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Default Account Manager to User Creating Business Contact

A customer would find it useful to have an option to default the account manager to the user who created the business contact if they're listed as an account manager. A lot of the time a account manager will be creating their own prospects and cus...
Guest over 4 years ago in CRM App 0 Shipped

When you've created lots of reports, it would be useful to be able to search for a report by name

Its hard to find reports by scrolling through a long list of tabs on the left. It's even harder when you dont know which group the report has been stored in. So, being able to search for a report (in this report group, or maybe an option to search...
Andrew Ardron over 5 years ago in CRM App 1 Shipped

Add Tool Tip To Report Group Icons

For new and migrating customers, the report group icons on the left side menu can be confusing and would benefit from a tool tip on them to avoid expanding the menu to the text. We do this with other elements of the interface i.e. search results e...
Guest over 4 years ago in CRM App 2 Shipped

Flagged up selling below cost

At order entry flag up any items sold below cost price.
Guest almost 3 years ago in CRM App 2 Shipped

Looks much nicer with Lighter background and rounded borders on dashboard (see video)

https://www.loom.com/share/f0d15d364a4746b8a389ef443c950193 Looks much nicer and cleaner with pretty much the same styling as the main pages I just did this: border: 1px solid rgba(0, 0, 0, 0.1) border-radius: 5px; I think we could also do wit...
Guest almost 6 years ago in CRM App 0 Shipped

Preview of Document/Email Saved in CRM

When you send emails directly from the CRM you can view a preview of it. However, if you save documents/emails in the CRM there is no ability to see a preview. It would be great to have this feature so one could preview the document/email efficien...
Guest about 6 years ago in CRM App 1 Shipped

Unable to add more than 1 Country filter to a Report

A customer has noticed they're unable to filter a Report by more than 1 country using the Report Builder. This is problematic as they need to add in over 100 countries onto the Report, so will have to create separate Reports for just 1 email campa...
Guest about 5 years ago in CRM App 2 Shipped

Multi-Selection Drop Downs

A customer would find it useful to have an option to add a Multi-selection drop down as a custom field. We're already doing this on the filters (see screenshot) but it would be great to have this as a field on a CRM record.
Guest over 5 years ago in CRM App 1 Shipped

Pull Extended Description through to product description in Xero

Within Xero there is no designated field for extended description, it would be handy to have a system option to input the extended description into the product description field within Xero just below the product's name. The extended description i...
Guest over 5 years ago in CRM App 1 Shipped

Add Some Form of Deduping to Basic Data Import

A customer who regularly imports data has to manually check for duplicates, it would be helpful for the basic data import to have some form of de-duping to avoid creating duplicate records. E.g. check for duplicates using the contact's email address.
Guest over 5 years ago in CRM App 1 Shipped