Skip to Main Content
Product Suggestions
ADD A NEW IDEA

CRM App

Showing 1242 of 2645

Add Email Marketing Subscribe Status to Bulk Updater

A customer would find it useful to be able to bulk update the email subscribe status when you have Mailchimp connected.
Guest over 3 years ago in CRM App 0

Have option to turn off search history for all users

In the V73 update the function to see search history for all users was added. However, this isn't useful for us. Could there be a tick box inserted in the settings to turn this feature off if we don't want to use it?
Guest over 3 years ago in CRM App 0 Will not implement

Integrate to Cin7 Branch ID for Warehouse Allocation

Currently we do not import warehouse defaults on product records and we cannot set the warehouse upon order confirmation for Cin7 customers. Cin7 calls the warehouse location 'Branch ID' and this is available within their API. We should import the...
Guest over 3 years ago in CRM App 0

Change Default Country within Address Country Drop Down

An international client would like to be able to change the country that appears first within the countries drop down when setting an address. Currently this defaults to the UK.
Guest over 3 years ago in CRM App 0

Quotes tab/field in the Equipment Record

Currently, there is no way of seeing whether a piece of equipment is assigned on a quote/quote line. This has lead to customers trying to add a piece of already assigned equipment to a quote line, and no search results are displayed. It would be u...
Guest over 3 years ago in CRM App 0

Clarify the number of contacts importing to Mailchimp

The mailchimp integration setting shows how many contacts fit the Role code and Country Type criteria, but this number includes contacts that are Unsubscribed or do not have a valid email, which are not included on the first import, so it may say ...
Guest over 3 years ago in CRM App 0

Darken background colours on the CRM

A customer has suggested darkening background colours on the CRM to make the tabs pop. Tabs aren't defined enough with the current colour system.
Guest over 3 years ago in CRM App 0

Prevent tab key from tabbing when in notepad/editor

Currently pressing tab will change the focused item in Prospect. Tab is commonly used to move things or adjust spacing and as such people might use tab within the editor. Within the notepad/editor we could change the behaviour of the tab key so th...
Guest over 3 years ago in CRM App 0

Ability to show more note entries on the activity feed

At the moment only 50 entries are shown on the division, allow a system option to show furtherentries if required.
Guest over 3 years ago in CRM App 0

Add a document page to Campaign Activities

Airflow would find it useful to have the ability to store documents agaisnt campaign activites to refer back to
Guest over 3 years ago in CRM App 0