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Restrict Users from changing Product Price on quotes

It would be good to restricts Users from changing the price of a products on quotes or at least set a minimum value for the products to avoid selling them for the wrong price.
Guest 10 months ago in CRM App 5

Add OR to report filters

Currently we can only specify AND in filters, it would be very useful to have the option of using OR
Guest over 5 years ago in CRM App 1

Have option to round sell price on Quotes to the nearest pound

A customer would like the option for the CRM to automatically round sell prices on quote lines to the nearest pound.
Guest about 5 years ago in CRM App 0

Birthday Notification for Marketing Promotions

Add a field for birthday date on either company or contact level to then email a reminder to the account manager to then send an email template out from the CRM offering a promotional discount
Guest over 1 year ago in CRM App 1

Make "Needs Engagement" Days configurable by customer

At present you can vary "Needs Engagement" days but these changes apply to all customers. We would like this configurable by customer so that we can focus on the high value and significant opportunity customers and not be distracted by small, inte...
Guest over 1 year ago in CRM App 0

Add quote lines to any part of the quote not just the bottom

I think it would be a great addition if there was the ability to add a quote line at any point of the quote. Eg. add directly to the 4th line. This is particularly helpful if you have a large quote with multiple lines. It makes it easier to re seq...
Guest about 1 year ago in CRM App 1

Recalculate quote to show latest pricing

No description provided
Guest almost 3 years ago in CRM App 3 Already exists

Add 'At a glance' and 'Sales Analysis' tiles to company group level

Currently, we only show the At a glance and sales analysis pages on the company level. Allowing this to be visible on the company group level would be beneficial as it would allow for a quick overview on how a group is performing instead of having...
Guest over 1 year ago in CRM App 0

Inclusion of tax on individual prices on Quotes and Sales Orders - Australia (GST component)

The price that is entered on a quote line in the CRM is currently excluding Tax and at the moment there is no way to set this so that the price entered in including tax. In Australia by law, we need to show how much GST (tax) is applied to the ord...
Guest over 1 year ago in CRM App 3

Set Currency Against Opportunity Value

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 about 4 years ago in CRM App 10 Good idea awaiting more votes