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Export grouped reports in the same format

Currently, if you export grouped reports from the report builder, they don't stay grouped and instead show line by line. It would be good if when exporting a grouped report, it stayed grouped in Excel.
Guest over 3 years ago in CRM App 3

Allow activity log to be updated manually with selected pipeline stages

We have a lot of detailed stages in our pipeline but not all are required. However, when selecting a status, the CRM Activity Log shows all stages in between the starting stage and the updated stage, even when the intermediary stages have not been...
Guest 8 months ago in CRM App 0

Identify first purchase of an item for a customer to report on.

When a customer orders a product for the first line, register this. this would be useful to know so they are able to do marketing or other offers and to be able to filter reporting.
Guest over 1 year ago in CRM App 0

Prevent duplicate Invoicing

We accidentally cancelled an order in CRM v365 that had already been confirmed into our accounting sytem (Opera II). Prior to cancelling, the status was 'Confirmed Order' along with the Opera ADOC reference. When we reinstated the order in the CRM...
Guest over 1 year ago in CRM App 0

Ability to Customise Global Search

A customer would like to be able to customise the fields that are displayed on the global search. Every customer has different requirements on what is displayed on the global search, so the best solution would be to add a customiser for the global...
Guest about 4 years ago in CRM App 3

Allow Enquiry forms to map to custom enquiry fields

Currently on the form you have a small set list of fields you can map to so even if you add a memo field, you don't really have anywhere to put that data on the Enquiry. It would be great to allow the form to map data into custom fields made on th...
Guest 9 months ago in CRM App 2 Already exists

Set Recalls in Bulk from Report / Create calling list

A customer would find it useful to be able to bulk assign recalls off the back of a report. E.g. if you ran a report to see the mailchimp activity and wanted to set a recall for each of the contacts from this activity report to certain users. This...
Guest about 4 years ago in CRM App 0

Prioritise Tasks by colour

Currently the task colour that appears next to a task matches the Company Type. It would be much more useful to have it map to Priority or a new field called importance. Might help organise the Task list for each day and see what is more urgent as...
Guest 9 months ago in CRM App 0

On the dashboard to show the Sales Managers budget so we can track current orders against budget

No description provided
Guest over 3 years ago in CRM App 2 Likely to implement

Option to not pass Extended Description to Dear Inventory

A customer has their product extended description in Dear Inventory and this is imported into the Extended Description, which is then displayed within the quote table as this includes information about the product for the customer. When the order ...
Guest about 3 years ago in CRM App 0 Investigating