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Restrictions on opportunites/pipline

Certains opportunites could be raised under an NDA that not all user should be able to view them. If we could set a restriction on a pipeline so that only specific users could see these opportunities this would help to keep this information more s...
Guest 9 months ago in CRM App 0

Read only permissions set per report

Reports are being shared by multiple users and it is possible that a user would make a change to a report and save it overwriring what the original report was intended to show. Allow users to be able to share reports with everybody, but select who...
Guest 9 months ago in CRM App 0

Email Notification for failed enquiry from submission

Allow customers to have an email/alert of when an enquiry form was attempted to be submitted but failed would allow our customer better transparency on if there is anybody who might be struggling to get hold of them
Guest 9 months ago in CRM App 1

Support Tax Inclusive Sales Orders

Cin7 omni has support for Tax Inclusive Sales Orders, so we should be able to send these Cin7 when quotes are confirmed in the CRM.
Guest 9 months ago in CRM App 0

Admin Approval on Quote Before Confirmation

Orders for bespoke items, large order, or discounts applied on a quote may need to be reviewed by an Admin/Management before they are confirmed. This would help our user to ensure that there are no errors on the quote and that the pricing offered ...
Guest 9 months ago in CRM App 1 Already exists

Add a 'show more' to user activity

Currently within the User profile and then Activity tab it will only show a snapshot of data. If the user is particularly active this might only span a couple of days worth. It would be nice to have the option to 'load more' or have control over h...
Guest 10 months ago in CRM App 0

Deadletter email report/area

If you use the automatic forwarding to CRM inbox then there isn't a way to see any emails that weren't saved. It would be ideal if there was a list or report which showed the time and email address for an email that wasn't able to be saved to a re...
Guest 10 months ago in CRM App 0

Cancel Quote to cancel opportunity

For the Simple Quotes, if you press the cancel button it won't then cancel the Opportunity which means it will still show on the 'Open Opportunities' tile on the dashboard. If the record is a Simple Quote then cancelling the quote should also canc...
Guest 10 months ago in CRM App 0

Add a report/cube for Customers who have bought X but not Y for magic matrix categories

Currently we have a "Customers who have bought x but not Y" report for products, allowing them to quickly and dynamically check which customers have bought certain products but not others. There is no standard report for this that makes use of Mag...
Guest 10 months ago in CRM App 0

Option to mark address as require on a company record

With new members of staff particularly those who are customer facing, where they do not know better, records are being created and left incomplete, therefore it is diluting our database with records which are unusable when trying to do campaigns e...
Guest 10 months ago in CRM App 0