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Full Company Name display on Magic Matrix page

This will be a significant feature if implemented as it can help the Users to easily view the Companies' names on the page without having to hover over the list. For the Company Groups that have sub-branches with the same name at the front, this f...
Guest 10 months ago in CRM App 3 Shipped

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 about 4 years ago in CRM App 0 Shipped

Flagged up selling below cost

At order entry flag up any items sold below cost price.
Guest over 2 years ago in CRM App 2 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 about 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

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 over 5 years ago in CRM App 0 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 almost 5 years ago in CRM App 2 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 almost 6 years ago in CRM App 1 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 about 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