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CRM App

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Allow Enquiry forms to map to custom enquiry fields

Currently on the form you have a small set list of fields you can map to so even if you add a memo field, you don't really have anywhere to put that data on the Enquiry. It would be great to allow the form to map data into custom fields made on th...
Guest 9 months ago in CRM App 2 Already exists

Recalculate quote to show latest pricing

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

Show last activity on engagement report

On the Engagement section on the Account Manager dashboard, the last active engagement is set to 30 days prior. I would be useful if it showed the actual date of the last engagement.
Guest over 4 years ago in CRM App 1 Already exists

Stop saving the typed in product code on the search box in quote-line

A customer has found that since moving to 47, the ability to save the type'd in product code has proven to cause an issue where lines are being duplicated where hitting tab allows for the same product code to be added again in the instance where a...
Guest about 5 years ago in CRM App 0 Already exists

US Date format in CRM

It will be great for US customers to be able to choose the date display format to MM/DD/YYYY instead of the default DD/MM/YYYY. This way, they won't get confused when creating/processing orders or for reporting purposes. Currently, you can only se...
Guest about 1 year ago in CRM App 1 Already exists

Link CRM Library Files to Products for Quoting

A customer would like to be able to link CRM Library files to products so when you're quoting a product the file is automatically attached when sending the quotation.
Guest over 3 years ago in CRM App 0 Already exists

Notifications for New/ Failed Orders

As a admin it would be good to be able to configure the Notifications for New Orders and Notifications for Failed Orders emails. This would be similar to the Order Confirmation Email which allows the admin to set the email template that is used fo...
Guest almost 2 years ago in CRM App 1 Already exists

Fallback option for merge fields when the field is blank

The merge fields are great to use when generating your templates. However, if you do not have a field populated with any information used in the field, no value would be inserted. It would be nice to be able to specify a default value that can be ...
Guest 10 months ago in CRM App 2 Already exists

Remove deleted Customers from RFM Analysis

Customers deleted in the CRM shouldn't show in the RFM analysis
Guest over 4 years ago in CRM App 1 Already exists

Add Next Button to Division Records

A customer would like to add the next button to the division level within the hierarchy. Currently the Next button is only available on other records below the division. The customer would find this useful when running through division reports, he...
Guest almost 5 years ago in CRM App 0 Already exists