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ID numbers always to generate in sequential order

Some users rely on the ID of records that have been created for the tracking of their records. There is no guarantee that these will always generate in sequential order due to reservations of quote of the ID fields in the DB. This is causing some ...
Guest over 1 year ago in CRM App 0

Quote template comments to carry over

If I use a quote template to create a new quote, I would expect the comments to be carried over, but they are not. Perhaps this is a bug?
Guest over 1 year ago in CRM App 0

Search for "Mobile Phone Number" like "Phone Number" in global search

At the moment, you are able to search by Phone number but some customers may only have a Mobile phone or two different numbers. The global search functionality could be extended to include this field also.
Guest over 1 year ago in CRM App 0

Activity Note statusflag inconsistent with rest of CRM records

The Activity Note table contains a statusflag but this is labelled "Record State" in the CRM, and doesn't function the same as other statusflags i.e. you have to specify the exact statusflag codes manually as a letter. This should be a default fil...
Guest over 1 year ago in CRM App 0

Disable management of account managers in CRM if synced from ERP

There is a CRM system option for updating account managers to match the ERP system (imported onto CRM sales ledger records) overnight. If this is enabled, you should not be able to change account managers on Company/Group records, as it will alway...
Guest over 1 year ago in CRM App 0

MFA/2FA for internal username & password login

For customers who don't have SSO set up (via Office 365 or another SSO provider) there is no MFA/2FA flow available. For customers who need to enforce MFA for security reasons but cannot use an SSO provider, they would like an MFA flow for the int...
Guest over 1 year ago in CRM App 0

Show Tax code as well as description

When importing tax codes, the ID is the unique identifier, however when selecting a tax code, it only shows the description, both in a dropdown and using the field selector, there is no way to see what the ID is. We could add a field for TaxCode I...
Guest over 1 year ago in CRM App 0

Restrict product sales by geographical location

We are distributing a range of products that we can only sell in the UK, we want there to be some flag when attempting to add these products to a customer OUTSIDE the UK. (I guess you could set the countries allower or disallowed to be sent to). I...
Guest almost 2 years ago in CRM App 0

Be able to configure the magic matrix set up

The suggestions from the magic matrix do not seem to relate to our product range so would be good to be able to configure it ourselves
Guest almost 2 years ago in CRM App 1 Already exists

Provide option to toggle between B2C and B2B in RFM

Currently when viewing the RFM it will show only B2C sales or include B2C and B2B sales. There isn't an option to be able to toggle and see only B2C sales and then toggle and see only B2B sales.
Guest almost 2 years ago in CRM App 0