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Pinned documents on dropdown to allow you to scroll through it

Currently, if you pin a lot of documents to a record, it is possible that this list extends to be longer than your screen space allows for. Allowing customers to be able to scroll through this list would give them the ability to pin more documents...
Guest 11 months ago in CRM App 0

Ability to change the default activity type in CRM

Customer will find it useful to be able to change the default activity type set in their workspace as not everyone uses General Note and might have their own activity type that is used as a default.
Guest 12 months ago in CRM App 0

Rename "favourite filters" to "pinned filters"

When favouriting a filter, all this does is pin the filters menu to always open when the report is loaded, whether as a report or an embedded report on a page. This isn’t very clear as to what “favouriting” a filter actually does, and there is no ...
Guest 12 months ago in CRM App 0 Investigating

Allow attachments for automatic emails

Emails sent automatically like the Order Confirmation emails don't include the template attachments or signatures. This would be a great addition just to make emails more consistent for marketing purposes as well as giving them a more personal touch.
Guest about 1 year ago in CRM App 0

Create opportunity with no parent when territory restrictions are in place

Customers may wish to create opportunity records in their workspace without a parent if these are opportunities for new customers, and they would like to determine interest and if the customer is somebody who would qualify for their sales. They ca...
Guest about 1 year ago in CRM App 1

Be able to lock Account Managers

It would be useful if there was an extra restriction where you could stop all non-admins from being able to change Company's account manager. Having a User completely restricted as we have now sometimes doesn't work as it's really harsh but if you...
Guest about 1 year ago in CRM App 0

Add image(s) as a general note under a company

During client visits we have photos of clients delivery location or showroom we wish to note down for future reference. Also can upload Xmas photos we have with clients so we can recall later. Images speaks a thousand words.
Guest about 1 year ago in CRM App 0

Allow the data import to perform Upserts

Currently the CRM data importer will only perform inserts with the data in the spreadsheet, if these rows already exist (IE product pricing), it will error and crash the import, preventing any other rows from being created. We could enhance this b...
Guest about 1 year ago in CRM App 0

Add path to notepad entry on a task when building reports from problems/opportunites

Currently, in the CRM if you build a report on 'Task' you are able to see the notepad entry for that specific task. If you start the report on the problem/opportunity entry, you are not able to get to the notepad details for the task that has been...
Guest about 1 year ago in CRM App 0

List all Products with Basic Search enabled if no search is performed

If you have Basic Search enabled, opening the default "Item Search" shows no results due to a limitation of how the search technology works. It would be useful if this search could show all products by default if you do not perform a search.
Guest about 1 year ago in CRM App 0