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Pull through B2C mobile number if contact phone number is blank in New Sales Ledger creation screen

A customer has noticed that the phone number on the sales ledger creation window only maps to the contact phone number if creating a new sales ledger for a B2C contact. If the contact phone number is blank we should then look to see if a number ha...
Guest about 3 years ago in CRM App 0

Search company and equipment does not show

When you search by a company name, the equipment no longer shows. There is not an option to 'Search more fields' either to get them to show
Guest about 3 years ago in CRM App 0

Make problem type mandatory

At the moment it isn't possible to make the problem type field on the problem record mandatory. I would be useful to have the option to set this field as mandatory.
Guest about 3 years ago in CRM App 0

Add activities to equipment record

When you create a contact, opportunity or problem record you can log activities against these items. It would be good to be able to log activities against an equipment item. At the moment the best option around this is to attach activities as note...
Guest about 3 years ago in CRM App 0

Change email content with company group (footer)

When sending an email to a specific company group, the email would auto-populate with some information based off of that. Such as changing the email footer.
Guest about 3 years ago in CRM App 0

Allow for setting Source Activity on Lead Creation

When updating a lead source, if it recognizes that there are campaign activities using that source, it will make the 'Source Activity' field visible and allow you to set this. This doesn't happen on lead creation, it will just show the source and ...
Guest about 3 years ago in CRM App 0

Search & Replace field for User's Profile Image for Email Signatures

A customer would find it useful to have a search & replace field to dynamically include the user's profile image within an email signature. Currently if you wanted to have people's images in the email signature you would need to setup separate...
Guest about 3 years ago in CRM App 1

Option to Exclude Products from Top Products

A customer would find it useful to be able to exclude products from the top products report. For example companies have delivery products setup and these appear as the top products for customers when sorting by order count.
Guest about 3 years ago in CRM App 1

Add toggle to display Sales Analysis in customer currency

When viewing a customer's sales analysis they might buy in a different currency to your home currency. It would be useful to be able to toggle the sales analysis page into the customer's currency so you could see how they are performing in their c...
Guest about 3 years ago in CRM App 0

Merge Field for Dynamic Greeting for Document Templates

A customer would like a merge field to add to document templates that dynamically changed the greeting depending on the time of the day. E.g. before 12PM it would read Good Morning and after 12 PM it would read Good Afternoon.
Guest about 3 years ago in CRM App 1