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Stock By Warehouse negative values to display as Zero option

Can we have the Stock By Warehouse data in the slideover pane to display a zero if the stock available is a negative. This will help when customers pull stock from alternate warehouses instead their default one.
Guest over 5 years ago in CRM App 0

Setting VAT defaults based on the country in the division address as opposed to the sales ledger

A customer has requested the ability to have VAT defaults appear, based on the division level country as opposed to relying on sales ledger. The reason why the customer would like this to be done is they will sometimes quote for customers that do ...
Guest over 5 years ago in CRM App 0

Drag documents in to replace existing documents on a record

Whilst it is possible to edit a document within Prospect it is not possible to replace it with a new copy. Users might edit a copy of a document that is saved in Prospect and then want to replace it with another version they have been working o...
Guest over 5 years ago in CRM App 0

Drag & drop grouped items below ungrouped items

To allow ungrouped item(s) to be arranged before the grouped items. Right now all individual items get moved below the grouped items, and a customer would like to rearrange the order so it makes more sense for their customers.
Guest over 5 years ago in CRM App 0

Clearer visibility of contact having unsubscribed

When a contact has their email flag set to no it's email marketing or other contact it's not easy to see at a glance if a user has unsubscribed. To determine this a user would need to look at recent campaigns to see if the contact unsubscribed. ...
Guest over 5 years ago in CRM App 0

Delivery Address max length validation

The delivery address lines should be dynamically validated based on the accounting system. Such that the Delivery address name for Exchequer should be validated to 75 characters but Xero is 100.Currently if the row is too big, it stops the order g...
Guest over 5 years ago in CRM App 0

Reduce Space for News Section on Dashboard

A customer would like to reduce the space taken up by the News section on the main CRM dashboard screen. The additional space should then be used for further reporting information.
Guest over 5 years ago in CRM App 1

Update Division sales ledger UI

It's currently not particularly obvious how you use this screen. It may be better to have a grouped report by operating company where each row has a button to make it the default instead of having to add the row, then change it in a dropdown.
Guest over 5 years ago in CRM App 0

Ability to only allow 1 entry for 1 specific product on quote lines

It would be great to have some settings where you only allow one entry line for one specific product on the quote. This means duplicates won't occur for that specific product and the user will ensure to put the correct quantity on the one order en...
Guest over 5 years ago in CRM App 2

Table of Project Requirements for an Email

Izzy, Paul & I have discussed rebranding/changing the style of the Add-on Sales Order Confirmation email. I can easily design this in CommuniGator then send the HTML over for someone to use (I've shown them an example of others I've done which...
Guest over 5 years ago in CRM App 0