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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 3 months 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 4 months 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 4 months ago in CRM App 0

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 4 months 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 4 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 4 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 5 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 5 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 5 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 6 months ago in CRM App 0