In CRM v6, when you updated the unit price of a product on a quote line (e.g. reduce the price), the discount field was automatically updated to reflect the % that the item has been reduced by. This value can then be output to a quote table so the...
We should have a field avaliably on contact records, that would link to the enquiry that caused the creation of the contact record. This would allow better traceability of where the contact originated from and any communication that may have been ...
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...
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...
When building a quote with lots of lines and lots of different quote groupings, it would be useful to be able to collapse the quote group so it hides the lines within that quote group.
The status can be changed from from status 1 straight to status 5…. but the activity suggests the opportunity has been through status 1, 2, 3, 4 etc. The status shouldn’t jump over non clicked statuses for the ones we actually click on, for more a...
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.
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