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Should be able to add a company without a contact

Should be able to add a company without a direct contact - might only have receptions email. Companies should be able to have their own email and no contact
Guest over 1 year ago in CRM App 0

Allow Group Title Font Size and Position in Quotes

Quotes allow you to group items together, but the group titles are small and on the first line of the quote table. The 'Group Title' we output isn't a specific element that Word can understand or interpret as a group title. Word has no concept of ...
Guest over 1 year ago in CRM App 0

Add default Enquiry form in the Global Create menu

We have had a customer feedback that it would be useful for users of the crm to be able to log an enquiry via the global create menu and be able to select a form to use as default. This would let them add the custom fields they have selected withi...
Guest over 1 year ago in CRM App 0

Filtering Price List when creating new customer account

We have a feedback from a customer informing that it will be a great function to be able to filter out Price list in the Sales Ledger creation when typing the letters instead of manually selecting the preferred options from the dropdown.
Guest over 1 year ago in CRM App 0

Send Company Name, Address, phone etc to Opera

In version 6, if a user updated a field like Company Name, Phone Number or any line of the address. Prompt would appear allowing the user to push that update through to Opera.
Guest over 1 year ago in CRM App 1

Allow Documents to be uploaded via quote to work flow approval screen

Customer may need explicit written permission from a customer when processing orders, in the cases of dealing with government bodies they may need this for traceability in order to show who and why a specific order was generated. Currently, the ap...
Guest over 1 year ago in CRM App 1

Give Users the ability to adjust the number of decimal places in the Totals quote table

We already allow customers to choose to what decimal place values on the quoteline in a document template show. It would be useful if this functionality was expanded across all the quote tables
Guest over 1 year ago in CRM App 0

Order confirmation email only to be sent out for quotes confirmed to orders

The convert to order or quotation system setting can now be configured to use select on a per-quote basis if that quote should be confirmed as an order in their accounting system or a quote. When converting a quote at confirmation, the customer ma...
Guest over 1 year ago in CRM App 0

Support/toggle non ADEZ tax codes in Exchequer integration

Exchequer will only apply the tax rate from the parent customer account if it is using taxcode A, D, E or Z, otherwise the transaction line will use the stock VAT code. CRM will always use the ledger's taxcode when creating a quote. As such, we wa...
Guest over 1 year ago in CRM App 0

Suggest target currency when changing operating company

Currently when attemtping to change operating company of a quote, it will error if the current currency does not exist under the target opco. To enhance this we could use a modal pop-up to inform the user that the current currency does not exist u...
Guest over 1 year ago in CRM App 0