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Add Follow-up Section to Pipeline after close

A few customers will use the same opportunity to complete a follow-up once the opportunity is closed. Therefore, it has been won but technically not closed yet. So would be useful to have a follow-up stage after it has been marked as Won for follo...
Guest over 4 years ago in CRM App 0

Default recall user list to list your most used users

People may recall items to themselves or particular users more regularly than others. Why not have a top x listed first, then list all others?
Guest over 4 years ago in CRM App 0

Per-user option to specify default choice of Post vs Recall when replying in Activity

At the moment, when you reply in the Activity details on a problem, for example, the default type is a post. If you're rushing through a list of recalls, this means you may forget to change it to recall and the post is not recalled to anyone's att...
Guest over 4 years ago in CRM App 0 Unlikely to implement

When you change parent on a quote, (from one customer to another) the system automatically updates prices to the new parent's prices without option

If a complex quote has been prepared accidentally on the wrong customer, and so you move it to the correct customer using 'change parent' the prices get changed to the new customer's pricing without option, if you have negotiated / changed lots of...
Guest over 4 years ago in CRM App 0

When a quote is cancelled against an opportunity the value of that quote should be subtracted from the opportunity value

If the quote is cancelled then clearly it is no longer going to make up any part of the opportunity. If it is cancelled and a new quote is added then the value is the total of the two quotes, which is incorrect
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

Add out of office to CRM

It would be useful when setting recalls to know when someone is marked as out off office. Ideally this could be linked to Microsoft Office out of office.
Guest over 4 years ago in CRM App 0

Allow customisation of product search report to hide cost price

Some of our customers have been hiding fields in the customiser such as the cost price. We have recently added the cost price to the product search report which is not customisable.
Arthur Ashdown almost 5 years ago in CRM App 1

Swapping sales analysis graphs to have 'by order' on the left and 'by month' (invoiced) on the right

In a division under sales analysis, it would make more sense to have the graph showing orders first and then invoiced orders second.
Guest almost 5 years ago in CRM App 0

Add task/recall on division

Division shows account information so you can then add relevant notes and follow up on stats from a division record. Good if you just want to check up on this internally as well instead of contacting customer.
Guest almost 5 years ago in CRM App 0

Show the top 5 global currencies at the top of the base currencies list, then alphabetically list after that.

When changing the base currency under the Operating Company section in settings, the list can only hold 50 options, so popular currencies like US dollar are not visible, they must be searched for; but this is not obvious and looks like a bug.
Guest almost 5 years ago in CRM App 0