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
about 4 years ago
in CRM App
0
Likely to implement
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.
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 ...
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 ...
A customer would find it useful to be able to add their own colours to the new feature tagging. This could work similar to how a colour is assigned to a company type, so you have access to the colour wheel.
Ability to update VAT rate on a range of quotation lines
VAT Rate Code and Percentage are hard-coded to quote lines when they are created. If the VAT Rate Percentage changes (ie. when a country changes their VAT rate) then there is a need to have the hard-coded VAT percentage updated on a large number o...
0
0
0
