The Dashboard are useful but offer a lot mistakes or issues in the reporting. We need to have fully access to modify the reporting link to the dashboard and have these showcase across the organization. This is truly impacting business decisions, u...
We accidentally cancelled an order in CRM v365 that had already been confirmed into our accounting sytem (Opera II). Prior to cancelling, the status was 'Confirmed Order' along with the Opera ADOC reference. When we reinstated the order in the CRM...
Able to auto-cc another email address when sending emails from CRM
It will be helpful if customers can set a specific email address to be cc-ed/bcc-ed in their quote emails when sent from CRM instead of typing it on every emails.
Option to not pass Extended Description to Dear Inventory
A customer has their product extended description in Dear Inventory and this is imported into the Extended Description, which is then displayed within the quote table as this includes information about the product for the customer. When the order ...
A customer would like the ability to see when a customer changed from one segement to another and be able to report on this. At the moment you are only able to see thier current segement in the RFM Anayalsis
Guest
about 4 years ago
in CRM App
1
Good idea awaiting more votes
I suggest a change to the salesperson activity report that currently only shows how many days ago the activity was logged and not the time and date of the activity.
Currently the opportunity value is shown in the home currency. However a customer who quotes in multiple currencies would find it useful to show the opportunity value in the currency of the prospect/customer rather than the home currency. Probably...
Guest
over 4 years ago
in CRM App
10
Good idea awaiting more votes
0
Investigating
