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Automatic email sent to customer when a problem is logged

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Guest 8 days ago in Automation 0

automatic payment method set by customers payment terms

it would be excellent if the payment method offered at any stage during the quote to order workflow e.g. CC or on account, was set by the payment terms selected for that customer. e.g. if a customers payment terms were "on account" they would be a...
Guest 7 months ago in Automation 0

Quotations: List SKUs in alpha-numeric order

In Prospect's Quoting system, when one enters a SKU that has the same prefix as other SKUs, the system goes into 'search' mode and displays a range of SKUs from which one can select the appropriate product (even if one enters an entire - and uniqu...
Guest 10 months ago in Automation 0

change the way relative date can be displayed

once beyond 30 days the relative date just states 1 month, 2mojnths ago etc but if you have time dependent work flows and want to review the reports you may want to see what has reached 35, 45, 60 days or any in between rather than 1 month or 2 mo...
Guest 10 months ago in Automation 2 Unlikely to implement

Ability to review automated emails for quote follow up before they're actually sent

with the new automation of follow up emails it would be good if the sales managers are able to see a list of the follow up email targets beforehand so they can sanitize them before the emails are sent - just in case there is a reason a follow up s...
Guest 11 months ago in Automation 0

default Quote/sales order templates by customer group

would be great if you could have a default quote/SO template for certain customers. e.g. you may have a certain large customer (retail chain) who you have an exclusive brand for and want all details on any docs sent to them to reflect that.
Guest 11 months ago in Automation 0

Cost prices in alternative Currency e.g. Euro

When creating a part being able to give the cost price in another currency for example Euro. Then using the exchange rate pull in to the CRM convert this to GBP. A calculation in the part creation window to calculate the sale price by set margins ...
Guest about 1 year ago in Automation 0 Investigating

on the activity box assign message to task or problem

Auto generate a problem and follow up to that problem from the activity box on an opportunity.
Guest about 1 year ago in Automation 0

Send notification on pending CRM workspace updates

When a profile has been queued for an update, send admin or key prospect users a notification to inform them of this, so they are aware this will happen overnight.
Guest about 1 year ago in Automation 0

Quotes to Automatically 'Close' After Set Period

We would find it very useful if there was an option in our settings to set a specific time period that quotes go to 'lost'. For example, if a quote has not gone to 'won' after 90 days, consider this quote lost. We'd find it very useful for our quo...
Guest over 1 year ago in Automation 0