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Add the ability to resequence products in product groups

In the product item grouping import in the admin portal, users had the ability to control the sequence of items as they are able to do via drag and drop. It would be useful for people with large amounts of products per group to be able to do this ...
Guest over 1 year ago in CRM App 0

Set Default Payment Method on Sales Ledger

It will be useful if customers can set "Default Payment Method" to Stripe on the sales ledger so that each quote under different ledgers will default to the payment method set on the ledger instead of the system settings.
Guest over 1 year ago in CRM App 0

Ability to customise buttons on Stripe Payment

On the Stripe payment screen, it will be useful if customer can edit the buttons to show "Pay Now" or something similar. This will allow them to provide better UX.
Guest over 1 year ago in CRM App 0

Allow setting account managers for both Company Group and Companies

I have a different account manager managing the head office of the company and other account managers managing the individual accounts at the moment you are either able to set account managers on Company Group or Companies.
Guest over 1 year ago in CRM App 0

Attach a problem record to multiple companies

A customer has given feedback that they would find it useful to have a problem record be assigned to multiple companies. For example, the customer and the Courier. This would mean that any notes made on the activity feed of the problem will show u...
Guest over 1 year ago in CRM App 0

Navigation to Service Portal in the CRM

Add a link to the service portal onto the CRM main page, for example via the ? symbol. Currently have to click through via the more resources and very confusing way to access tickets.
Guest over 1 year ago in CRM App 0

Linkable enquiry forms

It would be useful to allow a customer to insert the link to an enquiry form without having to embed it on their site. This would allow them to send out links to enquiry forms in emails etc without having to directly embed it in their site.
Guest over 1 year ago in CRM App 1 Planned

Custom formula fields

Be able to make a field that is a combination of other fields. I.e. custom field 1 * custom field 2 to allow for further reporting ability.
Guest over 1 year ago in CRM App 0

Improve Custom Field Deleting

Currently, to delete a custom field, you need to customise the layout of the record type, go to add a field, expand to custom field, choose 'add custom field', select the type of custom field you want to remove, and then when provided with a list ...
Guest over 1 year ago in CRM App 0

Add a System Setting for auto-populating delivery note

There is a database option for auto-populating delivery note, however there is no system setting for this so it cannot be changed by users.
Guest over 1 year ago in CRM App 1