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Contact name to be passed through to Sage 50 when creating a new contact in the CRM

Allowing contact name to be passed through to the inventory system when adding a new contact in prospect crm to help identify the record sooner making the system more efficient.
Guest over 2 years ago in Integration 0

Import more columns from Sage to CRM (weight and unit cost) for analysis and costing carriage

Enable staff to create better quotes and analyse profit margins
Guest over 2 years ago in Sage 50 0

User specific document templates they can edit themselves

Users can amend their own email document templates. Useful if sending out emails to a group of customers that you write to regularly but need to vary it by week. If done by user then administrator doesn't have to be involved!
Guest over 2 years ago in CRM App 0

Set task against company profile

ability to set up quick task with reminders agains company profile without having to log an opportunity or problem. For eg. set a reminder for next week to follow up on a website banner change
Guest over 2 years ago in  0

Additional Records of a Declined Quote

"When declining a quote you get a yellow message box in the quote itself but no other record. It would be great if a note also gets added to the Activity of the Contact or the Lead. Makes it a lot easier to look up and you won’t lose the history i...
Guest over 2 years ago in CRM App 0

Company ID on Data import

When performing a data import, Users should be able to assign each contact they are uploading a Company ID for them to have as a parent in order to avoid any issues with duplicate companies
Guest over 2 years ago in CRM App 0

Editing other users notes should display note history

Currently you are able to edit any user's notes within the CRM without any trace of this ever happening. This is bound to cause concern for customers when using the system, so if we continue to allow users to edit other people's notes, this should...
Jordan Edmunds about 7 years ago in  0

Show calendar appointment in Recall list

If an appointment has been created from a record within the CRM, this should show up as a recall on the specified date/time with a link to the record it was created from. Is it also possible to add a further plug in to the appointments in outlook ...
Guest almost 5 years ago in CRM App 1

Add brand to the DEAR integration

In DEAR there is a field called brand, this field isn't currently included as part of the API sync with DEAR. DEAR Developer Portal · Apiary
Guest over 2 years ago in CRM App 0

Email Alerts to Contact Owner on Pending Contract Expiry

We have many clients who are on renewable Service contracts.We already have beginiing and end dates fr these contracts in Prospect. Surely it would make sense to able to Alert a salesperson when this contract is up for renewal?
Guest over 2 years ago in CRM App 0