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CRM App

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Add the ability to make the summary field read only

I have has a few requests from customers for the ability to make the summary field something that could be toggled to read only.
Guest almost 6 years ago in CRM App 0

Report filters should allow custom ordering

When a report (ie. a customer created report in the "Shared Reports" section) has saved filters, the creator of the report should have the ability to order the filters. Example, after the report is created the person realises they missed the most ...
Guest almost 6 years ago in CRM App 1

Provide full division name (not truncated) in CRM breadcrumbs

A lot of customer have their division suffixed with a value to help with identifying certain features (branches, zones, delivery options) and when viewing a child of the division the breadcrumb trail truncates the division name making it difficult...
Guest almost 6 years ago in CRM App 1

Make it more apparent when an email address has bounced

If and when an email address bounces in Prospect 365 e.g. an email marketing campaign was sent out through CommuniGator and the email address in the CRM is in fact incorrect, it would be great if the email address field in the CRM could indicate t...
Guest almost 6 years ago in CRM App 0

Multiple Email address's

Within our contact level, we can only add 1 email address, with the nature of our business we can have multiple email address and it would be useful to be able to add them all in to that box.
Guest almost 6 years ago in CRM App 0 Already exists

Allow users to create opportunity from opportunities report on a camapaign

It would simplify the process of creating and linking an opportunity to a campaign activity if there was an option on the opportunities page of the campaign activity to create an opportunity. This could populate the source to be the same as the ty...
Guest about 16 hours ago in CRM App 0

More prominant indicator on quotes/ companies for Sales Ledger closed / onstop / doesn't exist

It would be useful if there was a banner at the top of records (quotes/opportunities/companies) if the sales ledger doesn't exist / is closed / on stop for customers. So that proactive action could be made before realising an issue exists when try...
Guest about 20 hours ago in CRM App 0

Flag or warning when confirming an order which is short of stock

When confirming an order, to have a pop up window/flag that there is a stock shortage. Sometimes we come back to an order after a few weeks and stock levels will have changed. Other than the 'quanity available' field on the quote lines, there's no...
Guest 23 days ago in CRM App 0

Warning icon on product when added to quote

in the same way as the obselete product has a warning triangle could there be a way to use something similar to warn users when adding specific products. There could be many use cases eg long lead time, discontinued product with limited stock, pri...
Guest 25 days ago in CRM App 0

Restrict users from seeing the Growth Engine

In the dashboards you are able to restrict which users see which dashboards, we should be able to restrict users from being able to view the Growth Engine in the same way.
Guest 26 days ago in CRM App 0