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CRM App

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Add the ability to re-add components to the UI

Currently if a component field is removed from the UI, the only way to get this back is to restore the previous layout, as adding the regular field back in will not restore the component functionality. We should add some handling to be able to re-...
Guest about 1 year ago in CRM App 0

Allow Based On field to be removed if not used when creating Sales Ledgers

I think it's a great field but if it's not used if your customers are all different then it can be slightly annoying. It also automatically opens every time you open the creation dialog which is just an extra step to click out of it.
Guest about 1 year ago in CRM App 0

Keep me logged in / manage the timeout

Would be great if there was a 'Keep me Logged in' tickbox if you are using third party login's or have a way of choosing when you get logged out like for the Prospect login.
Guest about 1 year ago in CRM App 0

Be able to see what Template a quote was made from

Would make sense to be able to see if a Quote was generated using a template quote (based on) you could then compare the two and check estimates etc. Would also just be good if you needed to find the template and make adjustments etc.
Guest about 1 year ago in CRM App 1

Restrict User Access by Company Type

By allowing users to only see Companies with certain Company Types, it allows some users who only manage Prospects to only see them. While also being able to stop users from seeing Supplier Information
Guest about 1 year ago in CRM App 4 Unlikely to implement

Opportunity / Problem Pipelines - Have option to auto assign to specific or group of users

If you are using Pipelines as a workflow, especially with problems, when you reach certain stages you may wish it to be auto assigned to a specific user or pick from a group of users based on how many tasks they have. e.g. Passed to Accounts ->...
Guest about 1 year ago in CRM App 0

Add report to left Menu Bar for Quick Access

To speed running some common reports, being able to add them direct to the left hand menu bar would be handy.
Guest about 1 year ago in CRM App 1

Suggest parent on contact creation based on domain/existing emails

When creating a contact in your workspace, the CRM will suggest parents for the records that you have previously visited. We could improve this by suggesting a parent that matches the domain of the email address that has been added to the new cont...
Guest about 1 year ago in CRM App 0

Insert quote table (totals) into quote table (Lines)

The current formatting of the quote tables and totals does not allow you to insert the totals into your existing quote table. This look unprofessional and untidy to allow our users to connect or insert the totals into the main quote table would al...
Guest about 1 year ago in CRM App 0

Save enquiry form as a template

Currently, if our users would like to create a second enquiry form that shares fields with an existing form they would need to rebuild this new form from scratch. Allowing our users to create a template enquiry form would allow them to easily crea...
Guest about 1 year ago in CRM App 0