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Add Documents against a Product

Drag and drop adding of documents (PDF for example) against a product rather than having to link from the Library
Guest 10 months ago in CRM App 0

Goals for sales reps

There could be multiple points of contacts at a company, which may cause any one of multiple sales people to confirm an order. At the moment, this will be attributed to the account manager's figures in the Goals dashboard. Allowing goals to be set...
Guest 10 months ago in CRM App 0

System option to make delivery charge mandatory

Some of our customers require a delivery charge on their orders. This could easily be missed by their sales team. Having an option to mark this as required and prevent any orders being confirmed without a delivery charge would help to prevent this...
Guest 10 months ago in CRM App 0

Allow chaser emails to send on certain criteria

If you have loads of quotes some of them are more important they get chased than others etc so I can see it being a useful tool to only send chasers if the quote value is over X amount or perhaps determining which Automation Flow gets trigger depe...
Guest 10 months ago in CRM App 1

Add mapping for custom drop down fields in Enquiry mapping

Currently, you are not able to add a mapping for custom drop down fields in 'Custom Enquiry Field Mappings' setting. This would be a great enhancement to make, as it will give our customer more flexibility on their enquiry forms to be able to use ...
Guest 10 months ago in CRM App 0

Optimize Collection Filter reports

Certain stock reports such as "Customers who have not bought X" time out when there are too many Sales Transactions for the collection filters.
Guest 10 months ago in CRM App 0

Allow bulk updating of Source Activity in the bulk update tool

Currently you cannot bulk update source activity due to the specific handling around activities and source fields on a record. We should add some handling for this so that when you select to bulk update the source field, if the source you set allo...
Guest 11 months ago in CRM App 0

Add Source Activity to Opportunity Import

Would be beneficial to work the import like all the other records and choose which fields you'd like to set. This would also include the Source Activity.
Guest 11 months ago in CRM App 0

Duplicate a Quote should no longer duplicate old dates

Currently when duplicating a Quote, we will directly copy dates over such as Quote Date, this doesn't make too much sense if you are then looking to use the new quote as then the dates are wrong and you have to change this.
Guest 11 months ago in CRM App 0

Have the Quote Automation Flows start on a certain pipeline status change

The new Quote chasing Automation Flows are great but sometimes Users will send the quote via outlook or the phone etc. The manual starting button is great but can easily be missed etc. An enchantment would be to allow the Automation to also be set...
Guest 11 months ago in CRM App 1