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UI System Options for managing default spoke codes

There are four options for managing default spoke codes for notes, interactions, recalls and status changes in case a spoke code is not set. There is no UI option to change or amend these, so it would need to be done by the support team in the dat...
Guest over 3 years ago in CRM App 0

Calculate Volume Sold (Quantity X Unit Measure)

A couple of customer have now asked to be able to calculate the volume sold which would be quantity sold X but unit measure. For example if a product is 11litres or 5kg, it would be 11litres x 10 (quantity sold). This would be an additional field ...
Guest over 3 years ago in CRM App 0

Change contract selection box so it appears first in the new problem window

We would all benefit from it as it would allow us the check the contract is valid and customer is in support before going any futher.
Guest over 3 years ago in CRM App 0

Automatically create an equipment record

At the moment it is possible to automatically create an equipment record when a product is sold. This option is available for customers that use Unleashed.This option should be available for customers that use other systems such as DEAR, QBC and X...
Guest over 3 years ago in CRM App 0

Simple relationships

I think it would be a good idea to be able to simplify relationship so you can just link any record to any other record quickly and easily without setting a relationship type. I think linking one record to another and an optional comment is enough...
Guest over 3 years ago in CRM App 0

Add Over Credit Limit to Sales Ledger Report Entity

A customer would like to run a report to see customers that are over their credit limit. We display this information on the company record when a customer is over their credit limit as a banner message but it is not a flag on the sales ledger to b...
Guest over 3 years ago in CRM App 0

Integration to Australia Post to calculate delivery charges

A customer uses Australia Post to ship their products. They would like the CRM to use Australia Post's delivery charge calculation to calculate the shipping cost. This would be based on location & by weight.
Guest over 3 years ago in CRM App 0

Add a Tax recalculate quote button

Specifically for Tax but may be useful for other things. If you change the default rate on a ledger or change the ledger on a quote it does not change the VAT on the lines.
Guest over 3 years ago in CRM App 0

Ability to report on cleared recalls/tasks

A customer would find it useful to be able to report on the amount of cleared recalls/task within a set period.
Guest over 3 years ago in CRM App 1 Planned

Ability to add documents to the Activity Log via Drag and Drop

A customer would find it extremely useful to have the ability to drag and drop documents onto the activity log in the same way you would via the documents tab. To then have the option to download or preview the document from the activity log would...
Guest over 3 years ago in CRM App 0