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CONVERT CUTOMER FROM ENQUIRY

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Guest over 2 years ago in  1

Import Delivery addresses from Cin7

We do not currently import the addresses from Cin7, information is available in the API, would be useful to specify a delivery address as well as a billing address.
Guest over 2 years ago in  0

Record Account Manager Changes in Activity

A customer would find it useful to record the account manager changes in the activity. This would timestamp when the account manager was changed, who by and to which account manager.
Guest over 2 years ago in CRM App 0

editing the price discount price

currently if you put the price into the "Price section" you have to work out the % discount for it to put the price into the Price discount section however sometimes we want a price that you cannot work exactly the % discount cost e.g. RRP £5.50 d...
Guest over 2 years ago in  0

Integration to credit / business information service

Integration is our 'thing' and therefore the more integration that we have to other things the more that point is re-enforced. We have been asked several times in New-Business about the possibility of integrating to someone like Credit Safe (who a...
Guest over 9 years ago in  0

Tooltips for Buttons when you hover /mouseover

If you hover over a button in the CRM e.g. the refresh button, you will not be prompted with a Tooltip advising you what the button does. This would be a very useful aid to someone new using the system and will assist them in their adoption of it.
Guest over 4 years ago in CRM App 0 Likely to implement

Our translations / interface display won't render the cyrillic alphabet

We have a new customer wanting to sign up from Estonia, but many of their customers are Russian, so they use Russian quite a lot in the system, - they are quite happy to use English for the system language (field names etc) - but need to put Russi...
Guest over 4 years ago in  0

Activity under company details

Hi is it possible that the actual date on activity could be shown for both when you have raised an order/delivery note and when you leave notes yourself
Guest over 2 years ago in  0

Enable sales reporting to be done by contact ID or division ID rather than sales ledger - magic matrix

Allow us to view the magic matrix by contact and/or division rather than company (sales ledger) so that we can view the sales for B2C customers in the magic matrix too.
Guest over 2 years ago in CRM App 0

Aged Receivables Total Due in Customer Currency

We have customers with Euro and Sterling Currency. Sales team have to be able to present total due in Euro for Euro Customers.
Guest over 2 years ago in CRM App 0