Template - Send Preview Email include CRM users in allowed recipients
When testing a new email template if you want to send a preview email, the only recipients available are contact within the crm, please can users be added to the list you can send preview emails to, so you don't have to add internal contacts in th...
Have a way to report on sub-Quotes and simple Quotes
Currently both sub-quotes and simple quotes show when reporting on opportunities but sometimes it would be good to just see your opportunities (not simple quotes). For reporting it would just help visibility if there was a field to differentiate. ...
Adding quote line with keyboard should move through fields left to right
Currently, if you add a product item to a quote (Not using multi-line order entry) you can search for the product and then press enter/tab to add it to the quote. The text cursor will go straight to the quantity field. Pressing tab to move to the ...
Weekly Summary Emails - Change Scheduled Day / Time
Users have the opportunity to turn off Weekly Summary emails but they seem currently set to be delivered on a non working day - please can there be an option to define when these alerts are sent out either a company policy or a per user setting
Users would like to use the standard company templates but be able to personalise the text to sound more like them, rather than creating loads of templates to suit each user can they have a custom text palette that they can choose from when sendin...
Currently you are not able to bulk update via excel for Company address. This would make it much easier to change addresses in one spreadsheet then upload this like you can for most data
The idea was the CRM could take a product 'ABC123' at a cost price of £3.00 and then add a line into the special pricing matrix so the margin is 10% for this product. Regardless of changes to the cost price, they have a minimum margin percent they...
Log when a user has marked a contact as Left Company
We have recently added a history log on records to show when users created, changed status or deleted records. For contact records specifically, it would be useful to log when a contact has been marked as left company for better auditing.
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