 0 Likely to implement

Automatically CC the Account Manager into Emails

A trialist suggested that it would be useful to automatically CC in the account manager into emails when operating on a customer that 'belongs' to another user.
Guest over 4 years ago in CRM App 1

Ability to Change Date Range for Pipeline Section of Sales Manager Dashboard

A customer would find it useful to be able to change the date range of the pipeline section of the sales manager dashboard. Currently this just defaults to showing all open opportunities with an estimated close date of this month. During the last ...
Guest over 4 years ago in CRM App 0

Choosing other delivery addresses at the point of order confirmation, rather than having to search.

When changing the delivery address at the point of order confirmation, choosing to 'Deliver to another Division' then takes you to a database search, where you have to type and search for the Division with the correct delivery address. A customer ...
Guest over 4 years ago in CRM App 0