Allow Problems and Opportunity pipelines to be changed / reset
Customer are accidentially choosing the wrong pipelines and are not able to change then or reset them. This means they have to remake the problems etc.
Ability to rename a Report once you've already created one
This is currently not a feature, but think it would be useful to be able to rename the Report once you've already created it in case you make a mistake/change the purpose of the Report etc.
There are many scenarios in which a user might need to close multiple opportunities at once. Being able to do so from one report/via excel would save them going into each record
Add API Call counting for Cloud accounts integration
Add API Call counting for our cloud accounting system integration so that we can definitively see how many calls we are making and therefore be able to more easily identify issues with our internal last modified dates.
When you go to a tab such as the problem tab and are looking for a particular problem it would be really good to be able to search this list from within the tab. If you had a search bar which allowed the user to start typing their search and this ...
Having to create a contact when creating a company/divison
When using the CRM there is not an option to create a company/division without a contact. I understand that this is because when you are talking to a company there is always a contact. However, what if the customer creates the contact first and th...
A customer feels certain terminology within the CRM isn't practical or concise. They feel changing the following terminology would be further universally recognised: 1 - "Product item selling price" to "List price" 2 - "Price" to "Net Price"
Update the standard plugins that require an address (e.g. registration, delivery address etc) to include an option for enabling address lookup. If the option is ticked, the customer will then need to enter their key for PCA Predict so that is link...
To save on mouse clicks and keystrokes it would be handy for the search criteria to be cleared from the global search input. Not all customers may want this so it may be better to have this switched on with a system option. Once a search is comple...
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