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Add the Opportunity ID or Problem ID to notifications

Please add the Problem ID or Opportunity ID to notifications - we have to look it up which is frustrating - added this as an idea previously & with 47 votes and an 'easy' fix please look to bring this back !!
Guest 9 months ago in CRM App 2 Shipped
103 VOTE

Merge contacts and/or Companies which are duplicates

Sometimes there is two contacts of the same person, which means looking through the activity feed becomes tricky (easy to miss important info if entered under two different contacts who are the same). This would be highly beneficial! Similarly the...
Guest about 2 years ago in CRM App 3 Shipped

Resetting pricing and discount should also update the cost price to match the Product Record

At the moment clicking the reset pricing and discounts button does not affect the cost price of a product on the quotelines. It would be really useful to be able to do this without resetting the quote
Guest about 2 years ago in CRM App 1 Shipped

Display Quote files in the quote table

Instead of including associated files in the lines.files table, have the ability to include files under their associated quote line in the quote table.
Guest about 1 year ago in CRM App 2 Shipped

Enquiry form custom field mappings to Opportunities/Problems

Custom fields are available in the Enquiry forms, however these are not able to be passed across to Opportunities/Problems once the Enquiry is converted. It would be good if these custom fields are able to be mapped to other fields to ensure sales...
Guest over 1 year ago in CRM App 8 Shipped

Use templates when replying to emails within the crm

It would be useful to be able to use the email templates within the crm within the reply to email menu. Customers could have quick reply templates set up for their customers
Guest over 1 year ago in CRM App 3 Shipped

Do not set source to unknown on creation screen

We have recently received feedback from customers that when creating opportunities and problems in their workspace that the source field always defaults to Unknown. This field is required when creating an opportunity, but is often missed by the sa...
Guest over 1 year ago in CRM App 1 Shipped

Option to remove convert to quote prompt on an opportunity

Customer with more complex quoting requirements find that the convert to quote screen on an opportunity is misleading. This screen implies that the correct/best procedure is to convert the opportunity to quote. Some customers solely use sub quotes...
Guest 8 months ago in CRM App 11 Shipped

Adding Division/Company Name to Related Tab

When adding a contact to the related tab under a opportunity there are currently only 3 columns which are on display, 'Record', 'Relationship' and 'Comment'. Whenever you look at the related tab you can then only see the contact person, you do not...
Guest almost 4 years ago in CRM App 3 Shipped

Add Quantity Available field to quote table

This would be useful so you can include it in emails to customers who buy products depending on the amount of stock available at the time. Currently the work arounds are a bit long winded like exporting a report each time they make a quote so woul...
Guest almost 3 years ago in CRM App 3 Shipped