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cc all selected users when sharing an item from CRM

If you select multiple people when sharing an item from crm, the other users don't know that it has been sent to other people. eg a request 'please merge this company', sent to 3 admins and they all get a seperate email and no one knows if another...
Guest about 1 month ago in CRM App 1

Restrict templates by operating company

If you have two operating companies in the CRM, you may have two different templates to use for customers of each Operating company, at the moment, templates are across all contacts/companies in the CRM. There should be an option to select which o...
Guest about 2 months ago in CRM App 0

Update Restricted Dictionary to prevent access to Purchase transactions.

Restricted dictionary prevents users from being able to see cost price, however the users are still able to see Purchase Transactions if you search for companies that have a purchase ledger assigned or if you create a purchase transaction report.
Guest about 2 months ago in CRM App 0

Resize group pane in product group manager

We should add an option to resize the group tree column in the product group manager. Currently, this can get difficult to manage on smaller screens or when you have a complex product group tree with multiple groups and subgroups. Allowing the use...
Guest about 2 months ago in CRM App 0

Restrict users from seeing sales analysis

You are unable to remove the sales analysis page on a company group, remove access for those on a restricted dictionary, or allow for removal of the tab by users.
Guest 2 months ago in CRM App 0

Include display fields as part of "Simple Quote Input" system option

Currently, the “Simple Quote Inputs” option will only affect input fields on quotes and limit the decimal places available, display fields however will not be affected and will continue to show all decimal places. We should add some handling to im...
Guest 2 months ago in CRM App 0

Add email notification of RFM

It would be handy to get an email notification if a customer changes RFM segment. This could be like the ones we already have where it can be weekly, monthly etc. This will allow Users to track more easily when a customer is in decline and help no...
Guest 3 months ago in CRM App 0

CC other recipients when sharing items to multiple people

Please can the share alert include all people selected as recipients in the To: field of the email.When using the share functionality in CRM if you select multiple users then recipients are unaware who the message is sent to and if anyone replies ...
Guest 3 months ago in CRM App 0

Do not set Problem Type 1 to default to Unknown

When creating a problem record, the Problem Type field 1 will default to Unknown (_UNKN_) even if that type has been obsoleted. We should change this so it is not auto-populated with that as a default.
Guest 4 months ago in CRM App 0

Add General Use template

Currently you have to specify a merge entity when creating a document template. This will limit where in the CRM you can use the template, however you might want to create a boilerplate text only template, merging only the sender information and c...
Guest 4 months ago in CRM App 0