When adding a product to a quote, there may be certain things that a sales person would need to check. It would be useful for our users if we could present them with a pop-up that the sales person can use to confirm that they are adding the right ...
Manage Recalls for Multiple Timezones in one Profile
Some profiles have users in more than one timezone and when you set a recall the times get muddled. If someone in Malaysia (GMT+8), for example, sets us a recall for 09/08/23 and doesn't specific a time then it will come through to UK users as 08/...
Configure horizontal alignment when populating quote tables.
Currently, we override any table settings for the alightment of text in the cells when populating a table in Word, however we only allow setting the vertical alightment (Top, Middle, Bottom), rather than the horizontal alightment (Left, Centre, Ri...
Limit email template dropdown to show certain templates to specific user groups
Give the ability within the CRM to only allow specific user groups or dictionaries to select templates relevent to them in the email template menu. (eg, marketing can only view marketing templates)
Allow for different translations on standard document text
At the moment, if you change the standard document text in a foreign language, this doesn't change the data that the merge fields prevent. Ideally this should render data depending on the language you are using but if not, the different translatio...
Customer wants to make sure that no quotes with zero value is being confirmed on CRM and would like the system to flag the user so they can either approved or cancel the quote made.
Set default email template for use on the 'send' button on quotes.
We have had feedback from a customer about this. At the moment, when you click this button, it uses the default email template, it would be useful if you could set a separate default template for this
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