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Magic Matrix Summary

When filtering on a category and product/account manager, it would be really useful to see a summary of the total number of customers and a breakdown in the count of statuses e.g.: 100 customers, 60 Unaware, 20 Aware, 5 Opportunities, 15 bought.
Guest 4 months ago in CRM App 0

Make Fields Required pending on pipeline status

Setting fields to required (compulsory) is a good feature but it could offer more benefits by expanding this functionallity to capture information at a later stage in the pipeline that you wouldn't have before a quote is confirmed.If you could spe...
Guest 4 months ago in CRM App 0

Have a default value for required fields so you don't need to fill it in

Most record types, like Opportunity, have system required fields like 'Size'. These have to have a value but for some Customers these fields aren't needed for their processes. Now that we have the default value, it would be great to have an option...
Guest 4 months ago in CRM App 1

Export relationships from related tab

When looking at the related tab there is no way to export the related list to excel without building a report on relationships and filtering this down as expected. It stream line the process of reviewing these relationships is our users were easil...
Guest 5 months ago in CRM App 0

More detail in Access CRM Notification alert email

Please can more detail be added to the Access CRM Notification alert email ?For example it would be ideal to see what form the submission is from so you don't need to look at it straight away if it is just a mailing list subscription.Some basic de...
Guest 5 months ago in CRM App 0

Save Quote Lines to Excel Permission

The save to excel permission is global in the CRM - Saving quote lines to excel is something that should be allowed by default to assist in the quick creation of quotes but I can see why exporting data from reports should be restricted seperately....
Guest 5 months ago in CRM App 0

Bulk Create Tasks

The new Task Functionallity is really good but it would be great to use this to define tasks for salespeople from a report, eg get a list of companies within a radius of a postcode or decreasing turnover, select them with a checkbox and create mul...
Guest 5 months ago in CRM App 0

Support for currencies with 3 decimal places

There are currencies that use 3 decimal places (eg: Bahraini dinar), the value column on a quote line will always round the value to 2 decimal places and the total of the quote will too. This is essentially showing the incorrect value for these li...
Guest 6 months ago in CRM App 0

Update Access Dimensions Sort Key Product Filter text to clarify it only affects Price records

Currently the system option for "Access Dimensions Sort Key Product Filter" does not mention that this will only have an impact on price records, and transactions for price records, and will not affect stock items or stock item related transaction...
Guest 6 months ago in CRM App 0

Margin Approval Check Before Confirming Quote

The current Margin approval system is good to prevent users from confirming orders below a predefined margin % but it requires the intervention of an administrator at point of order confirmation. If the margin approval system could be combined wit...
Guest 6 months ago in CRM App 0