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Turn off Company From Global Add Menu

In the latest release which includes the new single companies, we have added in the option to create a business contact and a company from the global add menu. This has caused confusion as customers are using the company option and create a compan...
Guest about 4 years ago in CRM App 0 Already exists

Change lead size values based on home currency

The lead size values show '£1k-£5k' for all customers unless they are all manually edited. This should be set to change the currency depending on the home currency of the operating company.
Guest about 4 years ago in CRM App 1 Already exists

Add Date Range Filter to Customers Who Brought X but not Y

A customer would find it useful to add a Date Range Filter to Customers Who Brought X but not Y . For example only sales transactions in the last 6 months.
Guest about 4 years ago in CRM App 2 Already exists

Remove Individuals from New Dashboards

We're finding a few customers only want to see B2B customers within the new dashboards. Therefore, it would be good to have a system option to remove individuals from the dashboards. We could do this based on the individual flag.
Guest over 4 years ago in CRM App 1 Already exists

Add specific end date to OData queries for dashboards

The OData queries for the sales graphs on the dashboards don't specify an end date, merely a start date of today() minus one year. If we have imported sales data with dates in the future, this will massively skew the graphs. We should make the que...
Guest over 4 years ago in CRM App 0 Already exists

Access to product images via the API

Functionality requested to be able to see images in external third party software and websites.
Guest over 4 years ago in CRM App 0 Already exists

Include Price Break Option

Ability to add/manage product price breaks through the special price feature within PSCRM
Guest over 4 years ago in CRM App 2 Already exists

Add personal labels to recalls

It would be really useful to be able to add tags or labels to recalls so I can know what I am planning on doing next with them e.g. bring up in a specific meeting or waiting on a particular person.
Guest over 4 years ago in  0 Already exists

Ability for users to add files to products so customers can access them on websites

A customer would like to be able to add files, such as PDF's and videos to products, so that on the website customers can access these files that may be relevant to the product.
Guest over 4 years ago in CMS App, Websites & eCommerce 0 Already exists

Inserting the Account Manager when creating a Business Contact

When creating a new business contact in the CRM it would be good to have the ability of setting the account manager at this point as appose to once the record has been created
Guest over 4 years ago in CRM App 0 Already exists